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Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1051
Miller Investment Management
Pennsylvania
$1.79M +$1.78M +37,594 New
PFS
1052
Prospera Financial Services
Texas
$1.79M +$215K +4,555 +14%
FUBT
1053
First United Bank & Trust
Maryland
$1.77M +$14.5K +307 +0.8%
MSFP
1054
Mark Sheptoff Financial Planning
Connecticut
$1.77M +$1.76M +37,206 New
AWP
1055
Ascent Wealth Partners
New York
$1.77M +$15.3K +324 +0.9%
CFA
1056
CT Financial Advisors
Pennsylvania
$1.76M +$1.72M +36,278 New
AP
1057
Advisor Partners
California
$1.76M +$161K +3,410 +10%
CHC
1058
City Holding Co
West Virginia
$1.76M +$60.3K +1,276 +4%
ASN
1059
Advisory Services Network
Georgia
$1.75M +$1.04M +22,034 +150%
SCA
1060
Salient Capital Advisors
Texas
$1.73M -$84.9K -1,796 -5%
FI
1061
FCM Investments
Texas
$1.73M -$38.8K -820 -2%
GHA
1062
GW Henssler & Associates
Georgia
$1.73M +$39.9K +844 +2%
WAM
1063
Weatherly Asset Management
California
$1.73M +$31.5K +667 +2%
BPM
1064
Bowling Portfolio Management
Ohio
$1.72M -$18.4K -390 -1%
LNWWM
1065
Laird Norton Wetherby Wealth Management
California
$1.72M +$396K +8,373 +30%
EAM
1066
EULAV Asset Management
Florida
$1.72M +$94.6K +2,000 +6%
PAM
1067
Palisade Asset Management
Minnesota
$1.71M +$31.4K +663 +2%
DWA
1068
Douglass Winthrop Advisors
New York
$1.71M +$240K +5,066 +16%
SACTSONJ
1069
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.7M
BHBT
1070
Burke & Herbert Bank & Trust
Virginia
$1.7M +$5.72K +121 +0.3%
AssetMark Inc
1071
AssetMark Inc
California
$1.7M +$1.69M +35,774 New
DP
1072
Dearborn Partners
Illinois
$1.7M -$22.3K -471 -1%
PCM
1073
Prelude Capital Management
New York
$1.7M +$923K +19,522 +121%
PTC
1074
Private Trust Company
Ohio
$1.69M +$438K +9,253 +35%
SSWM
1075
Sheets Smith Wealth Management
North Carolina
$1.69M -$12.7K -268 -0.7%