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Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
1051
Wells Trecaso Financial Group
Ohio
$6.1M +$230K +1,260 +4%
VAS
1052
Vestmark Advisory Solutions
Massachusetts
$6.09M +$395K +2,163 +7%
WFG
1053
Wills Financial Group
Virginia
$6.07M +$187K +1,023 +3%
CIM
1054
Contravisory Investment Management
Massachusetts
$6.07M +$116K +636 +2%
AA
1055
ALPS Advisors
Colorado
$6.06M +$455K +2,490 +9%
WAM
1056
Wealthspire Advisors (Maryland)
Maryland
$6.06M +$278K +1,523 +5%
FCT
1057
Family Capital Trust
Massachusetts
$6.04M -$40.7K -223 -0.7%
SFS
1058
Strategic Financial Services
New York
$6.03M -$1.59M -8,681 -22%
HVIA
1059
Hudson Valley Investment Advisors
New York
$6.03M +$22.8K +125 +0.4%
MIA
1060
MainStreet Investment Advisors
Illinois
$6.01M -$2.21M -12,106 -28%
PCM
1061
Princeton Capital Management
New Jersey
$6M +$50.8K +278 +0.9%
AAF
1062
Andra AP-fonden
Sweden
$5.99M -$548K -3,000 -9%
HT
1063
Heritage Trust
Oklahoma
$5.98M +$336K +1,840 +6%
DCM
1064
Donaldson Capital Management
Indiana
$5.97M -$176K -962 -3%
MCM
1065
Maltese Capital Management
New York
$5.95M +$2.89M +15,800 +105%
JWM
1066
Jackson Wealth Management
Florida
$5.92M +$314K +1,717 +6%
CWM
1067
Chronos Wealth Management
Florida
$5.88M -$153K -840 -3%
AIP
1068
Ameritas Investment Partners
Nebraska
$5.86M -$175K -957 -3%
UF
1069
Univest Financial
Pennsylvania
$5.83M -$24.1K -132 -0.4%
CCA
1070
Covey Capital Advisors
Georgia
$5.82M +$80.4K +440 +1%
JAM
1071
JCIC Asset Management
Ontario, Canada
$5.81M +$231K +1,265 +4%
CA
1072
Claar Advisors
New York
$5.79M
CWM
1073
Concentric Wealth Management
California
$5.78M +$167K +915 +3%
ACS
1074
Archford Capital Strategies
Illinois
$5.78M +$25K +137 +0.5%
GFA
1075
Gifford Fong Associates
California
$5.76M