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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1126
Circle Wealth Management
New Jersey
$3.48M +$436K +3,487 +14%
ECM
1127
Estabrook Capital Management
New York
$3.48M -$109K -871 -3%
WSC
1128
Wellington Shields & Co
New York
$3.46M +$107K +854 +3%
SCI
1129
S&CO Inc
Massachusetts
$3.45M – – –
RCM
1130
RB Capital Management
Nevada
$3.45M +$87.6K +701 +3%
SIM
1131
SRS Investment Management
New York
$3.44M +$3.47M +27,766 New
AWM
1132
Avitas Wealth Management
California
$3.44M +$613K +4,902 +22%
FHA
1133
Flagship Harbor Advisors
Massachusetts
$3.42M -$6.88K -55 -0.2%
ETI
1134
Enterprise Trust & Investment
California
$3.41M -$6.25K -50 -0.2%
YL
1135
YCG LLC
Texas
$3.41M -$234K -1,871 -6%
WAM
1136
Wealthspire Advisors (Maryland)
Maryland
$3.4M -$783K -6,268 -19%
PWS
1137
Peloton Wealth Strategists
Indiana
$3.4M -$31.5K -252 -0.9%
SIM
1138
Sonora Investment Management
Arizona
$3.39M +$2.16M +17,308 +173%
BFPW
1139
BOK Financial Private Wealth
Colorado
$3.39M -$236K -1,888 -6%
AP
1140
Arlington Partners
Alabama
$3.38M -$3.38K -27 -0.1%
TNA
1141
True North Advisors
Texas
$3.36M -$3.35M -26,831 -50%
BG
1142
Bollard Group
Massachusetts
$3.36M -$74.2K -594 -2%
QPWM
1143
Quadrant Private Wealth Management
Pennsylvania
$3.36M +$226K +1,812 +7%
QFA
1144
Quattro Financial Advisors
Texas
$3.35M -$590K -4,724 -15%
WPP
1145
Whalerock Point Partners
Rhode Island
$3.35M -$2.94M -23,532 -88%
CWM
1146
CMH Wealth Management
New Hampshire
$3.34M +$28.1K +225 +0.8%
SIM
1147
Seaview Investment Managers
Florida
$3.34M +$3.44M +27,511 New
AIM
1148
AMI Investment Management
Indiana
$3.33M +$307K +2,460 +10%
MKC
1149
M. Kraus & Co
Vermont
$3.32M +$124K +995 +4%
SFS
1150
Strategic Financial Services
New York
$3.32M -$52.7K -422 -2%
44 45
46
47 48