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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
826
Penobscot Investment Management
Massachusetts
$445K -$35.3K -138 -7%
PFS
827
Prospera Financial Services
Texas
$445K -$21K -82 -4%
VCM
828
Vigilant Capital Management
Maine
$442K +$4.09K +16 +0.9%
DWM
829
Dorchester Wealth Management
Quebec, Canada
$439K
KPW
830
Kore Private Wealth
New York
$435K -$36.8K -144 -7%
EF
831
Empirical Finance
Pennsylvania
$432K -$2.26M -8,851 -83%
FPCG
832
Fort Pitt Capital Group
Pennsylvania
$432K +$11.8K +46 +3%
ALAM
833
Asahi Life Asset Management
Japan
$432K +$453K +1,770 New
LIM
834
Longfellow Investment Management
Massachusetts
$430K -$215K -842 -32%
ACA
835
Atlas Capital Advisors
Wyoming
$424K -$46K -180 -9%
CGA
836
Crescent Grove Advisors
Illinois
$424K +$445K +1,741 New
ACM
837
AlphaStar Capital Management
North Carolina
$422K +$2.3K +9 +0.5%
LWP
838
Legacy Wealth Planning
Nevada
$421K
TSW
839
Thompson Siegel & Walmsley
Virginia
$419K -$40.2K -157 -8%
JIC
840
Joel Isaacson & Co
New York
$417K
Koshinski Asset Management
841
Koshinski Asset Management
Illinois
$416K -$8.7K -34 -2%
CAC
842
Certified Advisory Corp
Florida
$414K +$256 +1 +0.1%
FMB
843
Field & Main Bank
Kentucky
$411K +$84.4K +330 +24%
IAS
844
Investment Advisory Services
Texas
$410K +$430K +1,680 New
CG
845
Caprock Group
Idaho
$409K -$36.8K -144 -8%
PWLP
846
Prio Wealth Limited Partnership
Massachusetts
$409K +$79.3K +310 +23%
DWM
847
Doyle Wealth Management
Florida
$406K
EWM
848
Evermay Wealth Management
Virginia
$405K
MMG
849
Monetary Management Group
Missouri
$399K +$76.7K +300 +22%
MWPCG
850
Measured Wealth Private Client Group
New Hampshire
$397K +$104K +407 +33%