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Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
1401
Quadrant Private Wealth Management
Pennsylvania
$2.9M +$148K +978 +6%
SAM
1402
Synergy Asset Management
Washington
$2.89M +$1.26M +8,325 +83%
SI
1403
Saxon Interests
Texas
$2.89M +$273K +1,807 +11%
CI
1404
Cigna Investments
Connecticut
$2.89M -$27.2K -180 -1%
PCA
1405
Providence Capital Advisors
North Carolina
$2.89M +$59K +391 +2%
PCMF
1406
Private Capital Management (Florida)
Florida
$2.89M +$48.3K +320 +2%
PTC
1407
Philadelphia Trust Company
Pennsylvania
$2.88M +$61.1K +405 +2%
LSPW
1408
Lake Street Private Wealth
Illinois
$2.88M +$244K +1,616 +10%
PWG
1409
Portside Wealth Group
Utah
$2.87M +$491K +3,257 +22%
PP
1410
Patron Partners
Texas
$2.87M -$14.2K -94 -0.5%
YIH
1411
Y-Intercept (HK)
Hong Kong
$2.86M +$2.74M +18,160 New
SGCA
1412
Steel Grove Capital Advisors
Tennessee
$2.86M +$613K +4,062 +29%
PIM
1413
Pullen Investment Management
Florida
$2.86M +$2.73M +18,121 New
BOS
1414
Bank of Stockton
California
$2.85M +$64.7K +429 +2%
SIC
1415
SFE Investment Counsel
California
$2.85M +$587K +3,893 +27%
WOC
1416
West Oak Capital
California
$2.85M +$21.1K +140 +0.8%
PFSC
1417
Peoples Financial Services Corp
Pennsylvania
$2.85M -$88.3K -585 -3%
SWA
1418
Stratos Wealth Advisors
Ohio
$2.85M -$3.46M -22,932 -56%
VWMG
1419
Virginia Wealth Management Group
Virginia
$2.85M +$1.36K +9 +0%
OC
1420
Oakworth Capital
Alabama
$2.84M +$476K +3,157 +21%
EM
1421
Excalibur Management
Massachusetts
$2.84M +$81.5K +540 +3%
CFG
1422
Cooper Financial Group
California
$2.83M +$53.3K +353 +2%
MAM
1423
Milestone Asset Management
Pennsylvania
$2.83M +$2.7M +17,911 New
OPA
1424
Old Port Advisors
Maine
$2.82M +$131K +870 +5%
CHAM
1425
Clear Harbor Asset Management
Connecticut
$2.82M -$13.3K -88 -0.5%