Name Holding Trade Value Shares
Change
Change in
Stake
EWA
976
Exencial Wealth Advisors
Oklahoma
$3.05M +$56.2K +1,213 +2%
PT
977
Plimoth Trust
Massachusetts
$3.05M +$141K +3,048 +5%
Q
978
QVR
California
$3.04M +$2.81M +60,592 New
WAM
979
Weatherly Asset Management
California
$3.03M -$182K -3,926 -6%
WWMSC
980
Wagner Wealth Management (South Carolina)
South Carolina
$3.01M +$82.2K +1,774 +3%
WC
981
Waterloo Capital
Texas
$3.01M -$166K -3,581 -6%
AC
982
Aldebaran Capital
Indiana
$3.01M -$3.94K -85 -0.1%
MSA
983
Marino Stram & Associates
Massachusetts
$2.98M -$79.3K -1,711 -3%
PK
984
Pflug Koory
Nebraska
$2.98M – – –
BWM
985
BCGM Wealth Management
Indiana
$2.98M +$118K +2,539 +4%
TPWA
986
TRUE Private Wealth Advisors
Oregon
$2.98M +$14K +303 +0.5%
USWG
987
U.S. Wealth Group
New York
$2.97M +$78.3K +1,690 +3%
FDP
988
Financiere des Professionnels
Quebec, Canada
$2.97M +$2.74M +59,069 New
CSA
989
Cottage Street Advisors
Massachusetts
$2.96M -$173K -3,737 -6%
MS
990
Maven Securities
Jersey
$2.96M +$2.73M +59,000 New
WFG
991
Wills Financial Group
Virginia
$2.95M +$2.92K +63 +0.1%
BCM
992
BTC Capital Management
Iowa
$2.95M -$316K -6,828 -10%
FNBTCON
993
First National Bank & Trust Co of Newtown
Pennsylvania
$2.94M -$262K -5,659 -9%
1832 Asset Management
994
1832 Asset Management
Ontario, Canada
$2.94M -$1.69M -36,473 -38%
HAS
995
HBW Advisory Services
California
$2.93M -$66.1K -1,427 -2%
RMC
996
Resources Management Corp
Connecticut
$2.92M +$556 +12 +0%
MPPW
997
Mitchell & Pahl Private Wealth
Oklahoma
$2.92M -$39.6K -854 -1%
DBFM
998
Dickmeyer Boyce Financial Management
Indiana
$2.9M +$2.68M +57,862 New
LHC
999
Little House Capital
Massachusetts
$2.9M +$52.3K +1,129 +2%
PL
1000
Perpetual Ltd
Australia
$2.9M – – –