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Name Holding Trade Value Shares
Change
Change in
Stake
PHM
1751
Prospect Hill Management
New Jersey
$6.66M +$134 +1 +0%
SC
1752
Scholtz & Company
Connecticut
$6.64M -$173K -1,290 -2%
MMG
1753
Monetary Management Group
Missouri
$6.63M -$565K -4,220 -7%
CT
1754
Clearstead Trust
Maine
$6.62M +$872K +6,509 +14%
CRCM
1755
Crystal Rock Capital Management
Illinois
$6.62M
HAC
1756
Harbor Advisory Corp
New Hampshire
$6.61M -$239K -1,783 -3%
CT
1757
Colonial Trust
South Carolina
$6.61M -$4.15K -31 -0.1%
VCM
1758
Violich Capital Management
California
$6.6M -$113K -840 -2%
TC
1759
Tsai Capital
New York
$6.6M -$463K -3,458 -6%
LCM
1760
Lattice Capital Management
Washington
$6.6M +$1.86M +13,900 +37%
WCM
1761
WealthBridge Capital Management
Ohio
$6.59M -$70.2K -524 -1%
WIM
1762
Westside Investment Management
California
$6.57M -$44.2K -330 -0.6%
CBTWT
1763
Community Bank & Trust (Waco, Texas)
Texas
$6.56M +$1.04M +7,750 +15%
SCP
1764
Sender Company & Partners
New York
$6.56M +$6.91M +51,605 New
GSC
1765
Grey Street Capital
Illinois
$6.55M -$205K -1,528 -3%
MFS
1766
Monetta Financial Services
Illinois
$6.55M
HAS
1767
HBW Advisory Services
California
$6.54M +$2.31M +17,205 +61%
LC
1768
Legacy CG
Texas
$6.54M -$476K -3,553 -6%
MJP
1769
Michael J. Puzo
$6.53M +$667K +4,977 +11%
EWM
1770
Evermay Wealth Management
Virginia
$6.52M -$23K -172 -0.3%
UC
1771
Unio Capital
New Jersey
$6.51M -$153K -1,143 -2%
SC
1772
Sierra Capital
Florida
$6.49M -$303K -2,260 -4%
WI
1773
WrapManager Inc
California
$6.46M -$199K -1,483 -3%
FTWA
1774
Fifth Third Wealth Advisors
Ohio
$6.45M +$2.62M +19,549 +63%
SWP
1775
Strategic Wealth Partners
Ohio
$6.45M -$4.66M -34,792 -41%