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Name Holding Trade Value Shares
Change
Change in
Stake
ARMC
1901
American Research & Management Company
Massachusetts
$501K +$279K +3,900 +129%
PT
1902
Plimoth Trust
Massachusetts
$499K -$50.1K -700 -9%
DWM
1903
Dakota Wealth Management
Florida
$499K +$114K +1,600 +30%
SFWA
1904
Summit Financial Wealth Advisors
Louisiana
$499K +$237K +3,320 +93%
WCM
1905
Wedge Capital Management
North Carolina
$496K +$64.4K +900 +15%
HI
1906
Horizon Investments
North Carolina
$496K +$491K +6,860 New
ACM
1907
Advisors Capital Management
New Jersey
$495K +$489K +6,840 New
AW
1908
Alpha Windward
Massachusetts
$494K -$48.6K -680 -9%
VCP
1909
Vista Capital Partners
Oregon
$494K +$1.43K +20 +0.3%
SRC
1910
Shufro Rose & Co
New York
$491K -$106K -1,480 -18%
AC
1911
Allstate Corporation
Illinois
$491K -$4.29K -60 -0.9%
RWM
1912
Ritholtz Wealth Management
New York
$489K -$17.2K -240 -3%
TPW
1913
Tiller Private Wealth
Pennsylvania
$488K -$10K -140 -2%
AF
1914
Allworth Financial
California
$486K +$22.9K +320 +5%
I
1915
INVST
Indiana
$486K +$127K +1,780 +34%
CA
1916
Continuum Advisory
Idaho
$485K -$34.3K -480 -7%
AIA
1917
Allegis Investment Advisors
Idaho
$481K +$4.29K +60 +0.9%
BHTS
1918
Bar Harbor Trust Services
Maine
$478K -$64.4K -900 -12%
NCM
1919
Novare Capital Management
North Carolina
$476K +$58.6K +820 +14%
IC
1920
InterOcean Capital
Illinois
$476K +$471K +6,580 New
BAM
1921
Bruderman Asset Management
New York
$473K -$5.72K -80 -1%
PCAP
1922
Pratt Collard Advisory Partners
New York
$472K -$11.4K -160 -2%
JCM
1923
Janney Capital Management
Pennsylvania
$472K +$35.8K +500 +8%
FFW
1924
Fusion Family Wealth
New York
$472K +$127K +1,780 +38%
PI
1925
Parkside Investments
Illinois
$470K -$393K -5,500 -46%