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Name Holding Trade Value Shares
Change
Change in
Stake
BDWM
1001
Brewin Dolphin Wealth Management
Ireland
$3.79M -$156K -2,589 -4%
BA
1002
BCM Advisors
Louisiana
$3.79M
SIM
1003
Sonora Investment Management
Arizona
$3.78M -$230K -3,818 -6%
SIG
1004
Sky Investment Group
Connecticut
$3.78M +$18.1K +300 +0.5%
LBC
1005
Lawrence B. Cohen
$3.76M +$29K +480 +0.8%
HCA
1006
Horan Capital Advisors
Ohio
$3.76M -$74.1K -1,229 -2%
WB
1007
Webster Bank
Connecticut
$3.76M -$37.6K -624 -1%
FANJ
1008
Financial Architects (New Jersey)
New Jersey
$3.75M +$9.35K +155 +0.3%
BA
1009
Baugh & Associates
Georgia
$3.75M -$38.3K -635 -1%
MCM
1010
Mattern Capital Management
Colorado
$3.75M +$3.69M +61,148 New
NAM
1011
NTV Asset Management
West Virginia
$3.75M +$109K +1,808 +3%
CM
1012
Columbus Macro
Pennsylvania
$3.75M +$255K +4,235 +7%
PWAP
1013
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.74M -$249K -4,129 -6%
WFMPM
1014
Woodley Farra Manion Portfolio Management
Indiana
$3.74M +$1.82M +30,136 +98%
PPSG
1015
Princeton Portfolio Strategies Group
New Jersey
$3.74M -$21.7K -359 -0.6%
HI
1016
Hudock Inc
Pennsylvania
$3.74M +$125K +2,073 +4%
SAM
1017
Strategy Asset Managers
California
$3.71M +$134K +2,228 +4%
HPIA
1018
Hamilton Point Investment Advisors
North Carolina
$3.71M +$46.1K +765 +1%
DCM
1019
Delta Capital Management
New Jersey
$3.7M -$5.43K -90 -0.1%
LIM
1020
Leavell Investment Management
Alabama
$3.7M +$80.8K +1,340 +2%
Lido Advisors
1021
Lido Advisors
California
$3.7M +$874K +14,484 +32%
WCM
1022
Windward Capital Management
California
$3.69M +$684K +11,336 +23%
MLL
1023
Moody Lynn & Lieberson
Massachusetts
$3.69M +$463K +7,679 +15%
MBT
1024
Montecito Bank & Trust
California
$3.68M -$82K -1,360 -2%
KPW
1025
Kore Private Wealth
New York
$3.68M +$21.8K +362 +0.6%