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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
351
Delta Asset Management
Tennessee
$46K
POIA
352
Pin Oak Investment Advisors
Texas
$46K
CT
353
Caldwell Trust
Florida
$45.7K
HPC
354
HM Payson & Co
Maine
$44K +$38.1K +761 New
ZB
355
Zions Bancorporation
Utah
$43K -$4.86K -97 -12%
GRP
356
Global Retirement Partners
California
$43K
RWB
357
RMR Wealth Builders
New Jersey
$43K +$36.8K +735 New
CLOS
358
Compagnie Lombard Odier SCmA
Switzerland
$42K
SFS
359
Sowell Financial Services
Arkansas
$34K -$1.96K -39 -6%
Bessemer Group
360
Bessemer Group
New Jersey
$33K
CFFP
361
Center for Financial Planning
Michigan
$33K
LF
362
Lee Financial
Texas
$33K
SSB
363
Sandy Spring Bank
Maryland
$33K +$11.3K +225 +67%
AFG
364
Albion Financial Group
Utah
$33K +$28.1K +561 New
VBCG
365
Valley Brook Capital Group
Pennsylvania
$32K +$28.1K +561 New
GLLW
366
Graves Light Lenhart Wealth
Virginia
$31K +$26.3K +524 New
IAIM
367
International Assets Investment Management
Florida
$30K +$25.7K +513 New
PGAM
368
Princeton Global Asset Management
New Jersey
$29K
FPCG
369
Fort Pitt Capital Group
Pennsylvania
$27K +$23.3K +464 New
GEA
370
Glen Eagle Advisors
New Jersey
$26.1K +$11.2K +224 +100%
VFA
371
Valeo Financial Advisors
Indiana
$26K -$8.42K -168 -28%
MA
372
MUFG Americas
New York
$26K
SWA
373
SOA Wealth Advisors
New York
$26K +$21.3K +424 New
PWM
374
Perigon Wealth Management
California
$26K +$22.3K +445 New
MCM
375
McMillion Capital Management
North Carolina
$26K +$22.5K +448 New