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Name Holding Trade Value Shares
Change
Change in
Stake
CPSAC
1751
Chas P. Smith & Associates (CPS)
Florida
$647K -$18.8K -136 -3%
PIA
1752
Pinion Investment Advisors
Kansas
$647K +$85.6K +620 +14%
TCM
1753
Tradition Capital Management
New Jersey
$647K +$678K +4,908 New
WWM
1754
Windsor Wealth Management
Indiana
$642K +$2.35K +17 +0.4%
GP
1755
Geneva Partners
Wisconsin
$639K -$38K -275 -5%
MCWS
1756
McKinley Carter Wealth Services
West Virginia
$639K -$7.73K -56 -1%
NED
1757
Nancy E. Dempze
$637K -$3.45K -25 -0.5%
LCAM
1758
London & Capital Asset Management
United Kingdom
$634K +$664K +4,807 New
PK
1759
Pflug Koory
Nebraska
$632K
AssetMark Inc
1760
AssetMark Inc
California
$632K +$93.2K +675 +16%
WCM
1761
WealthBridge Capital Management
Ohio
$631K +$661K +4,786 New
VV
1762
Verity & Verity
South Carolina
$628K -$18.6K -135 -3%
BB
1763
Bell Bank
North Dakota
$627K +$42.1K +305 +7%
KA
1764
Kaizen Advisory
Illinois
$626K +$54.7K +396 +9%
UBV
1765
United Bank (Virginia)
Virginia
$626K +$64.4K +466 +11%
WSC
1766
Wellington Shields & Co
New York
$626K +$655K +4,746 New
GD
1767
Grandfield & Dodd
New York
$625K -$6.91K -50 -1%
HCM
1768
Hilton Capital Management
New York
$625K +$5.25K +38 +0.8%
UC
1769
Unio Capital
New Jersey
$620K +$13.8K +100 +2%
AHB
1770
Abner Herrman & Brock
New Jersey
$618K +$138 +1 +0%
HCM
1771
Horiko Capital Management
New York
$611K +$639K +4,630 New
MCM
1772
MV Capital Management
Maryland
$604K +$20.9K +151 +3%
WI
1773
Wedgewood Investors
Pennsylvania
$603K
TPW
1774
Tiller Private Wealth
Pennsylvania
$600K -$9.25K -67 -1%
JA
1775
JLB & Associates
Michigan
$599K