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Name Holding Trade Value Shares
Change
Change in
Stake
SPI
1051
Sutton Place Investors
New York
$364K +$322K +17,521 New
T
1052
TNF
Montana
$363K -$9.02K -490 -3%
BEAM
1053
Baker Ellis Asset Management
Washington
$361K +$42.3K +2,300 +15%
TWM
1054
Titus Wealth Management
California
$360K +$129 +7 +0%
PFO
1055
Pathstone Family Office
New Jersey
$359K +$88.9K +4,832 +39%
WP
1056
WealthSource Partners
California
$358K +$18.8K +1,021 +6%
XF
1057
XML Financial
Maryland
$357K +$96.4K +5,236 +44%
WIP
1058
WealthCare Investment Partners
Rhode Island
$357K +$316K +17,175 New
EW
1059
Evoke Wealth
California
$356K +$2.5K +136 +0.8%
HC
1060
Hamilton Capital
Ohio
$356K +$13.1K +714 +4%
PWM
1061
Purus Wealth Management
California
$356K +$316K +17,160 New
Fayez Sarofim & Co
1062
Fayez Sarofim & Co
Texas
$355K +$314K +17,075 New
JFGIW
1063
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$354K -$24.5K -1,331 -7%
KC
1064
Kingfisher Capital
North Carolina
$353K +$313K +17,002 New
Vanguard Capital Wealth Advisors
1065
Vanguard Capital Wealth Advisors
Colorado
$350K -$15.9K -864 -5%
HWM
1066
Hohimer Wealth Management
Washington
$349K +$9.04K +491 +3%
TCM
1067
Tufton Capital Management
Maryland
$347K
PSUF
1068
People's United Financial
Connecticut
$346K -$72.1K -3,919 -19%
CRWM
1069
Castle Rock Wealth Management
California
$344K +$7.25K +394 +2%
NFG
1070
Nadler Financial Group
Illinois
$341K +$70.5K +3,829 +30%
FFA
1071
First Foundation Advisors
California
$339K +$1.84K +100 +0.6%
NCM
1072
NCM Capital Management
New Jersey
$338K +$300K +16,282 New
ACM
1073
Aljian Capital Management
Nevada
$338K +$300K +16,289 New
TVAMP
1074
Tennessee Valley Asset Management Partners
Tennessee
$335K +$56.7K +3,082 +24%
FT
1075
Fiduciary Trust
Massachusetts
$332K +$109K +5,899 +59%