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Name Holding Trade Value Shares
Change
Change in
Stake
IHT Wealth Management
751
IHT Wealth Management
Illinois
$642K +$346K +5,242 +107%
KTC
752
Kistler-Tiffany Companies
Pennsylvania
$641K +$16K +242 +2%
NNP
753
Nachman Norwood & Parrott
South Carolina
$639K – – –
BCM
754
Bluefin Capital Management
New York
$637K +$388K +5,870 +140%
EM
755
Excalibur Management
Massachusetts
$634K -$13.4K -203 -2%
BMC
756
Beaton Management Company
Massachusetts
$634K – – –
Carnegie Investment Counsel
757
Carnegie Investment Counsel
Ohio
$633K +$48.7K +738 +8%
ESCM
758
Echo Street Capital Management
New York
$632K +$435K +6,591 +194%
UIA
759
UBP Investment Advisors
Switzerland
$630K +$654K +9,905 New
Avantax Advisory Services
760
Avantax Advisory Services
Texas
$626K +$2.64K +40 +0.4%
OA
761
Oxbow Advisors
Texas
$625K – – –
GFA
762
Gifford Fong Associates
California
$622K – – –
Avidian Wealth Enterprises
763
Avidian Wealth Enterprises
Texas
$619K +$6.8K +103 +1%
PFSC
764
Peoples Financial Services Corp
Pennsylvania
$602K -$10.6K -160 -2%
MAI Capital Management
765
MAI Capital Management
Ohio
$602K +$29K +439 +5%
Gradient Investments
766
Gradient Investments
Minnesota
$601K -$1.32K -20 -0.2%
VWM
767
Vigilare Wealth Management
Arizona
$598K +$104K +1,579 +20%
WP
768
WealthPLAN Partners
Nebraska
$598K +$106K +1,612 +21%
Sequoia Financial Advisors
769
Sequoia Financial Advisors
Ohio
$596K +$46.9K +710 +8%
JSC
770
Jackson Square Capital
California
$594K +$53K +802 +9%
MIC
771
Meridian Investment Counsel
California
$590K – – –
Nicholas Hoffman & Company
772
Nicholas Hoffman & Company
Georgia
$589K +$28.2K +427 +5%
Federation des caisses Desjardins du Quebec
773
Federation des caisses Desjardins du Quebec
Quebec, Canada
$587K +$154K +2,338 +34%
ASA
774
Armstrong Shaw Associates
Connecticut
$586K -$80.5K -1,219 -12%
Mission Wealth Management
775
Mission Wealth Management
California
$585K +$21.9K +331 +4%