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Name Holding Trade Value Shares
Change
Change in
Stake
IPAM
1151
Investment Partners Asset Management
New Jersey
$1.96M +$40.6K +207 +2%
DBIA
1152
Dumont & Blake Investment Advisors
New Jersey
$1.96M -$1.78M -9,098 -51%
SFP
1153
Sandbox Financial Partners
Maryland
$1.96M +$196 +1 +0%
LCM
1154
LVM Capital Management
Michigan
$1.96M
FTIS
1155
First Trust Investment Solutions
Florida
$1.95M -$418K -2,133 -19%
WI
1156
WBI Investments
New Jersey
$1.95M +$1.73M +8,830 New
MBT
1157
Montecito Bank & Trust
California
$1.95M +$44.5K +227 +3%
CSC
1158
Caldwell Sutter Capital
California
$1.95M -$166K -848 -9%
B
1159
Bailard
California
$1.94M -$208K -1,061 -11%
DSC
1160
Duncker Streett & Co
Missouri
$1.94M +$16.3K +83 +1%
FGA
1161
Fortis Group Advisors
New Jersey
$1.94M +$3.14K +16 +0.2%
NB
1162
Nicolet Bankshares
Wisconsin
$1.93M -$158K -806 -8%
KIA
1163
KCM Investment Advisors
California
$1.93M +$25.9K +132 +2%
BWM
1164
BKM Wealth Management
Wisconsin
$1.92M +$318K +1,623 +23%
EWA
1165
Exencial Wealth Advisors
Oklahoma
$1.91M -$282K -1,438 -14%
SDAM
1166
Shulman DeMeo Asset Management
New York
$1.9M +$980 +5 +0.1%
CPSC
1167
Carl P. Sherr & Co
Massachusetts
$1.9M +$784 +4 +0%
MWA
1168
Midland Wealth Advisors
Illinois
$1.9M -$263K -1,343 -13%
BCM
1169
Becker Capital Management
Oregon
$1.9M +$84.1K +429 +5%
BONH
1170
Bank of New Hampshire
New Hampshire
$1.9M +$837K +4,267 +99%
MAM
1171
Milestone Asset Management
Pennsylvania
$1.89M -$1.22M -6,222 -42%
SDIC
1172
South Dakota Investment Council
South Dakota
$1.89M
BIM
1173
Baldwin Investment Management
Pennsylvania
$1.89M
PL
1174
Perpetual Ltd
Australia
$1.89M -$3.24M -16,536 -66%
PGWM
1175
Parisi Gray Wealth Management
New Jersey
$1.89M -$19.4K -99 -1%