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Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
1201
Cassaday & Co Wealth Management
Virginia
$1.66M +$157K +3,867 +11%
PWP
1202
Principle Wealth Partners
Connecticut
$1.66M -$59.7K -1,472 -3%
GIA
1203
Guyasuta Investment Advisors
Pennsylvania
$1.66M -$26.2K -645 -2%
FCP
1204
Fidelis Capital Partners
Florida
$1.65M -$2.56K -63 -0.2%
NCM
1205
Neumann Capital Management
California
$1.65M -$73.1K -1,803 -4%
MIC
1206
Meridian Investment Counsel
California
$1.65M +$8.11K +200 +0.5%
QPWM
1207
Quadrant Private Wealth Management
Pennsylvania
$1.65M -$17.6K -434 -1%
SFO
1208
Stokes Family Office
Louisiana
$1.65M +$673K +16,583 +69%
LA
1209
LVW Advisors
New York
$1.65M -$221K -5,448 -12%
SMC
1210
Smith, Moore & Co
Missouri
$1.64M -$124K -3,055 -7%
LCAM
1211
London & Capital Asset Management
United Kingdom
$1.64M -$4.64M -114,280 -74%
CTA
1212
Colonial Trust Advisors
South Carolina
$1.64M -$653K -16,097 -29%
DA
1213
Denali Advisors
California
$1.64M +$132K +3,263 +9%
BTI
1214
Blue Trust Inc
Georgia
$1.63M -$188K -4,645 -10%
YAM
1215
Yacktman Asset Management
Texas
$1.63M – – –
WSCM
1216
Wellington Shields Capital Management
New York
$1.62M -$82.7K -2,040 -5%
RIG
1217
RiverFront Investment Group
Virginia
$1.62M +$222K +5,481 +16%
TAP
1218
Tounjian Advisory Partners
Florida
$1.61M +$21.4K +528 +1%
GWM
1219
Greenwich Wealth Management
Connecticut
$1.61M +$13.3K +328 +0.8%
CD
1220
Chapin Davis
Maryland
$1.61M -$177K -4,360 -10%
LFG
1221
Larson Financial Group
Missouri
$1.6M -$351K -8,658 -18%
FFG
1222
Frisch Financial Group
New York
$1.6M +$14.7K +362 +0.9%
HPM
1223
Hudson Portfolio Management
New York
$1.6M – – –
AWA
1224
Aaron Wealth Advisors
Illinois
$1.59M -$146K -3,603 -8%
BHBT
1225
Burke & Herbert Bank & Trust
Virginia
$1.59M -$209K -5,159 -12%