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Name Holding Trade Value Shares
Change
Change in
Stake
RCG
1801
Rock Creek Group
District of Columbia
$328K -$264K -5,520 -47%
KTA
1802
Keeley-Teton Advisors
Illinois
$328K +$910 +19 +0.3%
LJAC
1803
L.J. Altfest & Co
New York
$328K +$14.6K +304 +5%
HR
1804
Hayden Royal
North Carolina
$327K -$3.88K -81 -1%
PCH
1805
PGIM Custom Harvest
New Jersey
$327K +$320K +6,684 New
FNFDCM
1806
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$326K – – –
SMA
1807
Sage Mountain Advisors
Georgia
$326K +$298K +6,216 New
VFP
1808
Verus Financial Partners
Virginia
$325K -$301K -6,282 -50%
MPCG
1809
Matrix Private Capital Group
New York
$325K +$81.3K +1,696 +38%
SCA
1810
Stonebridge Capital Advisors
Minnesota
$324K -$32.9K -687 -10%
IP
1811
Investment Partners
Ohio
$324K +$240 +5 +0.1%
KBG
1812
Kahn Brothers Group
New York
$324K – – –
MSAM
1813
Moloney Securities Asset Management
Missouri
$323K -$25.3K -529 -8%
WAS
1814
Wealth Advisory Solutions
Indiana
$322K +$3.16K +66 +1%
PA
1815
PFG Advisors
Arizona
$321K -$53.2K -1,110 -15%
GDP
1816
Great Diamond Partners
Maine
$321K +$21.2K +442 +8%
FUBT
1817
First United Bank & Trust
Maryland
$321K +$49.8K +1,039 +20%
PWM
1818
PRW Wealth Management
Massachusetts
$320K +$27.3K +570 +10%
APA
1819
Allegiant Private Advisors
Florida
$320K +$292K +6,098 New
FFN
1820
Focus Financial Network
Minnesota
$319K -$19.1K -399 -6%
SIC
1821
Samalin Investment Counsel
New York
$317K -$31K -646 -10%
RWM
1822
RKL Wealth Management
Pennsylvania
$317K -$17.2K -360 -6%
FA
1823
Fagan Associates
New York
$317K – – –
AP
1824
Atwood & Palmer
Missouri
$315K – – –
SCA
1825
St. Clair Advisors
Ohio
$314K +$287K +6,000 New