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Name Holding Trade Value Shares
Change
Change in
Stake
JAM
1226
JCIC Asset Management
Ontario, Canada
$1.48M +$374K +12,691 +32%
FNBOMD
1227
First National Bank of Mount Dora
Florida
$1.48M +$451K +15,289 +42%
RC
1228
Roundview Capital
New Jersey
$1.48M -$141K -4,797 -8%
ARMT
1229
Amica Retiree Medical Trust
Rhode Island
$1.47M +$111K +3,751 +8%
HCM
1230
Howland Capital Management
Massachusetts
$1.47M +$7.08K +240 +0.5%
CC
1231
Cannell & Co
New York
$1.46M +$41.3K +1,402 +3%
AR
1232
Advisory Research
Illinois
$1.46M +$1.33K +45 +0.1%
MLFP
1233
MPS Loria Financial Planners
Illinois
$1.46M +$1.49M +50,681 New
SCM
1234
SOL Capital Management
Maryland
$1.46M -$10.8K -368 -0.7%
MWM
1235
Mascoma Wealth Management
New Hampshire
$1.46M +$1.03M +34,931 +215%
RBC
1236
Ronald Blue & Co
Georgia
$1.46M -$226K -7,657 -13%
OIA
1237
OneDigital Investment Advisors
Kansas
$1.45M +$1.5M +51,026 New
CA
1238
Capital Advantage
California
$1.45M -$67.7K -2,297 -4%
MPI
1239
Mairs & Power Inc
Minnesota
$1.44M -$2.95K -100 -0.2%
BWM
1240
BerganKDV Wealth Management
Minnesota
$1.44M +$84.4K +2,862 +6%
NJBEST
1241
New Jersey Better Educational Savings Trust
New Jersey
$1.43M
AIS
1242
American Investment Services
Massachusetts
$1.43M +$3.13K +106 +0.2%
ACM
1243
Alta Capital Management
Utah
$1.43M +$68K +2,308 +5%
LRIC
1244
Long Road Investment Counsel
Michigan
$1.42M -$14.8K -501 -1%
Carson Wealth (CWM LLC)
1245
Carson Wealth (CWM LLC)
Nebraska
$1.42M -$13.4K -453 -0.9%
DWM
1246
Doyle Wealth Management
Florida
$1.42M +$60.8K +2,064 +4%
FLI
1247
Family Legacy Inc
South Carolina
$1.42M -$1.95K -66 -0.1%
RA
1248
Rational Advisors
New York
$1.41M -$35.1K -1,192 -2%
MSR
1249
Main Street Research
Connecticut
$1.41M -$49.8K -1,690 -3%
TSW
1250
Thompson Siegel & Walmsley
Virginia
$1.4M -$50.8K -1,722 -3%