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Name Holding Trade Value Shares
Change
Change in
Stake
TCOT
1001
Trust Company of Toledo
Ohio
$2.09M +$162K +453 +9%
SFM
1002
Soros Fund Management
New York
$2.09M +$1.97M +5,500 New
CWM
1003
Connecticut Wealth Management
Connecticut
$2.08M +$3.93K +11 +0.2%
PCTC
1004
Perkins Coie Trust Company
Washington
$2.08M +$160K +447 +9%
MFG
1005
Monte Financial Group
Connecticut
$2.08M -$3.22K -9 -0.2%
PVWM
1006
Point View Wealth Management
New Jersey
$2.07M -$260K -726 -12%
SS
1007
Simplicity Solutions
Minnesota
$2.07M +$389K +1,088 +25%
Wealth Enhancement Advisory Services
1008
Wealth Enhancement Advisory Services
Minnesota
$2.07M -$279K -780 -12%
GC
1009
Garde Capital
Washington
$2.06M +$165K +461 +9%
WCM
1010
Whitener Capital Management
North Carolina
$2.06M +$197K +550 +11%
UBG
1011
United Bank (Georgia)
Georgia
$2.06M +$173K +485 +10%
PK
1012
Pflug Koory
Nebraska
$2.05M +$10.7K +30 +0.6%
SIC
1013
Shoker Investment Counsel
Ohio
$2.05M +$26.8K +75 +1%
AFS
1014
Access Financial Services
Minnesota
$2.05M +$28.2K +79 +1%
WSFS
1015
Wilmington Savings Fund Society
Delaware
$2.04M +$14.7K +41 +0.8%
WJWM
1016
Williams Jones Wealth Management
New York
$2.04M +$1.91M +5,349 New
LP
1017
LMR Partners
United Kingdom
$2.03M +$127K +356 +7%
CGL
1018
Clarius Group LLC
Washington
$2.03M +$185K +518 +11%
FFA
1019
First Foundation Advisors
California
$2.03M +$108K +301 +6%
FHA
1020
First Horizon Advisors
Tennessee
$2.02M -$91.9K -257 -5%
BMO
1021
Beck Mack & Oliver
New York
$2.02M +$143K +400 +8%
CHAM
1022
Clear Harbor Asset Management
Connecticut
$2.02M +$157K +440 +9%
MC
1023
Martin & Co
Tennessee
$2.01M -$22.9K -64 -1%
FBB
1024
Fulton Breakefield Broenniman
Maryland
$2.01M +$1.89M +5,277 New
IA
1025
IFG Advisory
Georgia
$2M -$124K -346 -6%