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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1501
Becker Capital Management
Oregon
$928K -$12K -118 -1%
MIM
1502
Miller Investment Management
Pennsylvania
$928K
MCCP
1503
Mission Creek Capital Partners
California
$923K -$23.3K -230 -3%
SW
1504
SlateStone Wealth
Florida
$918K -$57.8K -570 -6%
SA
1505
Strategic Advisors
New York
$915K +$650K +6,404 +315%
FCB
1506
First Command Bank
Texas
$914K +$153K +1,507 +22%
FCFS
1507
First Command Financial Services
Texas
$914K +$153K +1,507 +22%
SLT
1508
St Louis Trust
Missouri
$911K +$1.32K +13 +0.2%
AT
1509
Arden Trust
Delaware
$910K -$1.01K -10 -0.1%
CCM
1510
Chilton Capital Management
Texas
$910K +$849K +8,365 New
HFAS
1511
Hummer Financial Advisory Services
Illinois
$908K -$40.6K -400 -5%
MFG
1512
Merit Financial Group
Georgia
$908K +$80.9K +797 +11%
PFA
1513
Pathway Financial Advisors
Vermont
$904K
PC
1514
Port Capital
Illinois
$903K -$3.04K -30 -0.4%
SWMG
1515
Sanchez Wealth Management Group
Florida
$903K +$2.84K +28 +0.3%
HCA
1516
Harbour Capital Advisors
Virginia
$901K
OWIM
1517
Old West Investment Management
California
$893K -$7.51K -74 -0.9%
RRC
1518
Relaxing Retirement Coach
Massachusetts
$893K +$832K +8,202 New
RHJA
1519
Rice Hall James & Associates
California
$890K
IWC
1520
Integrated Wealth Concepts
Massachusetts
$890K +$129K +1,273 +18%
OWP
1521
Obermeyer Wealth Partners
Colorado
$888K -$23.9K -236 -3%
NG
1522
Northstar Group
New York
$887K -$9.84K -97 -1%
KFI
1523
Key Financial Inc
Pennsylvania
$886K
BL
1524
Balentine LLC
Georgia
$885K +$570K +5,615 +223%
FLI
1525
Family Legacy Inc
South Carolina
$884K +$1.32K +13 +0.2%