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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1301
RKL Wealth Management
Pennsylvania
$304K +$8.96K +53 +3%
FFBTD
1302
First Financial Bank - Trust Division
Ohio
$303K -$11.5K -68 -4%
CFA
1303
Capstone Financial Advisors
Illinois
$302K -$3.72K -22 -1%
PWAG
1304
Polaris Wealth Advisory Group
California
$301K +$17.1K +101 +6%
HC
1305
Henshaw Capital
Massachusetts
$299K
NSAM
1306
North Star Asset Management
Wisconsin
$297K -$16.9K -100 -5%
MHS
1307
M Holdings Securities
Oregon
$295K +$7.44K +44 +3%
HPWM
1308
Highland Private Wealth Management
Washington
$295K +$13.5K +80 +5%
KLI
1309
Kelman-Lazarov Inc
Tennessee
$294K +$20.3K +120 +7%
BCM
1310
BlueCrest Capital Management
Jersey
$294K +$57.8K +342 +24%
BCM
1311
Bienville Capital Management
New York
$293K +$13.2K +78 +5%
WA
1312
WealthTrust-Arizona
Arizona
$292K
SSIA
1313
Spero-Smith Investment Advisers
Ohio
$291K +$42.3K +250 +17%
MCM
1314
Millie Capital Management
California
$290K
MC
1315
Middleton & Co
Massachusetts
$290K +$66.8K +395 +29%
MPAM
1316
Murphy Pohlad Asset Management
Minnesota
$289K
PCM
1317
Prelude Capital Management
New York
$288K -$53.9K -319 -16%
ERIM
1318
Eagle Ridge Investment Management
Connecticut
$288K
WA
1319
WBH Advisory
Maryland
$287K +$169 +1 +0.1%
PM
1320
Parametrica Management
Hong Kong
$287K +$291K +1,723 New
SAM
1321
Sawgrass Asset Management
Florida
$285K +$16.9K +100 +6%
WA
1322
WealthTrust Axiom
Pennsylvania
$284K
VOYA Investment Management
1323
VOYA Investment Management
Georgia
$283K -$103M -610,931 -26%
RW
1324
Rand Wealth
Maryland
$283K
AW
1325
Alpha Windward
Massachusetts
$282K -$6.43K -38 -2%