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Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
1051
Smith Salley Wealth Management
North Carolina
$2.07M -$10.5K -284 -0.5%
BAM
1052
Berkshire Asset Management
Pennsylvania
$2.07M -$223K -6,037 -10%
MIC
1053
Meridian Investment Counsel
California
$2.07M +$40.8K +1,103 +2%
LIM
1054
Leavell Investment Management
Alabama
$2.06M -$95.7K -2,586 -4%
LS
1055
Leelyn Smith
Illinois
$2.06M -$47.2K -1,274 -2%
WJWM
1056
Williams Jones Wealth Management
New York
$2.06M -$823K -22,236 -29%
GF
1057
Gries Financial
Ohio
$2.05M +$2.04M +55,160 New
BCP
1058
Berkeley Capital Partners
Georgia
$2.05M +$205K +5,541 +11%
TC
1059
Truvestments Capital
Florida
$2.05M +$100K +2,711 +5%
PPC
1060
Park Place Capital
Alabama
$2.05M +$99K +2,676 +5%
TTWM
1061
TCV Trust & Wealth Management
Virginia
$2.04M -$31.4K -847 -2%
VIA
1062
Vident Investment Advisory
Georgia
$2.04M -$5.23M -141,401 -72%
BFM
1063
Boston Financial Management
Massachusetts
$2.04M -$536K -14,486 -21%
GIA
1064
Guyasuta Investment Advisors
Pennsylvania
$2.04M -$334K -9,029 -14%
FMAEN1
1065
Fund Management at Engine No 1
California
$2.04M +$140K +3,792 +7%
ADIM
1066
Alpha DNA Investment Management
Maryland
$2.03M +$1.05M +28,469 +108%
MWM
1067
Meridian Wealth Management
Kentucky
$2.03M -$149K -4,036 -7%
MSA
1068
Marino Stram & Associates
Massachusetts
$2.03M -$125K -3,371 -6%
LDB
1069
Lee, Danner & Bass
Tennessee
$2.02M -$30.9K -836 -2%
CW
1070
CreativeOne Wealth
Kansas
$2.01M -$665K -17,975 -25%
M1FG
1071
Mach-1 Financial Group
Arkansas
$2.01M +$1.92M +51,919 +2,388%
RIM
1072
Redwood Investment Management
Arizona
$2.01M +$174K +4,704 +10%
Jones Financial Companies
1073
Jones Financial Companies
Missouri
$2.01M -$489K -13,224 -20%
MPI
1074
Mairs & Power Inc
Minnesota
$2.01M -$695K -18,782 -26%
AC
1075
AlphaCore Capital
California
$2M +$1.99M +53,884 New