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Name Holding Trade Value Shares
Change
Change in
Stake
NAMM
1101
NorthStar Asset Management (Massachusetts)
Massachusetts
$374K
CT
1102
Chicago Trust
Illinois
$374K -$1.17K -4 -0.3%
CCA
1103
Cottonwood Capital Advisors
Utah
$372K +$63.7K +218 +21%
LDB
1104
Lee, Danner & Bass
Tennessee
$372K
NB
1105
NBT Bank
New York
$372K -$21.3K -73 -6%
ZB
1106
Zions Bancorporation
Utah
$372K -$28.3K -97 -7%
BBP
1107
Banco BTG Pactual
Brazil
$371K +$50.6K +173 +16%
ML
1108
McAdam LLC
Pennsylvania
$371K +$6.14K +21 +2%
PCA
1109
Pallas Capital Advisors
Massachusetts
$370K -$39.2K -134 -10%
SAM
1110
Smartleaf Asset Management
Massachusetts
$370K +$371K +1,270 New
JFA
1111
JNBA Financial Advisors
Minnesota
$369K -$4.68K -16 -1%
CAG
1112
Crestwood Advisors Group
Massachusetts
$367K +$31.3K +107 +10%
CIA
1113
Citadel Investment Advisory
Ohio
$366K -$6.14K -21 -2%
CCG
1114
Chatham Capital Group
Georgia
$365K
AL
1115
Aspiriant LLC
California
$364K -$78K -267 -18%
KCM
1116
Kathmere Capital Management
Pennsylvania
$363K +$66.6K +228 +23%
PFC
1117
Phocas Financial Corp
California
$362K -$179K -612 -34%
OCBCO
1118
Oversea-Chinese Banking Corp (OCBC)
Singapore
$361K -$18.4K -63 -5%
PP
1119
Pingora Partners
Wyoming
$359K +$351K +1,200 New
LBC
1120
Lowe Brockenbrough & Co
Virginia
$357K -$116K -398 -25%
GCWM
1121
Graham Capital Wealth Management
District of Columbia
$355K -$1.75K -6 -0.5%
DWM
1122
Dakota Wealth Management
Florida
$354K +$52K +178 +18%
FFN
1123
Focus Financial Network
Minnesota
$354K -$2.05K -7 -0.6%
BWM
1124
Baystate Wealth Management
Massachusetts
$354K -$232K -794 -40%
PWMAG
1125
Pinnacle Wealth Management Advisory Group
New Jersey
$352K +$64.3K +220 +23%