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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
751
Liberty Capital Management
Michigan
$650K +$59.7K +700 +9%
WA
752
WBH Advisory
Maryland
$647K -$19.5K -229 -3%
RC
753
Roundview Capital
New Jersey
$645K -$4.69K -55 -0.7%
TTWM
754
TCV Trust & Wealth Management
Virginia
$644K
YIA
755
YHB Investment Advisors
Connecticut
$642K +$29.8K +350 +5%
EWMCB
756
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$641K -$52.7K -618 -7%
FBC
757
Fairfield, Bush & Co
Connecticut
$640K
MSU
758
Maple Securities USA
New Jersey
$635K +$675K +7,918 New
IH
759
IFC Holdings
Florida
$623K +$426 +5 +0.1%
SFFS
760
Stonehage Fleming Financial Services
Jersey
$619K
LW
761
Linscomb Wealth
Texas
$615K -$1.79K -21 -0.3%
CWM
762
Concert Wealth Management
California
$612K +$15K +176 +2%
Walleye Trading
763
Walleye Trading
New York
$605K +$643K +7,541 New
PTC
764
Private Trust Company
Ohio
$603K -$62.2K -730 -9%
FA
765
FDx Advisors
Illinois
$602K +$121K +1,424 +23%
EB
766
Eastern Bank
Massachusetts
$596K -$10.7K -125 -2%
KP
767
Keel Point
Alabama
$596K
ACP
768
Aviance Capital Partners
Florida
$594K
MFS
769
MSI Financial Services
Massachusetts
$590K -$29.3K -344 -4%
Kayne Anderson Rudnick Investment Management
770
Kayne Anderson Rudnick Investment Management
California
$590K +$157K +1,845 +34%
IRS
771
Invictus RG (Singapore)
Singapore
$585K +$305K +3,582 +97%
HT
772
HighTower Trust
Texas
$584K +$105K +1,230 +20%
PSC
773
Prentiss Smith & Co
Vermont
$578K -$32.7K -383 -5%
BFC
774
Blue Fin Capital
Rhode Island
$574K
OA
775
Oxbow Advisors
Texas
$574K +$609K +7,145 New