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Name Holding Trade Value Shares
Change
Change in
Stake
BHA
1376
Beech Hill Advisors
New York
$1.4M
GC
1377
GFG Capital
Florida
$1.4M +$13.3K +112 +1%
SSWM
1378
Sheets Smith Wealth Management
North Carolina
$1.4M +$17.1K +144 +1%
KFP
1379
KMG Fiduciary Partners
Ohio
$1.39M +$34.4K +290 +3%
CFSG
1380
Community Financial Services Group
Vermont
$1.39M +$169K +1,427 +14%
BP
1381
Ballentine Partners
Massachusetts
$1.38M -$23.8K -201 -2%
MAM
1382
McCarthy Asset Management
California
$1.38M
ADL
1383
Asset Dedication LLC
California
$1.38M -$637K -5,379 -32%
AW
1384
ACG Wealth
Georgia
$1.38M +$218K +1,839 +19%
WCA
1385
Westover Capital Advisors
Delaware
$1.37M -$91.5K -772 -6%
FNC
1386
First National Corp
Massachusetts
$1.37M +$8.89K +75 +0.7%
LWAC
1387
Laurel Wealth Advisors (California)
California
$1.37M +$73.2K +618 +6%
AAM
1388
Ascension Asset Management
New York
$1.37M +$1.36M +11,444 New
TW
1389
Transform Wealth
Colorado
$1.37M -$22.5K -190 -2%
RTC
1390
Riverview Trust Company
Washington
$1.37M -$16.9K -143 -1%
CI
1391
Cavalier Investments
Georgia
$1.37M +$75.1K +634 +6%
FBA
1392
Front Barnett Associates
Illinois
$1.36M
NFGCM
1393
Norman Fields Gottscho Capital Management
New York
$1.36M -$829 -7 -0.1%
ECM
1394
Evergreen Capital Management
Washington
$1.36M +$158K +1,332 +13%
TCOO
1395
Trust Company of Oklahoma
Oklahoma
$1.36M +$127K +1,075 +11%
CHP
1396
Cable Hill Partners
Oregon
$1.35M -$9.95K -84 -0.7%
CP
1397
Capital Planning
Washington
$1.35M -$50.7K -428 -4%
BF
1398
Blankinship & Foster
California
$1.35M
SAM
1399
S.A. Mason
Michigan
$1.34M +$237 +2 +0%
MFW
1400
Meristem Family Wealth
Minnesota
$1.34M -$296K -2,499 -18%