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Name Holding Trade Value Shares
Change
Change in
Stake
CIG
1051
Cullen Investment Group
Louisiana
$53.6M -$236K -1,000 -0.5%
MKW
1052
Mullaney, Keating & Wright
Connecticut
$53.6M -$214K -908 -0.4%
VCA
1053
Verdence Capital Advisors
Maryland
$53.6M -$673K -2,857 -1%
EWA
1054
EverSource Wealth Advisors
Alabama
$53.6M +$2.35M +9,962 +5%
BCP
1055
Blue Chip Partners
Michigan
$53.5M -$531K -2,254 -1%
AF
1056
Alerus Financial
North Dakota
$53.4M -$6.55M -27,780 -12%
GAG
1057
GM Advisory Group
New York
$52.9M +$718K +3,047 +1%
PMAM
1058
Picton Mahoney Asset Management
Ontario, Canada
$52.9M -$11.8M -50,250 -19%
AF
1059
Apexium Financial
Texas
$52.8M +$4.93M +20,926 +11%
CRB
1060
Chad R. Baker
$52.7M -$4.71M -20,000 -9%
ACM
1061
Aquatic Capital Management
Illinois
$52.7M +$49.6M +210,424 New
RPC
1062
Rossmore Private Capital
Connecticut
$52.6M +$674K +2,858 +1%
AAIM
1063
American Assets Investment Management
California
$52.6M
SA
1064
Strategic Advisors
New York
$52.6M +$6.4M +27,148 +15%
TW
1065
Trajan Wealth
Arizona
$52.5M +$4.21M +17,849 +9%
CCG
1066
Cypress Capital Group
Florida
$52.4M -$575K -2,438 -1%
HDA
1067
Harold Davidson & Associates
California
$52.3M +$49.2M +208,825 New
CF
1068
Centaurus Financial
California
$52.1M +$1.37M +5,797 +3%
OC
1069
Oakworth Capital
Alabama
$52.1M +$156K +663 +0.3%
DWM
1070
Dorchester Wealth Management
Quebec, Canada
$52M -$10.7M -45,552 -18%
TF
1071
Tompkins Financial
New York
$52M -$1.05M -4,449 -2%
PIA
1072
Petredis Investment Advisors
Pennsylvania
$51.9M -$923K -3,918 -2%
BFC
1073
Blue Fin Capital
Rhode Island
$51.8M -$279K -1,182 -0.6%
GWM
1074
Greenwich Wealth Management
Connecticut
$51.8M +$55.6K +236 +0.1%
CB
1075
Cadence Bank
Mississippi
$51.8M -$176K -746 -0.4%