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Name Holding Trade Value Shares
Change
Change in
Stake
P
1401
Pitcairn
Pennsylvania
$23.9M -$893K -5,312 -4%
BA
1402
Ballast Advisors
Minnesota
$23.9M +$310K +1,845 +1%
BWA
1403
Bordeaux Wealth Advisors
California
$23.8M +$536K +3,188 +2%
SIMM
1404
Stillwater Investment Management (Minnesota)
Minnesota
$23.8M -$100K -595 -0.4%
PT
1405
Plimoth Trust
Massachusetts
$23.7M -$868K -5,161 -4%
IFWM
1406
Institute for Wealth Management
Colorado
$23.7M -$98.7K -587 -0.4%
AWM
1407
Avior Wealth Management
Nebraska
$23.7M -$841 -5 -0%
VAS
1408
Valicenti Advisory Services
New York
$23.7M -$517K -3,076 -2%
SAM
1409
Sabadell Asset Management
Spain
$23.7M -$7.01M -41,705 -23%
IPW
1410
Inlet Private Wealth
Florida
$23.6M -$581K -3,456 -2%
HIM
1411
Hotaling Investment Management
Pennsylvania
$23.6M +$120K +711 +0.5%
MCA
1412
Millennium Capital Advisors
Arkansas
$23.6M -$119K -706 -0.5%
HIC
1413
Harbor Island Capital
Massachusetts
$23.6M +$67.3K +400 +0.3%
PO
1414
Private Ocean
California
$23.6M +$65.8K +391 +0.3%
BMC
1415
Benin Management Corp
Connecticut
$23.6M +$341K +2,029 +2%
WA
1416
Wealth Architects
California
$23.5M +$1.77M +10,496 +8%
RCG
1417
Regatta Capital Group
California
$23.5M -$149K -888 -0.7%
TNA
1418
True North Advisors
Texas
$23.5M -$11.4M -67,539 -33%
SC
1419
Slow Capital
California
$23.5M -$1.94M -11,523 -8%
GBT
1420
Grove Bank & Trust
Florida
$23.5M +$417K +2,479 +2%
BBNA
1421
Bremer Bank National Association
Minnesota
$23.4M -$2.79M -16,563 -11%
PAMG
1422
Patton Albertson Miller Group
Tennessee
$23.4M -$1.06M -6,275 -4%
BCB
1423
Brian C. Broderick
$23.3M -$478K -2,842 -2%
WCM
1424
Whitener Capital Management
North Carolina
$23.3M -$1.47M -8,727 -6%
DW
1425
Domani Wealth
Pennsylvania
$23.3M +$218K +1,297 +1%