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Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1301
Gemmer Asset Management
California
$557K +$224K +1,514 +60%
W
1302
Wealthquest
Ohio
$556K -$30.9K -209 -5%
EFSCE
1303
Enterprise Financial Services Corp (EFSC)
Missouri
$555K -$31.2K -211 -5%
SIC
1304
Sigma Investment Counselors
Michigan
$555K -$7.68K -52 -1%
DJSG
1305
D.J. St. Germain
Massachusetts
$555K -$1.62K -11 -0.3%
TFF
1306
The Family Firm
Maryland
$552K -$27.9K -189 -5%
DWM
1307
Destination Wealth Management
California
$551K -$3.6M -24,398 -86%
CSMF
1308
Charles Stewart Mott Foundation
Michigan
$551K +$587K +3,975 New
CCMG
1309
Clark Capital Management Group
Pennsylvania
$546K -$13.9K -94 -2%
FIM
1310
Frontier Investment Management
Texas
$545K +$69.8K +473 +14%
IAS
1311
IMA Advisory Services
Colorado
$543K +$77.2K +523 +15%
BPCE
1312
Bank Pictet & Cie (Europe)
Germany
$542K +$577K +3,908 New
AIM
1313
Aspen Investment Management
Michigan
$539K -$34.7K -235 -6%
PAM
1314
Princeton Alpha Management
New Jersey
$539K +$575K +3,891 New
DBT
1315
Dubuque Bank & Trust
Iowa
$537K -$114K -775 -17%
PFS
1316
Prospera Financial Services
Texas
$537K +$96.4K +653 +18%
MCWS
1317
McKinley Carter Wealth Services
West Virginia
$535K -$119K -808 -17%
VWM
1318
Vector Wealth Management
Minnesota
$535K +$37.5K +254 +7%
FHC
1319
First Heartland Consultants
Missouri
$534K +$82.8K +561 +17%
MBT
1320
Montecito Bank & Trust
California
$531K -$98.1K -664 -15%
BBNB
1321
Baker Boyer National Bank
Washington
$530K -$1.01M -6,859 -64%
FBA
1322
Front Barnett Associates
Illinois
$524K -$100K -680 -15%
BFA
1323
Beaumont Financial Advisors
Massachusetts
$524K
TYCC
1324
Texas Yale Capital Corp
Florida
$524K +$443 +3 +0.1%
LBC
1325
Lawrence B. Cohen
$521K +$57.9K +392 +12%