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Name Holding Trade Value Shares
Change
Change in
Stake
EI
1151
EDMP Inc
Florida
$2.02M -$54.3K -2,163 -3%
LCM
1152
Landscape Capital Management
New Jersey
$2.02M +$2.1M +83,505 New
VWM
1153
Valley Wealth Managers
New Jersey
$2.02M +$73.7K +2,937 +4%
KS
1154
Karpas Strategies
Connecticut
$2.02M +$196K +7,821 +10%
CK
1155
Cohen Klingenstein
New York
$2.02M -$10.1K -401 -0.5%
CFMC
1156
Curbstone Financial Management Corp
New Hampshire
$2.02M +$1.13K +45 +0.1%
LTI
1157
Laffer Tengler Investments
Tennessee
$2.01M +$1.53M +60,845 +274%
HPIA
1158
Hamilton Point Investment Advisors
North Carolina
$2.01M +$14.5K +576 +0.7%
EWA
1159
EP Wealth Advisors
California
$2.01M +$40.7K +1,623 +2%
SCA
1160
Strategic Capital Advisers
Colorado
$2.01M +$599K +23,861 +40%
HCM
1161
Hall Capital Management
Rhode Island
$2.01M +$7.5K +299 +0.4%
MIM
1162
Marco Investment Management
Georgia
$2.01M +$19.5K +775 +0.9%
BFO
1163
Boston Family Office
Massachusetts
$2.01M +$214K +8,534 +12%
WB
1164
Webster Bank
Connecticut
$2M -$31.5K -1,255 -1%
Wealth Enhancement Advisory Services
1165
Wealth Enhancement Advisory Services
Minnesota
$2M +$750K +29,867 +57%
PWA
1166
Providence Wealth Advisors
Illinois
$2M +$6.35K +253 +0.3%
SCM
1167
Stellar Capital Management
Arizona
$2M +$1.82M +72,506 +734%
Capstone Investment Advisors
1168
Capstone Investment Advisors
New York
$1.99M +$2.06M +81,982 New
WTB
1169
Washington Trust Bank
Washington
$1.98M +$159K +6,349 +8%
BCFS
1170
Butensky & Cohen Financial Security
Florida
$1.98M +$65.6K +2,614 +3%
PV
1171
Private Vista
Illinois
$1.98M +$539K +21,476 +36%
SP
1172
SWS Partners
Ohio
$1.97M +$289K +11,527 +17%
ACS
1173
Archford Capital Strategies
Illinois
$1.97M -$296K -11,778 -13%
RC
1174
Roundview Capital
New Jersey
$1.97M +$996K +39,671 +96%
MHIC
1175
Marble Harbor Investment Counsel
Massachusetts
$1.95M -$250K -9,959 -11%