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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
801
Princeton Alpha Management
New Jersey
$388K +$390K +25,000 New
PWLP
802
Prio Wealth Limited Partnership
Massachusetts
$387K +$17.1K +1,100 +5%
RMDI
803
R.M. Davis Inc
Maine
$386K -$46.7K -3,000 -11%
CA
804
Capital Advantage
California
$386K
BMC
805
Benin Management Corp
Connecticut
$385K -$62.3K -4,000 -14%
PJSIMP
806
P.J. Schmidt Investment Management (PJS)
Wisconsin
$381K -$4.05K -260 -1%
BAM
807
Berkshire Asset Management
Pennsylvania
$379K -$81K -5,200 -18%
CCS
808
Crosspoint Capital Strategies
California
$374K +$204K +13,100 +119%
EA
809
Elm Advisors
California
$372K
CC
810
Courier Capital
New York
$370K -$18.7K -1,200 -5%
TIA
811
Tiemann Investment Advisors
California
$367K +$9.35K +600 +3%
ICAS
812
Investors Capital Advisory Services
Massachusetts
$366K -$123K -7,920 -25%
JIC
813
Joel Isaacson & Co
New York
$363K +$19.9K +1,280 +6%
WA
814
WFG Advisors
Texas
$362K -$166K -10,680 -31%
WPW
815
Waldron Private Wealth
Pennsylvania
$362K -$8.1K -520 -2%
CL
816
Choreo LLC
Illinois
$360K -$15.6K -1,000 -4%
F
817
Filament
Washington
$358K +$22.7K +1,460 +7%
IH
818
IFC Holdings
Florida
$358K +$46.7K +3,000 +15%
ASN
819
Advisory Services Network
Georgia
$358K +$385K +24,720 New
IIM
820
Ipswich Investment Management
Massachusetts
$357K -$31.2K -2,000 -8%
AAM
821
Aureus Asset Management
Massachusetts
$354K +$153K +9,840 +76%
JWM
822
Jackson Wealth Management
Florida
$352K +$353K +22,660 New
PNC
823
Park National Corp
Ohio
$351K +$14.6K +940 +4%
JWBC
824
J.W. Burns & Co
New York
$349K -$82.9K -5,320 -19%
SFA
825
Sequoia Financial Advisors
Ohio
$348K +$77K +4,940 +28%