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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
1326
Joel Isaacson & Co
New York
$4.26M +$68K +650 +2%
CBA
1327
Coastal Bridge Advisors
Connecticut
$4.24M +$135K +1,287 +4%
QAM
1328
Q3 Asset Management
Michigan
$4.24M +$3.77M +36,086 New
CTFG
1329
Capstone Triton Financial Group
Oklahoma
$4.24M +$3.77M +36,057 New
CWM
1330
Cordatus Wealth Management
Pennsylvania
$4.23M -$28.1K -269 -0.7%
WPC
1331
White Pine Capital
Minnesota
$4.22M +$576K +5,508 +18%
CFP
1332
Catalyst Financial Partners
Massachusetts
$4.22M +$364K +3,483 +11%
PCA
1333
Peddock Capital Advisors
Massachusetts
$4.21M -$13.6K -130 -0.4%
PMG
1334
Private Management Group
California
$4.21M +$58.7K +561 +2%
ASA
1335
Axxion S.A.
Luxembourg
$4.21M +$3.74M +35,808 New
TCM
1336
Tufton Capital Management
Maryland
$4.2M -$10.5K -100 -0.3%
HIMS
1337
Hager Investment Management Services
New Hampshire
$4.19M -$911K -8,714 -20%
EB
1338
Eastern Bank
Massachusetts
$4.19M +$120K +1,144 +3%
CFSG
1339
Community Financial Services Group
Vermont
$4.18M -$49.7K -475 -1%
Financial Engines Advisors
1340
Financial Engines Advisors
California
$4.17M +$76.7K +733 +2%
PNFS
1341
PW Nova Financial Services
Pennsylvania
$4.16M -$26.5K -253 -0.7%
TWIM
1342
TIAA Wealth Investment Management
New York
$4.16M -$15.5M -148,071 -81%
SFS
1343
Stiles Financial Services
Minnesota
$4.16M -$102K -971 -3%
CA
1344
Cache Advisors
California
$4.15M +$674K +6,447 +22%
MP
1345
McDonald Partners
Ohio
$4.15M -$723K -6,912 -16%
AWM
1346
Allen Wealth Management
North Carolina
$4.14M -$475K -4,546 -11%
WCM
1347
Weaver Capital Management
Georgia
$4.13M
LWM
1348
Lodestone Wealth Management
Washington
$4.13M -$14.4K -138 -0.4%
CAMV
1349
Concord Asset Management (Virginia)
Virginia
$4.12M +$1.68M +16,098 +85%
GSB
1350
Greenfield Savings Bank
Massachusetts
$4.11M -$27K -258 -0.7%