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Name Holding Trade Value Shares
Change
Change in
Stake
HI
1051
Hudock Inc
Pennsylvania
$1.59M -$168K -2,002 -8%
DPIM
1052
Duff & Phelps Investment Management
Illinois
$1.59M – – –
WSTAM
1053
Wilbanks Smith & Thomas Asset Management
Virginia
$1.59M +$6.22K +74 +0.3%
AWM
1054
Avior Wealth Management
Nebraska
$1.59M +$392K +4,666 +27%
SSG
1055
Summit Securities Group
New York
$1.58M +$446K +5,300 +32%
YIA
1056
YHB Investment Advisors
Connecticut
$1.58M -$841K -9,994 -31%
TCBWMS
1057
Texas Capital Bank Wealth Management Services
Texas
$1.57M +$1.84M +21,855 New
MWM
1058
Meridian Wealth Management
Kentucky
$1.57M -$241K -2,863 -12%
SFS
1059
Strategic Financial Services
New York
$1.57M -$185K -2,201 -9%
OMIC
1060
Old Mission Investment Co
Michigan
$1.56M +$103K +1,227 +6%
CHJWM
1061
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.56M +$198K +2,354 +14%
TF
1062
TRH Financial
Iowa
$1.56M +$403K +4,792 +28%
OIA
1063
OneDigital Investment Advisors
Kansas
$1.56M -$557K -6,624 -23%
CCM
1064
Crossvault Capital Management
Texas
$1.55M -$82.7K -983 -4%
RG
1065
Rikoon Group
New Mexico
$1.54M -$90.2K -1,072 -5%
TH
1066
TCTC Holdings
Texas
$1.54M -$38K -452 -2%
CAM
1067
Cypress Asset Management
Texas
$1.54M -$304K -3,612 -14%
TCOO
1068
Trust Company of Oklahoma
Oklahoma
$1.54M +$1.8M +21,387 New
LCM
1069
LVM Capital Management
Michigan
$1.54M -$52.1K -620 -3%
PFSC
1070
Peoples Financial Services Corp
Pennsylvania
$1.54M -$10.5K -125 -0.6%
HF
1071
HRT Financial
New York
$1.53M -$11.3M -134,296 -86%
BSB
1072
Bangor Savings Bank
Maine
$1.52M -$100K -1,190 -5%
PAMG
1073
Patton Albertson Miller Group
Tennessee
$1.52M -$156K -1,853 -8%
CF
1074
Centaurus Financial
California
$1.51M -$462K -5,489 -21%
BWA
1075
BDO Wealth Advisors
Florida
$1.51M -$95.8K -1,139 -5%