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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1101
Jacobi Capital Management
Pennsylvania
$6.16M -$291K -1,457 -5%
VSWA
1102
Vontobel Swiss Wealth Advisors
Switzerland
$6.14M +$693K +3,468 +12%
CWM
1103
Chronos Wealth Management
Florida
$6.13M +$48.3K +242 +0.8%
UF
1104
Univest Financial
Pennsylvania
$6.09M +$47.5K +238 +0.8%
CCA
1105
Covey Capital Advisors
Georgia
$6.09M +$62.3K +312 +1%
JAM
1106
JCIC Asset Management
Ontario, Canada
$6.06M +$43.9K +220 +0.7%
CFGS
1107
Concourse Financial Group Securities
Alabama
$6.03M +$799K +4,002 +15%
HT
1108
Heritage Trust
Oklahoma
$6.01M -$182K -911 -3%
VLC
1109
Van Leeuwen & Company
New Jersey
$6M +$2.26M +11,306 +60%
CA
1110
Claar Advisors
New York
$6M
CPA
1111
Capital Planning Advisors
California
$5.99M +$93.7K +469 +2%
PA
1112
Profund Advisors
Maryland
$5.96M -$643K -3,220 -10%
CWM
1113
Concentric Wealth Management
California
$5.96M -$28K -140 -0.5%
GFA
1114
Gifford Fong Associates
California
$5.96M
JWCA
1115
J.W. Cole Advisors
Florida
$5.96M +$3.62M +18,125 +155%
EP
1116
Edgestream Partners
New Jersey
$5.96M +$5.33M +26,664 +854%
AIP
1117
Ameritas Investment Partners
Nebraska
$5.92M -$150K -749 -2%
WCM
1118
Whitener Capital Management
North Carolina
$5.9M -$460K -2,305 -7%
SMFG
1119
Sumitomo Mitsui Financial Group
Japan
$5.89M +$863K +4,322 +17%
ACS
1120
Archford Capital Strategies
Illinois
$5.89M -$95.3K -477 -2%
FFWA
1121
FRG Family Wealth Advisors
Washington
$5.88M +$203K +1,015 +4%
BAM
1122
Bell Asset Management
Australia
$5.86M +$26.6K +133 +0.5%
DI
1123
Diligent Investors
California
$5.82M -$61.3K -307 -1%
WIS
1124
Wright Investors Service
Connecticut
$5.8M -$33.4K -167 -0.6%
PS
1125
Pensionfund Sabic
Netherlands
$5.78M +$99.9K +500 +2%