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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1026
CrestPoint Capital Management
Missouri
$1.36M +$135K +4,000 +12%
SMG
1027
Spectrum Management Group
Indiana
$1.35M -$27.1K -800 -2%
BP
1028
Ballentine Partners
Massachusetts
$1.34M -$77.8K -2,300 -6%
WAM
1029
Wealthspire Advisors (Maryland)
Maryland
$1.33M +$249K +7,360 +25%
SC
1030
SouthState Corp
Florida
$1.33M +$1.26M +37,180 New
WRM
1031
Westport Resources Management
Connecticut
$1.33M -$5.41K -160 -0.4%
WAS
1032
Winch Advisory Services
Wisconsin
$1.33M +$1.18M +34,860 +1,556%
TI
1033
Turner Investments
Pennsylvania
$1.32M +$1.03M +30,600 +478%
AFWA
1034
Ancora Family Wealth Advisors
Ohio
$1.32M +$278K +8,220 +29%
FA
1035
Fagan Associates
New York
$1.32M +$54.1K +1,600 +5%
ACH
1036
ArrowMark Colorado Holdings
Colorado
$1.31M
STMM
1037
South Texas Money Management
Texas
$1.31M -$77.1K -2,280 -6%
GC
1038
Garde Capital
Washington
$1.3M +$8.79K +260 +0.7%
HSA
1039
HBK Sorce Advisory
Pennsylvania
$1.29M +$274K +8,100 +29%
EWM
1040
Edge Wealth Management
New York
$1.29M -$158K -4,660 -11%
NEIRG
1041
New England Investment & Retirement Group
Massachusetts
$1.29M -$55.5K -1,640 -4%
ABFS
1042
Appropriate Balance Financial Services
Washington
$1.29M -$21K -620 -2%
NRS
1043
Neville Rodie & Shaw
New York
$1.29M +$443K +13,100 +57%
BAM
1044
Berkshire Asset Management
Pennsylvania
$1.28M +$67.6K +2,000 +6%
FMLI
1045
Fukoku Mutual Life Insurance
Japan
$1.25M -$135K -4,000 -10%
WP
1046
WealthPLAN Partners
Nebraska
$1.24M +$2.49M +73,560 New
KT
1047
Kanaly Trust
Texas
$1.24M +$103K +3,040 +10%
NFC
1048
Northeast Financial Consultants
Connecticut
$1.24M +$13.5K +400 +1%
RMDI
1049
R.M. Davis Inc
Maine
$1.24M +$8.12K +240 +0.7%
EWM
1050
Elite Wealth Management
Washington
$1.23M -$122K -3,600 -9%