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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
826
Shepherd Financial Partners
Massachusetts
$1.67M +$47.5K +258 +3%
LD
827
Lipe & Dalton
New York
$1.67M +$13.1K +71 +0.8%
GT
828
Greenleaf Trust
Michigan
$1.66M +$27.6K +150 +2%
GWM
829
GSB Wealth Management
Connecticut
$1.66M +$396K +2,147 +34%
HKIM
830
Hayek Kallen Investment Management
Alabama
$1.64M -$39.4K -214 -2%
SB
831
Simmons Bank
Arkansas
$1.64M -$15.7K -85 -1%
TCOO
832
Trust Company of Oklahoma
Oklahoma
$1.63M +$147K +796 +11%
GWCM
833
Godshalk Welsh Capital Management
Pennsylvania
$1.62M -$120K -650 -7%
IIM
834
Ironwood Investment Management
Massachusetts
$1.62M +$1.84K +10 +0.1%
DLA
835
Douglas Lane & Associates
New York
$1.62M +$19.5K +106 +1%
CI
836
CX Institutional
Indiana
$1.59M +$88.8K +482 +6%
WF
837
WoodTrust Financial
Wisconsin
$1.59M
TP
838
Tranquility Partners
Tennessee
$1.59M -$11.1K -60 -0.7%
PIM
839
Plato Investment Management
Australia
$1.58M +$174K +943 +13%
GSWM
840
Greenup Street Wealth Management
Michigan
$1.58M +$76.1K +413 +5%
VFA
841
Valeo Financial Advisors
Indiana
$1.57M +$16.8K +91 +1%
HIA
842
Harbor Investment Advisory
Maryland
$1.55M +$1.84K +10 +0.1%
AP
843
Americana Partners
Texas
$1.53M +$555K +3,013 +63%
BWM
844
BKM Wealth Management
Wisconsin
$1.53M +$524K +2,845 +57%
AUB
845
Atlantic Union Bankshares
Virginia
$1.5M -$12.9K -70 -0.9%
WSCM
846
Wellington Shields Capital Management
New York
$1.5M
FAT
847
First American Trust
California
$1.5M -$1.32M -7,161 -48%
AW
848
Alaethes Wealth
Nevada
$1.5M +$77K +418 +6%
BP
849
BNP Paribas
France
$1.5M +$260K +1,410 +22%
GEA
850
Glen Eagle Advisors
New Jersey
$1.49M -$28.9K -157 -2%