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Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1176
MYCIO Wealth Partners
Pennsylvania
$764K -$5.14K -28 -0.6%
VWM
1177
Venturi Wealth Management
Texas
$763K +$504K +2,743 +159%
ACM
1178
Advisors Capital Management
New Jersey
$763K +$822K +4,476 New
SRIM
1179
Saratoga Research & Investment Management
California
$761K +$819K +4,462 New
LSAG
1180
Lake Street Advisors Group
New Hampshire
$758K +$816K +4,448 New
SS
1181
Sunbelt Securities
Texas
$756K +$163K +886 +25%
RT
1182
Rockland Trust
Massachusetts
$755K +$302K +1,643 +59%
BMC
1183
Beaton Management Company
Massachusetts
$754K -$3.67K -20 -0.5%
MMHP
1184
Murphy Middleton Hinkle & Parker
Georgia
$754K
WAAG
1185
Wealth Alliance Advisory Group
Kansas
$749K +$431K +2,350 +115%
AL
1186
Aspiriant LLC
California
$741K +$494K +2,693 +163%
PCMC
1187
Paragon Capital Management (Colorado)
Colorado
$739K
CG
1188
CFO4Life Group
Texas
$736K -$497K -2,708 -39%
CCMD
1189
Cypress Capital Management (Delaware)
Delaware
$736K -$212K -1,155 -21%
WA
1190
WP Advisors
California
$733K -$98.8K -538 -11%
CL
1191
Choreo LLC
Illinois
$733K -$54.5K -297 -6%
FIB
1192
First Interstate Bank
Montana
$733K -$43.5K -237 -5%
WSTAM
1193
Wilbanks Smith & Thomas Asset Management
Virginia
$725K -$431K -2,349 -36%
AFC
1194
AFT Forsyth & Company
Florida
$723K +$19.3K +105 +3%
BCM
1195
Brookstone Capital Management
Illinois
$721K +$68.5K +373 +10%
CHJWM
1196
Carlton Hofferkamp & Jenks Wealth Management
Texas
$717K
ITIM
1197
Indiana Trust & Investment Management
Indiana
$716K +$37.3K +203 +5%
HI
1198
HBK Investments
Texas
$716K +$404K +2,200 +110%
FBT
1199
First Bankers Trust
Kentucky
$714K +$15.6K +85 +2%
WB
1200
Webster Bank
Connecticut
$713K -$15.4K -84 -2%