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Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
1026
International Assets Investment Management
Florida
$385K -$16.5K -58 -4%
ZB
1027
Zions Bancorporation
Utah
$383K -$3.14K -11 -0.8%
Fisher Asset Management
1028
Fisher Asset Management
Washington
$382K +$145K +510 +62%
AWM
1029
Angeles Wealth Management
California
$379K -$4.85K -17 -1%
ISL
1030
Ingalls & Snyder LLC
New York
$378K -$34.5K -121 -8%
ADL
1031
Asset Dedication LLC
California
$378K +$146K +511 +62%
ICG
1032
InterOcean Capital Group
Tennessee
$378K -$12.3K -43 -3%
PWW
1033
Pettyjohn Wood & White
Virginia
$377K +$10.8K +38 +3%
NB
1034
NBT Bank
New York
$376K +$18.8K +66 +5%
SC
1035
Sierra Capital
Florida
$376K – – –
CFO
1036
CVA Family Office
Colorado
$376K +$30.5K +107 +9%
IAA
1037
Independent Advisor Alliance
North Carolina
$375K -$153K -537 -29%
WT
1038
Washington Trust
Rhode Island
$369K +$44.2K +155 +14%
PI
1039
Pettee Investors
Connecticut
$367K – – –
BSA
1040
Bull Street Advisors
Georgia
$366K – – –
TFF
1041
The Family Firm
Maryland
$366K +$1.43K +5 +0.4%
CAAS
1042
Capital Asset Advisory Services
Michigan
$366K +$856 +3 +0.2%
ST
1043
Spinnaker Trust
Maine
$365K – – –
SCM
1044
Sebold Capital Management
Illinois
$364K +$11.1K +39 +3%
OCBCO
1045
Oversea-Chinese Banking Corp (OCBC)
Singapore
$363K +$106K +372 +42%
HPIA
1046
Hamilton Point Investment Advisors
North Carolina
$362K – – –
FW
1047
FirstPurpose Wealth
Utah
$362K +$5.99K +21 +2%
HWA
1048
Heritage Wealth Advisors
Virginia
$362K -$13.7K -48 -4%
MW
1049
Marcum Wealth
Ohio
$362K +$24.5K +86 +7%
AWM
1050
Axxcess Wealth Management
California
$359K +$358K +1,254 New