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Name Holding Trade Value Shares
Change
Change in
Stake
WCF
276
West Coast Financial
California
$2.05M -$64.8K -425 -3%
LNWWM
277
Laird Norton Wetherby Wealth Management
California
$2.05M +$194K +1,273 +11%
FA
278
Fagan Associates
New York
$2.04M +$49.6K +325 +3%
HFS
279
HL Financial Services
Kentucky
$1.98M -$3.66K -24 -0.2%
PAM
280
Private Asset Management
California
$1.97M -$7.63K -50 -0.4%
ISL
281
Ingalls & Snyder LLC
New York
$1.94M -$40.6K -266 -2%
JIC
282
Joel Isaacson & Co
New York
$1.93M -$42K -275 -2%
VAS
283
Vestmark Advisory Solutions
Massachusetts
$1.92M +$1.79M +11,709 New
SHCM
284
Stokes & Hubbell Capital Management
Louisiana
$1.91M -$21.8K -143 -1%
GAM
285
Griffin Asset Management
New York
$1.91M -$168K -1,100 -9%
BBI
286
Baxter Bros Inc
Connecticut
$1.89M -$53.4K -350 -3%
BCM
287
Brookmont Capital Management
Texas
$1.89M +$1.22K +8 +0.1%
BFO
288
Boston Family Office
Massachusetts
$1.86M +$57.8K +379 +3%
CWM
289
Circle Wealth Management
New Jersey
$1.86M +$1.73M +11,350 New
BFO
290
Biltmore Family Office
North Carolina
$1.85M
ANI
291
American National Insurance
Texas
$1.85M
WCM
292
Wunderlich Capital Managemnt
Tennessee
$1.83M -$12.7K -83 -0.7%
PAI
293
Pittenger & Anderson Inc
Nebraska
$1.82M -$428K -2,807 -20%
MCM
294
McKinley Capital Management
Alaska
$1.82M +$41.2K +270 +2%
WPA
295
Winning Points Advisors
Florida
$1.8M -$15.3K -100 -0.9%
HTC
296
Haverford Trust Company
Pennsylvania
$1.79M +$48.1K +315 +3%
OPA
297
Old Port Advisors
Maine
$1.77M +$9K +59 +0.5%
MNBTD
298
Moody National Bank Trust Division
Texas
$1.76M +$9.92K +65 +0.6%
VNA
299
Valley National Advisers
Pennsylvania
$1.74M -$97.7K -640 -6%
SFS
300
Sowell Financial Services
Arkansas
$1.7M +$89.1K +584 +6%