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Name Holding Trade Value Shares
Change
Change in
Stake
TL
1201
Tirschwell & Loewy
New York
$987K
MHS
1202
M Holdings Securities
Oregon
$983K -$7.77K -23 -0.8%
DP
1203
Dearborn Partners
Illinois
$981K -$1.69K -5 -0.2%
FPS
1204
Fieldpoint Private Securities
Connecticut
$980K -$4.73K -14 -0.5%
TFS
1205
TrustCore Financial Services
Tennessee
$980K +$68.2K +202 +7%
HW
1206
Hedeker Wealth
Illinois
$977K +$10.1K +30 +1%
ISB
1207
Iowa State Bank
Iowa
$973K
BWM
1208
BigSur Wealth Management
Florida
$972K +$304K +900 +44%
RIA
1209
Regal Investment Advisors
Michigan
$969K +$171K +506 +21%
HFBOT
1210
Home Federal Bank of Tennessee
Tennessee
$966K -$67.6K -200 -6%
MPWT
1211
MassMutual Private Wealth & Trust
Connecticut
$966K -$120K -355 -11%
VCM
1212
Virtue Capital Management
Tennessee
$965K +$469K +1,389 +95%
JMFC
1213
J.M. Forbes & Co
Massachusetts
$964K -$22K -65 -2%
PGWM
1214
Parisi Gray Wealth Management
New Jersey
$962K +$20.6K +61 +2%
AWM
1215
Altium Wealth Management
New York
$961K +$145K +428 +17%
FBFS
1216
First Business Financial Services
Wisconsin
$960K -$431K -1,277 -30%
ERIM
1217
Eagle Ridge Investment Management
Connecticut
$958K -$606K -1,793 -38%
SGCA
1218
Steel Grove Capital Advisors
Tennessee
$958K -$96.6K -286 -9%
HIM
1219
Harbour Investment Management
Washington
$945K
VWM
1220
Valley Wealth Managers
New Jersey
$941K -$1.82M -5,387 -65%
ATFA
1221
All Terrain Financial Advisors
Minnesota
$933K +$45.9K +136 +5%
BG
1222
Bahl & Gaynor
Ohio
$930K -$30.1K -89 -3%
SWA
1223
SFMG Wealth Advisors
Texas
$929K +$7.43K +22 +0.8%
EAM
1224
Evanson Asset Management
California
$929K +$30.1K +89 +3%
ZCI
1225
Zevenbergen Capital Investments
Washington
$920K -$177K -525 -16%