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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
376
Sterling Investment Management
Arizona
$1.12M -$15.4K -86 -1%
BBI
377
Baxter Bros Inc
Connecticut
$1.12M +$125K +700 +12%
JIC
378
Joel Isaacson & Co
New York
$1.12M +$1.43K +8 +0.1%
SF
379
Summit Financial
New Jersey
$1.1M -$20K -112 -2%
VVP
380
Venture Visionary Partners
Ohio
$1.1M +$2.5K +14 +0.2%
HT
381
Headlands Technologies
Illinois
$1.09M +$1.12M +6,276 New
S
382
SignatureFD
Georgia
$1.08M +$40.5K +227 +4%
DWP
383
Daymark Wealth Partners
Ohio
$1.07M +$905K +5,067 +454%
UB
384
UMB Bank
Missouri
$1.07M +$55.3K +310 +5%
CNBT
385
Canandaigua National Bank & Trust
New York
$1.07M -$7.86K -44 -0.7%
CWM
386
Compass Wealth Management
Connecticut
$1.06M
CHJWM
387
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.06M
BWM
388
BCGM Wealth Management
Indiana
$1.05M +$73.9K +414 +7%
RPC
389
Rossmore Private Capital
Connecticut
$1.05M
AWM
390
Aberdeen Wealth Management
Illinois
$1.04M -$27.3K -153 -2%
HFM
391
Hartford Financial Management
Connecticut
$1.04M
LC
392
Lindbrook Capital
California
$1.04M -$70K -392 -6%
FFWA
393
FRG Family Wealth Advisors
Washington
$1.03M -$42.8K -240 -4%
SWM
394
Spire Wealth Management
Virginia
$1.03M +$543K +3,043 +106%
DADC
395
D.A. Davidson & Co
Montana
$1.02M +$154K +865 +17%
NME
396
Notis-McConarty Edward
$1.01M
RPCONE
397
Retirement Planning Company of New England
Rhode Island
$1M -$14.3K -80 -1%
V
398
Veritable
Delaware
$1M -$29.3K -164 -3%
KFGK
399
Keystone Financial Group (Kentucky)
Kentucky
$999K +$1.03M +5,761 New
CFB
400
Cullen/Frost Bankers
Texas
$997K -$5K -28 -0.5%