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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1451
Procyon Advisors
Connecticut
$1.49M +$1.46M +50,586 New
MWM
1452
Mission Wealth Management
California
$1.49M +$119K +4,127 +9%
ONST
1453
Old North State Trust
North Carolina
$1.48M +$2.92K +101 +0.2%
LAIC
1454
Lederer & Associates Investment Counsel
California
$1.48M +$13.4K +464 +0.9%
DSN
1455
D. Scott Neal
Kentucky
$1.48M +$71.8K +2,486 +5%
FA
1456
FCG Advisors
New Jersey
$1.48M +$86.7K +3,001 +6%
BFA
1457
Beaumont Financial Advisors
Massachusetts
$1.48M +$558K +19,322 +63%
PHIMC
1458
Private Harbour Investment Management & Counsel
Ohio
$1.48M -$55.3K -1,916 -4%
PL
1459
Plancorp LLC
Missouri
$1.48M -$42.8K -1,481 -3%
RFA
1460
Reilly Financial Advisors
California
$1.48M +$22.1K +765 +2%
WAM
1461
Westport Asset Management
Connecticut
$1.47M
EF
1462
Exeter Financial
Arizona
$1.47M +$34.1K +1,181 +2%
TCM
1463
Towercrest Capital Management
Pennsylvania
$1.47M +$213K +7,378 +17%
FPS
1464
Fieldpoint Private Securities
Connecticut
$1.46M +$36.7K +1,271 +3%
WGCA
1465
Wolf Group Capital Advisors
Virginia
$1.46M +$267K +9,247 +23%
LFGH
1466
Lee Financial Group Hawaii
Hawaii
$1.46M -$260 -9 -0%
CCM
1467
Cribstone Capital Management
Maine
$1.45M -$676K -23,419 -32%
HCM
1468
Highlander Capital Management
New Jersey
$1.44M -$11.3K -393 -0.8%
KJWM
1469
Kiley Juergens Wealth Management
Washington
$1.44M +$84.1K +2,913 +6%
CIM
1470
Corda Investment Management
Texas
$1.43M +$32.4K +1,123 +2%
PAS
1471
Partnervest Advisory Services
California
$1.43M -$46.5K -1,610 -3%
FMT
1472
First Mercantile Trust
Tennessee
$1.43M -$64.3K -2,226 -4%
HT
1473
Heritage Trust
Oklahoma
$1.43M +$307K +10,635 +28%
ISWM
1474
Independent Solutions Wealth Management
New York
$1.42M +$1.39M +48,253 New
SWM
1475
Sugarloaf Wealth Management
Georgia
$1.42M +$1.39M +48,236 New