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Name Holding Trade Value Shares
Change
Change in
Stake
SJIM
901
St. Johns Investment Management
Florida
$1.03M -$37.1K -102 -3%
SHFA
902
SS&H Financial Advisors
Michigan
$1.03M +$1.19M +3,275 New
BG
903
Bollard Group
Massachusetts
$1.02M -$67.6K -186 -5%
FF
904
Friedenthal Financial
New Jersey
$1.02M +$1.18M +3,243 +27,025%
TBA
905
Tower Bridge Advisors
Pennsylvania
$1.02M +$173K +475 +17%
YP
906
YANKCOM Partnership
South Dakota
$1.01M – – –
MNBTD
907
Moody National Bank Trust Division
Texas
$999K +$3.27K +9 +0.3%
AAA
908
Andrews Advisory Associates
Hawaii
$998K -$172K -473 -13%
CBA
909
Coastal Bridge Advisors
Connecticut
$997K +$4K +11 +0.3%
LIM
910
Leavell Investment Management
Alabama
$986K – – –
ACIM
911
Azimuth Capital Investment Management
Michigan
$980K – – –
KLI
912
Kelman-Lazarov Inc
Tennessee
$979K +$3.63K +10 +0.3%
LAM
913
L2 Asset Management
Massachusetts
$978K +$699K +1,923 +160%
IAIM
914
International Assets Investment Management
Florida
$976K +$126M +347,079 New
FDS
915
First Dallas Securities
Texas
$974K – – –
SL
916
Sentinus LLC
Illinois
$967K -$27.3K -75 -2%
ACP
917
Aviance Capital Partners
Florida
$966K -$18.2K -50 -2%
BMC
918
Beaton Management Company
Massachusetts
$960K -$18.2K -50 -2%
AM
919
AGF Management
Ontario, Canada
$959K -$269K -740 -19%
OFS
920
OneAscent Financial Services
Alabama
$958K -$35.6K -98 -3%
GLA
921
Great Lakes Advisors
Illinois
$951K +$717K +1,973 +185%
SWM
922
SeaCrest Wealth Management
New York
$947K +$51.2K +141 +5%
KJHP
923
K.J. Harrison & Partners
Ontario, Canada
$946K – – –
CC
924
Courier Capital
New York
$945K -$72.7K -200 -6%
PPW
925
Parcion Private Wealth
Washington
$941K +$56.3K +155 +5%