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Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1826
Palisade Capital Management
New Jersey
$617K -$1.37K -14 -0.2%
HDIM
1827
Hanson & Doremus Investment Management
Vermont
$611K -$18K -184 -3%
EWM
1828
Edge Wealth Management
New York
$611K +$180K +1,840 +46%
AP
1829
Appleton Partners
Massachusetts
$610K +$18.8K +193 +3%
HPWM
1830
Highland Private Wealth Management
Washington
$609K -$10.3K -106 -2%
MWM
1831
Modera Wealth Management
New Jersey
$606K -$113K -1,160 -17%
SW
1832
SkyOak Wealth
Michigan
$606K -$37K -379 -6%
BWCS
1833
Beirne Wealth Consulting Services
Connecticut
$605K -$242K -2,474 -30%
SFSG
1834
Sound Financial Strategies Group
Mississippi
$604K +$563K +5,766 New
MPW
1835
Monterey Private Wealth
California
$601K +$49.7K +509 +9%
SAMT
1836
Select Asset Management & Trust
Pennsylvania
$600K
VCM
1837
Versant Capital Management
Arizona
$598K +$781 +8 +0.1%
DMC
1838
Drexel Morgan & Co
Pennsylvania
$596K
IFWM
1839
Institute for Wealth Management
Colorado
$595K -$77.1K -790 -12%
GTCM
1840
Gyon Technologies Capital Management
New Jersey
$593K -$6.74K -69 -1%
AA
1841
Advisory Alpha
Michigan
$593K +$83K +850 +18%
SCM
1842
Southport Capital Management
Tennessee
$592K +$97.4K +997 +21%
CBT
1843
Central Bank & Trust
Kentucky
$589K -$535K -5,482 -49%
GWAM
1844
Guardian Wealth Advisors (Minnesota)
Minnesota
$589K +$18.7K +192 +4%
BA
1845
Birinyi Associates
Connecticut
$587K +$8.01K +82 +1%
CG
1846
Corundum Group
Colorado
$587K +$159K +1,627 +41%
CL
1847
Choreo LLC
Illinois
$583K -$14.1K -144 -3%
VLC
1848
Van Leeuwen & Company
New Jersey
$582K
MFW
1849
Mosaic Family Wealth
Missouri
$581K +$1.07K +11 +0.2%
TI
1850
Trexquant Investment
Connecticut
$580K -$5.43M -55,617 -91%