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Name Holding Trade Value Shares
Change
Change in
Stake
CAL
1301
Capital Analysts LLC
Pennsylvania
$2.29M +$842K +14,914 +61%
MW
1302
Marcum Wealth
Ohio
$2.29M +$1.48M +26,168 +198%
TFS
1303
TrustCore Financial Services
Tennessee
$2.29M +$55.1K +977 +3%
FUBT
1304
First United Bank & Trust
Maryland
$2.28M +$51.2K +907 +2%
FMTC
1305
Farmers & Merchants Trust Company
California
$2.28M +$152K +2,699 +7%
TA
1306
Tectonic Advisors
Texas
$2.28M +$228K +4,047 +12%
TMAM
1307
Tokio Marine Asset Management
Japan
$2.27M +$14.5K +257 +0.7%
MIM
1308
Miller Investment Management
Pennsylvania
$2.27M
BPC
1309
Banque Pictet & Cie
Switzerland
$2.26M +$130K +2,300 +6%
OAM
1310
Occidental Asset Management
California
$2.26M +$448K +7,946 +26%
AFM
1311
Abbot Financial Management
Massachusetts
$2.24M -$203K -3,595 -9%
WAM
1312
Werlinich Asset Management
Connecticut
$2.23M +$2.17M +38,435 New
JHCP
1313
Jackson Hole Capital Partners
Oklahoma
$2.23M -$104K -1,848 -5%
CCMW
1314
Cypress Capital Management (Wyoming)
Wyoming
$2.23M -$27.5K -488 -1%
ATC
1315
Adirondack Trust Company
New York
$2.23M +$169K +2,998 +8%
NP
1316
NorthRock Partners
Minnesota
$2.22M -$235K -4,169 -10%
CCI
1317
Credit Capital Investments
New Jersey
$2.22M
WAS
1318
Wealth Advisory Solutions
Indiana
$2.22M +$377K +6,687 +19%
FTDI
1319
First Trust Direct Indexing
Massachusetts
$2.21M +$99.5K +1,763 +5%
AWM
1320
Altium Wealth Management
New York
$2.21M -$441K -7,820 -17%
SIA
1321
Strategic Investment Advisors
Michigan
$2.21M +$142K +2,513 +7%
PPSG
1322
Princeton Portfolio Strategies Group
New Jersey
$2.2M +$226K +4,000 +12%
IWS
1323
Insight Wealth Strategies
California
$2.2M +$1.07M +18,884 +99%
QCM
1324
Quest Capital Management
Texas
$2.2M +$116K +2,048 +6%
LIM
1325
Longfellow Investment Management
Massachusetts
$2.2M +$296K +5,243 +16%