Name Holding Trade Value Shares
Change
Change in
Stake
LAM
1526
Lewis Asset Management
California
$1.07M +$29K +670 +3%
LWCFA
1527
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.07M +$864K +19,955 +253%
GJWM
1528
Gilliland Jeter Wealth Management
Arkansas
$1.07M +$11.2K +259 +1%
CNFG
1529
Creegan & Nassoura Financial Group
New Hampshire
$1.06M -$6.49K -150 -0.6%
CSB
1530
City State Bank
Iowa
$1.06M -$15.2K -350 -1%
CCM
1531
Chiron Capital Management
Florida
$1.06M +$34.5K +798 +3%
SWA
1532
Sax Wealth Advisors
New Jersey
$1.05M +$26.5K +612 +3%
TBC
1533
Tweedy, Browne Co
Connecticut
$1.05M -$2.68K -62 -0.3%
VNA
1534
Valley National Advisers
Pennsylvania
$1.05M +$736 +17 +0.1%
BCM
1535
Blume Capital Management
California
$1.05M +$80.2K +1,852 +8%
SFO
1536
Stokes Family Office
Louisiana
$1.05M +$21.4K +495 +2%
BG
1537
Bahl & Gaynor
Ohio
$1.05M -$153K -3,541 -13%
CAS
1538
Coppell Advisory Solutions
Texas
$1.05M +$54.6K +1,261 +5%
CWA
1539
Centennial Wealth Advisory
Michigan
$1.05M +$33.8K +780 +3%
BIP
1540
Blueprint Investment Partners
North Carolina
$1.04M +$1.03M +23,742 New
HDIM
1541
Hanson & Doremus Investment Management
Vermont
$1.04M +$8.48K +196 +0.8%
ATC
1542
Adirondack Trust Company
New York
$1.04M -$34.7K -802 -3%
CC
1543
Corsicana & Co
Texas
$1.03M +$1.02M +23,536 New
SFG
1544
SNS Financial Group
Minnesota
$1.03M +$2.77K +64 +0.3%
BCWM
1545
Bartlett & Co Wealth Management
Ohio
$1.03M -$82.6K -1,908 -8%
YP
1546
YANKCOM Partnership
South Dakota
$1.03M +$34.8K +804 +4%
WFM
1547
Wolff Financial Management
Michigan
$1.03M -$140K -3,241 -12%
BMWM
1548
Brown Miller Wealth Management
Virginia
$1.03M +$8.31K +192 +0.8%
MWM
1549
Modera Wealth Management
New Jersey
$1.02M -$26.8K -620 -3%
FAM
1550
Fulcrum Asset Management
United Kingdom
$1.02M -$28K -647 -3%