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Name Holding Trade Value Shares
Change
Change in
Stake
TCOT
901
Trust Company of Toledo
Ohio
$2.78M +$30.5K +1,416 +1%
FCA
902
FLC Capital Advisors
California
$2.78M +$91.3K +4,232 +3%
CCM
903
Cutler Capital Management
Massachusetts
$2.75M +$2.73M +126,651 New
JCM
904
Jacobi Capital Management
Pennsylvania
$2.75M +$487K +22,570 +22%
GAM
905
Grandview Asset Management
Pennsylvania
$2.73M +$297K +13,778 +12%
EWM
906
Evercore Wealth Management
New York
$2.73M -$55.2K -2,559 -2%
WEC
907
Winslow Evans & Crocker
Massachusetts
$2.72M +$1.28M +59,542 +91%
GIA
908
Guyasuta Investment Advisors
Pennsylvania
$2.72M -$313K -14,511 -10%
MFG
909
Merit Financial Group
Georgia
$2.71M -$677K -31,376 -20%
CWM
910
Concentric Wealth Management
California
$2.71M +$170K +7,865 +7%
ETI
911
Enterprise Trust & Investment
California
$2.71M -$25.7K -1,192 -0.9%
GLA
912
Good Life Advisors
Pennsylvania
$2.7M +$202K +9,354 +8%
GFA
913
Gifford Fong Associates
California
$2.69M
HIC
914
Holderness Investments Company
North Carolina
$2.69M -$79.9K -3,704 -3%
DT
915
Diversified Trust
Tennessee
$2.69M -$181K -8,414 -6%
JWM
916
Jeppson Wealth Management
California
$2.69M +$592K +27,465 +29%
SL
917
Summitry LLC
California
$2.68M +$129K +5,995 +5%
SWMP
918
Signature Wealth Management Partners
New Jersey
$2.68M +$2.66M +123,215 New
WIM
919
Waverton Investment Management
United Kingdom
$2.67M -$345K -16,020 -12%
APA
920
Allegiant Private Advisors
Florida
$2.67M +$2.65M +122,716 New
PTC
921
Private Trust Company
Ohio
$2.67M +$69.4K +3,219 +3%
FCCM
922
First City Capital Management
Georgia
$2.66M -$2.01M -93,028 -43%
IFG
923
Independent Financial Group
California
$2.66M +$138K +6,411 +6%
KL
924
KWMG LLC
Kansas
$2.65M +$72.6K +3,366 +3%
HR
925
Hardy Reed
Mississippi
$2.64M -$274K -12,711 -9%