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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1476
WBH Advisory
Maryland
$359K +$394 +2 +0.1%
FA
1477
Fortis Advisors
Pennsylvania
$358K +$2.37K +12 +0.7%
WRM
1478
Weybosset Research & Management
Rhode Island
$358K +$14.8K +75 +5%
PHAM
1479
Palisades Hudson Asset Management
Florida
$357K -$43.4K -220 -11%
CC
1480
Capital Counsel
New York
$357K – – –
BCWM
1481
Blue Chip Wealth Management
Florida
$356K +$21.7K +110 +7%
BFO
1482
Biltmore Family Office
North Carolina
$355K – – –
Rockefeller Capital Management
1483
Rockefeller Capital Management
New York
$354K – – –
CFSG
1484
Community Financial Services Group
Vermont
$352K – – –
SP
1485
Successful Portfolios
Florida
$352K – – –
AOWM
1486
Alpha Omega Wealth Management
Virginia
$350K – – –
CTI
1487
Community Trust & Investment
Kentucky
$350K +$2.76K +14 +0.8%
JFA
1488
JNBA Financial Advisors
Minnesota
$350K +$107K +542 +47%
ICM
1489
IMS Capital Management
Oregon
$349K -$4.14K -21 -1%
VNB
1490
Virginia National Bank
Virginia
$347K +$330K +1,675 New
EAM
1491
Evanson Asset Management
California
$346K -$110K -558 -25%
SPI
1492
Santori & Peters Inc
Pennsylvania
$346K – – –
PWPS
1493
Pinnacle Wealth Planning Services
Ohio
$345K +$394 +2 +0.1%
FWP
1494
FAS Wealth Partners
Kansas
$345K +$8.28K +42 +3%
JWA
1495
JFS Wealth Advisors
Pennsylvania
$345K +$16K +81 +5%
DCM
1496
Driehaus Capital Management
Illinois
$345K +$114K +576 +53%
CVM
1497
Cheviot Value Management
California
$344K -$2.96K -15 -0.9%
CAM
1498
Cozad Asset Management
Illinois
$344K +$20.9K +106 +7%
GBT
1499
Grove Bank & Trust
Florida
$336K -$21.1K -107 -6%
HCA
1500
Harbour Capital Advisors
Virginia
$336K -$2.96K -15 -0.9%