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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1051
Mascoma Wealth Management
New Hampshire
$2.35M +$228K +5,118 +9%
BIM
1052
Bridges Investment Management
Nebraska
$2.35M -$69.1K -1,551 -2%
ST
1053
Spinnaker Trust
Maine
$2.35M -$42.8K -961 -2%
AFM
1054
Andesa Financial Management
Pennsylvania
$2.34M +$641K +14,385 +30%
CP
1055
CenterBook Partners
Connecticut
$2.34M +$2.74M +61,625 New
WBC
1056
West Branch Capital
Massachusetts
$2.33M -$99.4K -2,233 -4%
KMWM
1057
Keudell/Morrison Wealth Management
Oregon
$2.33M +$97.6K +2,191 +4%
RCM
1058
RNC Capital Management
California
$2.33M -$351K -7,871 -11%
LDB
1059
Lee, Danner & Bass
Tennessee
$2.33M -$5.79K -130 -0.2%
GP
1060
Girard Partners
Pennsylvania
$2.33M -$402K -9,029 -13%
PCA
1061
Providence Capital Advisors
North Carolina
$2.33M +$76.4K +1,716 +3%
CT
1062
Chicago Trust
Illinois
$2.33M -$457K -10,260 -14%
LC
1063
Lavaca Capital
Texas
$2.33M -$10.6K -237 -0.5%
TBC
1064
Tweedy, Browne Co
Connecticut
$2.33M -$3.36M -75,452 -55%
OAM
1065
Oak Asset Management
California
$2.32M +$2.72M +61,025 New
MBT
1066
Montecito Bank & Trust
California
$2.31M -$174K -3,916 -6%
IAIM
1067
International Assets Investment Management
Florida
$2.31M +$825K +18,535 +44%
HDIM
1068
Hanson & Doremus Investment Management
Vermont
$2.31M -$354K -7,947 -12%
CVM
1069
Cheviot Value Management
California
$2.31M +$91.1K +2,046 +3%
FWP
1070
FAS Wealth Partners
Kansas
$2.3M +$349K +7,838 +15%
CWM
1071
C2C Wealth Management
Arizona
$2.3M -$77.7K -1,744 -3%
CWS
1072
Confluence Wealth Services
Pennsylvania
$2.3M -$677K -15,198 -20%
FMWA
1073
Forvis Mazars Wealth Advisors
Missouri
$2.3M +$22.4K +502 +0.8%
JFGIW
1074
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.29M -$369K -8,288 -12%
PFSC
1075
Peoples Financial Services Corp
Pennsylvania
$2.29M -$238K -5,345 -8%