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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
426
Edge Wealth Management
New York
$10.6M +$324K +8,225 +3%
CIC
427
Cutler Investment Counsel
Oregon
$10.4M +$154K +3,894 +1%
CTC
428
Central Trust Company
Missouri
$10.3M -$425K -10,771 -4%
RIL
429
Rothschild Investment LLC
Illinois
$10.3M +$822K +20,845 +9%
WIC
430
Woodmont Investment Counsel
Tennessee
$10.2M +$338K +8,575 +3%
VIP
431
Vantage Investment Partners
Missouri
$10.2M +$857K +21,741 +9%
HAI
432
Hennessy Advisors Inc
California
$10.2M +$1.75M +44,450 +20%
BPWM
433
Badgley Phelps Wealth Managers
Washington
$10.2M +$1.05M +26,696 +11%
MDCM
434
Morgan Dempsey Capital Management
Wisconsin
$10.2M +$877K +22,233 +9%
SWP
435
Stratos Wealth Partners
Ohio
$10.2M -$1.32M -33,502 -11%
USCWA
436
U.S. Capital Wealth Advisors
Texas
$10.2M +$318K +8,065 +3%
CAM
437
Congress Asset Management
Massachusetts
$10.1M +$2.23M +56,444 +28%
ZAM
438
Zevin Asset Management
Massachusetts
$10.1M +$442K +11,211 +5%
LFAS
439
Level Four Advisory Services
Texas
$10.1M +$1.97M +50,038 +24%
BAM
440
Belpointe Asset Management
Nevada
$10M -$2.16M -54,793 -18%
KPWS
441
Kestra Private Wealth Services
Texas
$9.97M +$1.62M +40,975 +19%
VV
442
Verity & Verity
South Carolina
$9.96M +$736K +18,665 +8%
VC
443
Vestor Capital
Illinois
$9.96M -$7.53K -191 -0.1%
IAIM
444
Industrial Alliance Investment Management
Quebec, Canada
$9.95M -$3.58M -90,754 -26%
WT
445
Washington Trust
Rhode Island
$9.94M +$97.3K +2,467 +1%
CIC
446
Carnegie Investment Counsel
Ohio
$9.9M -$845K -21,428 -8%
ATC
447
Argent Trust Co
Tennessee
$9.89M -$54.5K -1,383 -0.5%
BCV
448
Banque Cantonale Vaudoise
Switzerland
$9.85M -$233K -5,909 -2%
GAM
449
Gotham Asset Management
New York
$9.76M +$88.7K +2,250 +0.9%
GHAM
450
Gilman Hill Asset Management
Connecticut
$9.73M +$471K +11,937 +5%