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Name Holding Trade Value Shares
Change
Change in
Stake
HAG
851
HighPoint Advisor Group
Illinois
$450K +$50.3K +312 +13%
BFC
852
Bedel Financial Consulting
Indiana
$446K -$41.8K -259 -8%
RIM
853
Rampart Investment Management
Connecticut
$445K -$14.3K -89 -3%
JAM
854
Jolley Asset Management
North Carolina
$440K +$198K +1,225 +68%
EWM
855
Evercore Wealth Management
New York
$439K -$106K -656 -18%
VWM
856
Valley Wealth Managers
New Jersey
$439K -$61.3K -380 -11%
BRWM
857
B. Riley Wealth Management
Tennessee
$439K -$37.1K -230 -7%
CCG
858
Ceeto Capital Group
Florida
$439K – – –
HKAM
859
Horizon Kinetics Asset Management
New York
$438K -$68.5K -425 -12%
SRAM
860
Stone Ridge Asset Management
New York
$437K -$48.4K -300 -9%
EGA
861
E&G Advisors
Texas
$437K – – –
FWM
862
Frontier Wealth Management
Missouri
$436K +$45.1K +280 +10%
FBC
863
Fairfield, Bush & Co
Connecticut
$435K -$60.5K -375 -11%
PPCM
864
Pillar Pacific Capital Management
California
$435K – – –
ACM
865
Aljian Capital Management
Nevada
$434K -$399K -2,477 -45%
SNT
866
Security National Trust
West Virginia
$434K -$5.64K -35 -1%
TWA
867
TCI Wealth Advisors
Arizona
$432K +$19.8K +123 +4%
FIM
868
Freedom Investment Management
Connecticut
$431K +$4.84K +30 +1%
BRWA
869
B. Riley Wealth Advisors
Florida
$428K -$223K -1,384 -32%
FCFC
870
First Commonwealth Financial Corp
Pennsylvania
$426K – – –
MF
871
Magnetar Financial
Illinois
$423K +$468K +2,905 New
SFP
872
Shepherd Financial Partners
Massachusetts
$422K +$1.13K +7 +0.2%
MWC
873
MBM Wealth Consultants
Missouri
$422K +$17.6K +109 +4%
CCA
874
Checchi Capital Advisers
California
$422K +$50K +310 +12%
FB
875
Fulton Bank
Pennsylvania
$419K +$47.9K +297 +12%