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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1476
Telos Capital Management
California
$20.2M -$454K -2,217 -2%
SS
1477
Sunbelt Securities
Texas
$20.2M -$50.7K -248 -0.3%
BCA
1478
Bay Colony Advisors
Massachusetts
$20.1M +$681K +3,328 +4%
APG
1479
Abacus Planning Group
South Carolina
$20.1M +$37.8K +185 +0.2%
IFWM
1480
Institute for Wealth Management
Colorado
$20M -$82.4K -403 -0.4%
SWM
1481
Sendero Wealth Management
Texas
$20M +$435K +2,125 +2%
1WA
1482
180 Wealth Advisors
Washington
$19.9M -$14.7K -72 -0.1%
1SB
1483
1ST Source Bank
Indiana
$19.9M +$368K +1,801 +2%
ACM
1484
Aquatic Capital Management
Illinois
$19.9M +$18.5M +90,649 New
CAM
1485
Columbia Asset Management
Michigan
$19.9M -$1.41M -6,881 -7%
BST
1486
Bath Savings Trust
Maine
$19.8M -$225K -1,098 -1%
DA
1487
Dillon & Associates
Michigan
$19.8M +$858K +4,196 +5%
LSA
1488
L & S Advisors
California
$19.8M -$524K -2,562 -3%
SAM
1489
Smartleaf Asset Management
Massachusetts
$19.7M +$3.85M +18,827 +27%
VHAM
1490
Van Hulzen Asset Management
California
$19.6M +$180K +880 +1%
SWM
1491
Stockman Wealth Management
Montana
$19.6M -$10.6K -52 -0.1%
LMKC
1492
L.M. Kohn & Company
Ohio
$19.5M +$134K +656 +0.7%
LIM
1493
Leavell Investment Management
Alabama
$19.5M +$776K +3,794 +4%
BFF
1494
Byrne Financial Freedom
Massachusetts
$19.5M +$18.2M +88,927 New
TTWM
1495
TCV Trust & Wealth Management
Virginia
$19.4M +$70.8K +346 +0.4%
1M
1496
1248 Management
Missouri
$19.4M +$18.1M +88,419 New
RCYC
1497
Richard C. Young & Co
Rhode Island
$19.4M +$123K +601 +0.7%
NG
1498
Northstar Group
New York
$19.4M -$276K -1,349 -2%
WAP
1499
Wealthcare Advisory Partners
Pennsylvania
$19.4M -$636K -3,110 -3%
MAM
1500
Morse Asset Management
Connecticut
$19.3M +$790K +3,861 +5%