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Name Holding Trade Value Shares
Change
Change in
Stake
WOC
1226
West Oak Capital
California
$1.58M +$30.3K +963 +2%
Carson Wealth (CWM LLC)
1227
Carson Wealth (CWM LLC)
Nebraska
$1.57M -$354K -11,250 -18%
AIS
1228
American Investment Services
Massachusetts
$1.57M -$111K -3,514 -7%
CC
1229
Cannell & Co
New York
$1.57M -$50K -1,589 -3%
NCM
1230
Northside Capital Management
Oregon
$1.57M +$1.36M +43,116 +637%
FLI
1231
Family Legacy Inc
South Carolina
$1.56M +$1.57M +49,756 New
DT
1232
Diversified Trust
Tennessee
$1.56M +$15.6K +497 +1%
FFA
1233
First Foundation Advisors
California
$1.56M -$82.8K -2,630 -5%
DAC
1234
Dividend Assets Capital
South Carolina
$1.55M -$30.8K -980 -2%
BHIA
1235
Birch Hill Investment Advisors
Massachusetts
$1.55M +$62.6K +1,988 +4%
LPIC
1236
LeJeune Puetz Investment Counsel
Michigan
$1.55M -$45.9K -1,457 -3%
CICI
1237
Capital Investment Counsel Inc
North Carolina
$1.53M -$51.4K -1,634 -3%
CMO
1238
Covenant Multifamily Offices
Texas
$1.53M +$1.53M +48,732 New
Cohen & Steers
1239
Cohen & Steers
New York
$1.53M -$3.83M -121,663 -71%
JFL
1240
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.51M -$105K -3,342 -6%
ARMT
1241
Amica Retiree Medical Trust
Rhode Island
$1.5M
PFA
1242
Paradigm Financial Advisors
Missouri
$1.5M +$135K +4,302 +10%
ACM
1243
Alta Capital Management
Utah
$1.5M -$15.2K -482 -1%
DWM
1244
Doyle Wealth Management
Florida
$1.5M +$1.5M +47,667 New
BWM
1245
BerganKDV Wealth Management
Minnesota
$1.49M -$8.4K -267 -0.6%
CFMC
1246
Curbstone Financial Management Corp
New Hampshire
$1.49M -$8.34K -265 -0.6%
TWM
1247
Torch Wealth Management
Ohio
$1.48M +$22.9K +728 +2%
DBG
1248
De Burlo Group
Massachusetts
$1.48M -$1.87M -59,448 -56%
ST
1249
Somerset Trust
Pennsylvania
$1.47M +$27.4K +870 +2%
IAS
1250
INR Advisory Services
Pennsylvania
$1.46M