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Name Holding Trade Value Shares
Change
Change in
Stake
GFP
926
Gryphon Financial Partners
Ohio
$1.17M +$34.2K +117 +3%
SNT
927
Security National Trust
West Virginia
$1.17M +$489K +1,675 +65%
AC
928
Abbrea Capital
California
$1.17M +$108K +370 +10%
UR
929
USCA RIA
Texas
$1.17M +$101K +346 +9%
BAM
930
Bruderman Asset Management
New York
$1.16M +$1.16M +3,979 New
TA
931
Tiedemann Advisors
New York
$1.16M +$174K +595 +17%
WSCM
932
Wellington Shields Capital Management
New York
$1.15M -$1.15M -3,950 -49%
SCI
933
S&CO Inc
Massachusetts
$1.15M
BCM
934
Brown Capital Management
Maryland
$1.15M +$23.1K +79 +2%
AFG
935
Albion Financial Group
Utah
$1.14M +$48.2K +165 +4%
SVI
936
Strategic Vision Investment
Hong Kong
$1.14M +$1.2M +4,112 New
RCS
937
Retirement Capital Strategies
California
$1.12M
PF
938
Phoenix Financial
Israel
$1.12M +$1.24M +4,242 New
DA
939
DSC Advisors
Illinois
$1.12M +$21K +72 +2%
FQ
940
First Quadrant
California
$1.1M
S
941
SignatureFD
Georgia
$1.1M +$24.2K +83 +2%
NEIRG
942
New England Investment & Retirement Group
Massachusetts
$1.1M +$29.8K +102 +3%
WHG
943
Westwood Holdings Group
Texas
$1.09M +$14.9K +51 +1%
SSWM
944
Sheets Smith Wealth Management
North Carolina
$1.08M +$25.4K +87 +2%
CA
945
Calton & Associates
Florida
$1.08M -$19.6K -67 -2%
PFS
946
Physicians Financial Services
North Carolina
$1.08M
HFM
947
Hartford Financial Management
Connecticut
$1.07M +$56.1K +192 +5%
SOAMC
948
Spirit of America Management Corp
New York
$1.06M
BBNA
949
Bremer Bank National Association
Minnesota
$1.06M -$121K -414 -10%
SXL
950
Summit X LLC
Missouri
$1.06M -$214K -732 -16%