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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1651
Pinnacle Wealth Planning Services
Ohio
$5.45M +$1.34M +13,914 +36%
WP
1652
WMS Partners
Maryland
$5.44M -$442K -4,574 -8%
PTB
1653
Pioneer Trust Bank
Oregon
$5.43M +$131K +1,355 +3%
CNWM
1654
Clay Northam Wealth Management
California
$5.43M -$7.73K -80 -0.2%
PVH
1655
Psagot Value Holdings
Israel
$5.42M -$3.95M -40,875 -43%
PHM
1656
Prospect Hill Management
New Jersey
$5.41M +$96.8K +1,002 +2%
LPAM
1657
Lodestar Private Asset Management
California
$5.41M +$50.8K +526 +1%
RWM
1658
Refined Wealth Management
Utah
$5.39M +$134K +1,385 +3%
GH
1659
GAM Holding
Switzerland
$5.38M -$322K -3,334 -6%
EWM
1660
Evermay Wealth Management
Virginia
$5.35M -$91.3K -945 -2%
ACM
1661
Alpha Capital Management
Texas
$5.35M
NWM
1662
NEIRG Wealth Management
Massachusetts
$5.34M +$3.53M +36,554 +241%
SAM
1663
Smithbridge Asset Management
Pennsylvania
$5.34M +$660K +6,833 +15%
WIM
1664
Westside Investment Management
California
$5.34M +$466K +4,820 +10%
RCG
1665
Regatta Capital Group
California
$5.32M
LIM
1666
Leavell Investment Management
Alabama
$5.32M -$1.02M -10,561 -17%
WIS
1667
Wright Investors Service
Connecticut
$5.32M -$151K -1,558 -3%
MFS
1668
Monetta Financial Services
Illinois
$5.32M
ECM
1669
EagleClaw Capital Management
Massachusetts
$5.32M -$238K -2,465 -5%
CT
1670
Colonial Trust
South Carolina
$5.29M -$43.9K -454 -0.9%
SW
1671
SlateStone Wealth
Florida
$5.28M +$614K +6,354 +14%
RP
1672
Rice Partnership
Hawaii
$5.27M +$90.9K +941 +2%
TCA
1673
Taconic Capital Advisors
New York
$5.27M +$4.01M +41,500 +437%
BMM
1674
Buffington Mohr McNeal
Idaho
$5.25M -$966 -10 -0%
NG
1675
NWK Group
California
$5.24M +$447K +4,624 +10%