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Name Holding Trade Value Shares
Change
Change in
Stake
NIM
526
Northeast Investment Management
Massachusetts
$784K +$257K +6,123 +47%
S
527
SignatureFD
Georgia
$783K -$35.6K -848 -4%
JHCP
528
Jackson Hole Capital Partners
Oklahoma
$781K +$249K +5,936 +45%
CP
529
Covenant Partners
Tennessee
$773K
DBIA
530
Dumont & Blake Investment Advisors
New Jersey
$771K -$8.77K -209 -1%
WAAG
531
Wealth Alliance Advisory Group
Kansas
$765K +$42.7K +1,017 +6%
LW
532
Linscomb Wealth
Texas
$764K -$14.3K -342 -2%
ET
533
Equitable Trust
Tennessee
$764K +$50.9K +1,214 +7%
FFN
534
Focus Financial Network
Minnesota
$757K -$71.8K -1,712 -8%
GBT
535
Grove Bank & Trust
Florida
$755K +$91.2K +2,174 +13%
EHWM
536
Eads & Heald Wealth Management
Georgia
$750K +$551K +13,133 +255%
KS
537
Karpas Strategies
Connecticut
$748K
WGA
538
Weather Gauge Advisory
Virginia
$747K -$419 -10 -0.1%
RM
539
Resource Management
Louisiana
$737K +$317K +7,546 +72%
Bessemer Group
540
Bessemer Group
New Jersey
$734K -$54.9K -1,309 -7%
IFWM
541
Institute for Wealth Management
Colorado
$730K +$53.2K +1,269 +8%
SCA
542
Snowden Capital Advisors
New York
$724K +$5.96K +142 +0.8%
TI
543
Truehand Inc
New Hampshire
$723K
PPSG
544
Princeton Portfolio Strategies Group
New Jersey
$718K
IC
545
InterOcean Capital
Illinois
$717K +$294 +7 +0%
PSUF
546
People's United Financial
Connecticut
$716K -$649K -15,462 -47%
LIC
547
Lodestar Investment Counsel
Illinois
$716K -$8.52K -203 -1%
FANJ
548
Financial Architects (New Jersey)
New Jersey
$712K -$48.7K -1,160 -6%
OIA
549
Optimum Investment Advisors
Illinois
$712K
FCCM
550
First City Capital Management
Georgia
$712K +$35.3K +841 +5%