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Name Holding Trade Value Shares
Change
Change in
Stake
NFC
376
Northstar Financial Companies
Pennsylvania
$722K +$734K +24,441 New
PCM
377
Parsons Capital Management
Rhode Island
$722K -$347K -11,566 -32%
GWMR
378
GC Wealth Management RIA
Massachusetts
$722K -$28.8K -957 -4%
OHIS
379
Oak Harvest Investment Services
Texas
$720K +$6.73K +224 +0.9%
PWM
380
Partners Wealth Management
California
$718K +$729K +24,274 New
WTC
381
WhitTier Trust Company
Nevada
$714K -$721 -24 -0.1%
PGFC
382
Peapack-Gladstone Financial Corp
New Jersey
$712K -$553K -18,401 -43%
WSFS
383
Wilmington Savings Fund Society
Delaware
$708K -$98.5K -3,278 -12%
BTI
384
Blue Trust Inc
Georgia
$706K +$47.2K +1,571 +7%
ST
385
Sabal Trust
Florida
$704K
CIA
386
Choate Investment Advisors
Massachusetts
$703K +$111K +3,679 +18%
FFBTD
387
First Financial Bank - Trust Division
Ohio
$697K -$94.7K -3,152 -12%
VPP
388
Vertex Planning Partners
Illinois
$696K +$1.29K +43 +0.2%
SP
389
SIH Partners
Delaware
$695K +$706K +23,500 New
LCGC
390
Legacy Capital Group California
California
$692K -$16K -532 -2%
MCC
391
Malaga Cove Capital
California
$691K +$199K +6,632 +40%
MPPW
392
Mitchell & Pahl Private Wealth
Oklahoma
$686K +$63.9K +2,126 +10%
SFS
393
Sowell Financial Services
Arkansas
$686K -$20.2K -671 -3%
AWM
394
AE Wealth Management
Kansas
$685K +$191K +6,357 +38%
TC
395
Torno Capital
Massachusetts
$680K +$691K +23,000 New
RPC
396
Rossmore Private Capital
Connecticut
$679K
ABC
397
Associated Banc-Corp
Wisconsin
$679K -$234K -7,795 -25%
OPCM
398
Osborne Partners Capital Management
California
$676K
SG Americas Securities
399
SG Americas Securities
New York
$676K -$1.31M -43,584 -66%
HT
400
Heritage Trust
Oklahoma
$674K +$685K +22,792 New