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Name Holding Trade Value Shares
Change
Change in
Stake
DEM
1126
Disciplined Equity Management
Florida
$1.14M
WIM
1127
Wiregrass Investment Management
Georgia
$1.14M +$1.17M +46,070 New
PWPS
1128
Pinnacle Wealth Planning Services
Ohio
$1.14M -$131K -5,178 -10%
Kovitz Investment Group Partners
1129
Kovitz Investment Group Partners
Illinois
$1.14M -$16M -632,286 -93%
BFS
1130
Bradley Foster & Sargent
Connecticut
$1.14M +$13.9K +550 +1%
RWFS
1131
Rayburn West Financial Services
Tennessee
$1.14M +$1.16M +45,951 New
AFG
1132
Allegheny Financial Group
Pennsylvania
$1.14M -$21.8K -863 -2%
VWA
1133
Visionary Wealth Advisors
Illinois
$1.14M +$46.3K +1,830 +4%
SIC
1134
SFE Investment Counsel
California
$1.14M +$19K +750 +2%
TPI
1135
Trust Point Inc
Wisconsin
$1.14M -$32.2K -1,273 -3%
RCM
1136
Radnor Capital Management
Pennsylvania
$1.13M -$29.6K -1,171 -2%
ANBT
1137
American National Bank & Trust
Texas
$1.13M +$19K +751 +2%
WIS
1138
Wright Investors Service
Connecticut
$1.13M -$1.68M -66,277 -59%
FMTC
1139
Farmers & Merchants Trust Company
California
$1.13M +$28.2K +1,114 +3%
CFM
1140
Catalyst Funds Management
Australia
$1.13M +$238K +9,400 +26%
SB
1141
Simmons Bank
Arkansas
$1.12M +$140K +5,528 +14%
CL
1142
COWA LLC
Oklahoma
$1.12M -$62.4K -2,463 -5%
UAG
1143
United Advisor Group
Ohio
$1.12M +$11.2K +443 +1%
BIG
1144
Brookwood Investment Group
Arizona
$1.12M -$93.6K -3,696 -8%
GEA
1145
Glen Eagle Advisors
New Jersey
$1.11M +$14.7K +581 +1%
PLFS
1146
Provident Living Financial Services
Utah
$1.11M +$1.13M +44,610 New
JPMIA
1147
J.P. Marvel Investment Advisors
Massachusetts
$1.11M
TTWM
1148
TCV Trust & Wealth Management
Virginia
$1.11M -$16.5K -650 -1%
JSW
1149
Journey Strategic Wealth
New Jersey
$1.1M -$747K -29,512 -40%
DWM
1150
Dakota Wealth Management
Florida
$1.1M -$2.36M -93,134 -68%