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Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
601
Stonehage Fleming Financial Services
Jersey
$567K
MCCA
602
Mill Creek Capital Advisors
Pennsylvania
$565K -$214 -1 -0%
ISL
603
Ingalls & Snyder LLC
New York
$564K -$49.2K -230 -8%
GSWM
604
Golden State Wealth Management
California
$560K -$9.41K -44 -2%
PR
605
Payden & Rygel
California
$559K
AIM
606
Anchor Investment Management
South Carolina
$550K -$34.8K -163 -6%
E
607
Evansbrook
Illinois
$548K
ESB
608
Essex Savings Bank
Connecticut
$546K -$214K -1,000 -28%
C
609
Certuity
Florida
$543K -$132K -616 -19%
FNFDCM
610
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$543K -$214 -1 -0%
Aristotle Capital Management
611
Aristotle Capital Management
California
$542K
MO
612
McMillan Office
Michigan
$542K
RRA
613
Red Reef Advisors
Florida
$539K -$214 -1 -0%
CFO
614
Callan Family Office
Pennsylvania
$538K -$130K -610 -19%
SC
615
Sapient Capital
Indiana
$537K +$551K +2,577 New
WC
616
Waterloo Capital
Texas
$537K +$15K +70 +3%
KWM
617
Keebeck Wealth Management
Illinois
$534K +$162K +756 +42%
ACM
618
Allred Capital Management
Texas
$533K +$641 +3 +0.1%
UAML
619
US Asset Management LLC
Pennsylvania
$531K +$1.28K +6 +0.2%
KPWG
620
KFA Private Wealth Group
Virginia
$525K -$3.63K -17 -0.7%
ATPW
621
Ashton Thomas Private Wealth
Arizona
$524K +$91.5K +428 +21%
TPCW
622
TD Private Client Wealth
New York
$523K +$54.7K +256 +11%
AAS
623
Annex Advisory Services
Wisconsin
$519K -$103K -481 -16%
MSFS
624
Main Street Financial Solutions
Pennsylvania
$516K +$40.2K +188 +8%
MWPCG
625
Measured Wealth Private Client Group
New Hampshire
$509K