Name Holding Trade Value Shares
Change
Change in
Stake
WPC
1026
Wedmont Private Capital
Pennsylvania
$1.15M +$96.8K +779 +11%
HI
1027
Harbour Investments
Wisconsin
$1.15M +$48.1K +387 +5%
EFS
1028
Essex Financial Services
Connecticut
$1.14M -$134K -1,076 -11%
CT
1029
Caldwell Trust
Florida
$1.14M +$374K +3,010 +56%
HCA
1030
Harbour Capital Advisors
Virginia
$1.13M – – –
HC
1031
Hara Capital
Washington
$1.12M – – –
IAS
1032
Insigneo Advisory Services
Florida
$1.12M -$15.8K -127 -2%
WPW
1033
Waldron Private Wealth
Pennsylvania
$1.12M -$6.21K -50 -0.6%
GC
1034
Giverny Capital
Quebec, Canada
$1.11M -$5.84K -47 -0.6%
VC
1035
Veracity Capital
Georgia
$1.11M +$120K +963 +13%
SIG
1036
Senator Investment Group
New York
$1.11M +$339K +2,729 +50%
WA
1037
Waverly Advisors
Alabama
$1.11M +$181K +1,456 +22%
SGA
1038
Strategic Global Advisors
California
$1.1M +$252K +2,030 +33%
DPL
1039
Danica Pension Livsforsikrings
$1.1M +$1M +8,065 New
CWP
1040
Capital Wealth Planning
Florida
$1.1M -$1.8M -14,514 -64%
MPPW
1041
Mitchell & Pahl Private Wealth
Oklahoma
$1.09M +$39.4K +317 +4%
GCM
1042
Galibier Capital Management
Ontario, Canada
$1.09M +$994K +8,000 New
WCM
1043
Windsor Capital Management
Arizona
$1.09M -$73.8K -594 -7%
FDS
1044
First Dallas Securities
Texas
$1.08M -$295K -2,374 -23%
DWT
1045
Dorsey & Whitney Trust
South Dakota
$1.08M +$62.4K +502 +7%
BWP
1046
BSW Wealth Partners
Colorado
$1.08M -$37.4K -301 -4%
IPAM
1047
ICICI Prudential Asset Management
India
$1.08M – – –
EWA
1048
EverSource Wealth Advisors
Alabama
$1.07M -$80K -644 -8%
BAM
1049
BOCHK Asset Management
Hong Kong
$1.07M +$353K +2,844 +57%
AWA
1050
Arkadios Wealth Advisors
Georgia
$1.06M +$458K +3,689 +91%