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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1151
Belpointe Asset Management
Nevada
$782K +$41.6K +358 +6%
SLF
1152
Sun Life Financial
Ontario, Canada
$780K +$18.8K +162 +2%
CFGS
1153
Concourse Financial Group Securities
Alabama
$779K -$213K -1,834 -21%
BSA
1154
Braun Stacey Associates
New York
$779K -$12.1K -104 -2%
FFA
1155
First Foundation Advisors
California
$777K -$554K -4,772 -41%
PCM
1156
Penserra Capital Management
California
$776K -$7.2K -62 -0.9%
RI
1157
RWWM Inc
California
$770K -$7.68M -66,140 -91%
SMC
1158
Smith, Moore & Co
Missouri
$764K +$34.4K +296 +5%
TC
1159
Telemus Capital
Michigan
$763K -$20.2K -174 -3%
BHIA
1160
Birch Hill Investment Advisors
Massachusetts
$761K
LNB
1161
Ledyard National Bank
$760K -$450K -3,878 -37%
IWA
1162
Intercontinental Wealth Advisors
Texas
$760K -$235K -2,023 -24%
AP
1163
Atwood & Palmer
Missouri
$758K
CPA
1164
Cowen Prime Advisors
New York
$758K +$59.2K +510 +10%
HPC
1165
Hobart Private Capital
North Carolina
$756K +$761K +6,551 New
JWA
1166
JFS Wealth Advisors
Pennsylvania
$753K +$255K +2,197 +51%
MMHP
1167
Murphy Middleton Hinkle & Parker
Georgia
$752K +$80.1K +690 +12%
FIM
1168
Frontier Investment Management
Texas
$750K -$61.9K -533 -8%
MG
1169
Mather Group
Illinois
$749K +$288K +2,481 +62%
WWM
1170
Windsor Wealth Management
Indiana
$747K +$71K +611 +10%
RPC
1171
Rossmore Private Capital
Connecticut
$742K +$24.3K +209 +3%
CA
1172
Calton & Associates
Florida
$740K -$17K -146 -2%
VCM
1173
Virtue Capital Management
Tennessee
$739K +$743K +6,398 New
BIA
1174
Bigelow Investment Advisors
Maine
$738K -$288K -2,482 -28%
SIC
1175
Shoker Investment Counsel
Ohio
$738K +$7.08K +61 +1%