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Name Holding Trade Value Shares
Change
Change in
Stake
AR
1201
Advisory Research
Illinois
$1.69M -$982 -33 -0.1%
UAS
1202
United Asset Strategies
New York
$1.69M -$46.2K -1,553 -3%
CAMG
1203
CWA Asset Management Group
Florida
$1.69M +$97.3K +3,270 +7%
RWM
1204
RKL Wealth Management
Pennsylvania
$1.68M +$479K +16,106 +44%
PAIA
1205
Park Avenue Institutional Advisers
New York
$1.68M +$1.31K +44 +0.1%
CICI
1206
Capital Investment Counsel Inc
North Carolina
$1.67M -$73.4K -2,465 -5%
ACM
1207
Alta Capital Management
Utah
$1.67M +$105K +3,533 +7%
DT
1208
Diversified Trust
Tennessee
$1.67M -$54.8K -1,843 -3%
EDRE
1209
Edmond de Rothschild (Europe)
Luxembourg
$1.67M +$157K +5,268 +12%
PAM
1210
Premier Asset Management
Illinois
$1.66M +$133K +4,469 +10%
TW
1211
Transform Wealth
Colorado
$1.65M +$1.51M +50,691 New
CPA
1212
Capital Planning Advisors
California
$1.65M -$12K -403 -0.8%
CIA
1213
Choate Investment Advisors
Massachusetts
$1.64M -$68.1K -2,290 -4%
DWT
1214
Dorsey & Whitney Trust
South Dakota
$1.64M +$160K +5,362 +12%
RMCM
1215
Reynders McVeigh Capital Management
Massachusetts
$1.64M +$101K +3,385 +7%
CC
1216
Cannell & Co
New York
$1.64M
MPI
1217
Mairs & Power Inc
Minnesota
$1.63M -$23.7K -795 -2%
MAA
1218
Mraz Amerine & Associates
California
$1.63M -$37.9K -1,272 -2%
VNIM
1219
Vaughan Nelson Investment Management
Texas
$1.62M
WOC
1220
West Oak Capital
California
$1.61M +$37.2K +1,249 +3%
KPCM
1221
Kings Point Capital Management
New York
$1.61M +$15.7K +529 +1%
FCFC
1222
First Commonwealth Financial Corp
Pennsylvania
$1.6M -$57.2K -1,922 -4%
TIA
1223
Tiemann Investment Advisors
California
$1.59M +$14.1K +474 +1%
CASB
1224
Cape Ann Savings Bank
Massachusetts
$1.58M -$43.5K -1,463 -3%
JWA
1225
JFS Wealth Advisors
Pennsylvania
$1.58M +$275K +9,239 +24%