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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1001
Bar Harbor Wealth Management
New Hampshire
$948K -$5.68K -200 -0.6%
KT
1002
Kanaly Trust
Texas
$938K -$61.9K -2,180 -6%
IH
1003
IFC Holdings
Florida
$933K +$97.6K +3,440 +12%
MIC
1004
MU Investments Company
Japan
$931K -$71K -2,500 -7%
B
1005
Bailard
California
$914K -$526K -18,520 -38%
SSWM
1006
Sheets Smith Wealth Management
North Carolina
$914K
RAM
1007
Redmond Asset Management
Virginia
$912K -$37.5K -1,320 -4%
RWA
1008
Ropes Wealth Advisors
Massachusetts
$909K +$56.8K +2,000 +7%
AAM
1009
Azzad Asset Management
Virginia
$899K +$52.8K +1,860 +7%
Arrowstreet Capital
1010
Arrowstreet Capital
Massachusetts
$890K -$62.1M -2,188,000 -99%
EEG
1011
E.E. Geduld
$890K
SPM
1012
Symmetry Peak Management
Pennsylvania
$890K +$56.8K +2,000 +7%
WAM
1013
Wealthspire Advisors (Maryland)
Maryland
$889K +$238K +8,400 +39%
VCM
1014
Vigilant Capital Management
Maine
$879K -$74.4K -2,620 -8%
AF
1015
Aldebaran Financial
$879K +$840K +29,600 New
PMG
1016
ProVise Management Group
Florida
$876K +$647K +22,800 +340%
IC
1017
Intersect Capital
California
$873K +$294K +10,360 +54%
SCG
1018
Sonata Capital Group
Washington
$871K +$241K +8,500 +41%
EFS
1019
Essex Financial Services
Connecticut
$868K +$218K +7,680 +36%
ACM
1020
Apex Capital Management
Ohio
$865K
CWA
1021
Cypress Wealth Advisors
California
$864K -$2.27K -80 -0.3%
LPC
1022
Loeb Partners Corp
New York
$861K
SC
1023
Skylands Capital
Wisconsin
$861K +$170K +6,000 +26%
AC
1024
Addison Capital
Pennsylvania
$858K +$821K +28,920 New
PHAM
1025
Palisades Hudson Asset Management
Florida
$854K +$15.9K +560 +2%