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Name Holding Trade Value Shares
Change
Change in
Stake
TFO
801
Tarbox Family Office
California
$28K
SSB
802
Sandy Spring Bank
Maryland
$27K
CA
803
Clearstead Advisors
Ohio
$27K +$26.7K +316 New
First Manhattan
804
First Manhattan
New York
$26K
GAM
805
Gemmer Asset Management
California
$26K
CIA
806
CSat Investment Advisory
Michigan
$25K +$6.77K +80 +38%
SWM
807
Spire Wealth Management
Virginia
$24K +$23.7K +280 New
AWM
808
Avior Wealth Management
Nebraska
$23K
LWM
809
Liberty Wealth Management
California
$23K
GWS
810
Glassman Wealth Services
Virginia
$22K +$5.75K +68 +37%
CCA
811
Catalyst Capital Advisors
New York
$21K -$4.06K -48 -16%
ST
812
Smithfield Trust
Pennsylvania
$18K -$108K -1,280 -86%
SLF
813
Sun Life Financial
Ontario, Canada
$18K -$338 -4 -2%
DAM
814
Delta Asset Management
Tennessee
$18K
EARNEST Partners
815
EARNEST Partners
Georgia
$18K
KPCM
816
Kings Point Capital Management
New York
$18K
HI
817
Harbour Investments
Wisconsin
$18K +$18.3K +216 New
WT
818
Washington Trust
Rhode Island
$17K
BWL
819
Bogart Wealth LLC
Virginia
$17K +$16.6K +196 New
SWA
820
Sutton Wealth Advisors
Florida
$16.4K -$1.69K -20 -9%
JFGIW
821
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K -$88.7K -1,048 -85%
POIA
822
Pin Oak Investment Advisors
Texas
$16K
SCA
823
Stuart Chaussee & Associates
California
$15K
TVWM
824
Tower View Wealth Management
Wisconsin
$15K +$14.6K +172 New
KFI
825
Key Financial Inc
Pennsylvania
$14K +$13.5K +160 New