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Name Holding Trade Value Shares
Change
Change in
Stake
HA
1001
Herold Advisors
New York
$1.16M +$63.6K +3,555 +6%
RIG
1002
RiverFront Investment Group
Virginia
$1.16M -$575K -32,098 -12%
RB
1003
Rodgers Brothers
Pennsylvania
$1.15M -$443K -24,775 -28%
HTC
1004
Haverford Trust Company
Pennsylvania
$1.15M -$179K -9,990 -14%
MHIC
1005
Marble Harbor Investment Counsel
Massachusetts
$1.15M +$34.1K +1,907 +3%
SIC
1006
Salem Investment Counselors
North Carolina
$1.15M -$83.6K -4,671 -7%
TA
1007
TCM Advisors
West Virginia
$1.14M
SWM
1008
Spire Wealth Management
Virginia
$1.14M +$393K +21,954 +55%
SF
1009
Symphony Financial
Texas
$1.13M +$517K +28,895 +95%
HAG
1010
HF Advisory Group
Maryland
$1.13M +$1.1M +61,393 New
GBT
1011
Grove Bank & Trust
Florida
$1.13M -$133K -7,425 -11%
MSFS
1012
Main Street Financial Solutions
Pennsylvania
$1.13M +$186K +10,380 +20%
LIM
1013
Leavell Investment Management
Alabama
$1.13M -$84.2K -4,706 -7%
KS
1014
Karpas Strategies
Connecticut
$1.13M -$10K -559 -0.9%
GCA
1015
Greenwood Capital Associates
South Carolina
$1.13M +$44.1K +2,466 +4%
FNBOSM
1016
First National Bank of South Miami
Florida
$1.13M -$59.1K -3,299 -5%
GIA
1017
Guyasuta Investment Advisors
Pennsylvania
$1.12M -$164K -9,157 -13%
BCA
1018
Bay Colony Advisors
Massachusetts
$1.12M -$6.14K -343 -0.6%
MWM
1019
Mission Wealth Management
California
$1.12M +$317K +17,694 +41%
CT
1020
Cambridge Trust
Massachusetts
$1.11M -$143K -7,993 -12%
PCS
1021
Personal CFO Solutions
New Jersey
$1.11M -$169K -9,429 -14%
IP
1022
Ignite Planners
California
$1.11M +$448K +25,019 +81%
MPPW
1023
Mitchell & Pahl Private Wealth
Oklahoma
$1.1M +$77.2K +4,315 +8%
NL
1024
NWAM LLC
Washington
$1.1M +$209K +11,669 +24%
EFSCE
1025
Enterprise Financial Services Corp (EFSC)
Missouri
$1.1M +$69K +3,855 +7%