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Name Holding Trade Value Shares
Change
Change in
Stake
SC
701
Searle & Co
Connecticut
$4.37M
JCM
702
Janney Capital Management
Pennsylvania
$4.35M +$95.3K +262 +2%
BEAM
703
Baker Ellis Asset Management
Washington
$4.34M +$10.9K +30 +0.3%
GDP
704
Great Diamond Partners
Maine
$4.31M +$258K +708 +7%
JC
705
JB Capital
Connecticut
$4.31M -$148K -408 -3%
HIC
706
Holderness Investments Company
North Carolina
$4.24M -$591K -1,625 -13%
BC
707
Bowman & Company
Wisconsin
$4.23M -$34.9K -96 -0.8%
DAS
708
Dynamic Advisor Solutions
Arizona
$4.23M +$808K +2,222 +24%
BHA
709
Beech Hill Advisors
New York
$4.22M -$633K -1,741 -13%
VFA
710
Valeo Financial Advisors
Indiana
$4.2M -$17.1K -47 -0.4%
MA
711
Montag & Associates
Georgia
$4.2M +$1.95M +5,370 +92%
TCA
712
Transcend Capital Advisors
New Jersey
$4.18M -$342K -939 -8%
SFI
713
SPC Financial Inc
Maryland
$4.16M -$46.6K -128 -1%
TRIA
714
Trail Ridge Investment Advisors
Colorado
$4.16M
CWI
715
Conscious Wealth Investments
Florida
$4.14M +$17.8K +49 +0.5%
ISWM
716
Independent Solutions Wealth Management
New York
$4.14M +$77.5K +213 +2%
PMAM
717
Picton Mahoney Asset Management
Ontario, Canada
$4.12M -$1.11M -3,065 -22%
TPCW
718
TD Private Client Wealth
New York
$4.11M +$94.9K +261 +2%
SFI
719
Siemens Fonds Invest
Germany
$4.09M -$80.7K -222 -2%
VT
720
Vise Technologies
New York
$4.09M -$540K -1,486 -12%
SAI
721
Savvy Advisors Inc
New York
$4.07M +$2M +5,494 +102%
HAG
722
HighPoint Advisor Group
Illinois
$4.07M -$196K -539 -5%
CWMK
723
Caliber Wealth Management (Kansas)
Kansas
$4.06M -$264K -725 -6%
PCM
724
Parsons Capital Management
Rhode Island
$4.05M +$380K +1,046 +11%
MFS
725
Miller Financial Services
Michigan
$4.05M -$1.29M -3,550 -25%