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Name Holding Trade Value Shares
Change
Change in
Stake
SFI
1301
SPC Financial Inc
Maryland
$627K +$26.8K +210 +5%
JWBC
1302
John W. Bristol & Co
New York
$625K -$37.3K -293 -6%
AUB
1303
Atlantic Union Bankshares
Virginia
$623K
RAM
1304
Redmond Asset Management
Virginia
$618K +$34K +267 +6%
BOS
1305
Bank of Stockton
California
$617K +$230K +1,804 +65%
AI
1306
Accredited Investors
Minnesota
$616K +$15K +118 +3%
FCCM
1307
First City Capital Management
Georgia
$614K
AIA
1308
Armor Investment Advisors
North Carolina
$611K +$10.6K +83 +2%
VA
1309
Valmark Advisers
Ohio
$606K -$3.44K -27 -0.6%
DMK
1310
David M. Knott
$604K
IWC
1311
Integrated Wealth Concepts
Massachusetts
$602K +$255K +2,003 +81%
CS
1312
Cannell & Spears
New York
$600K -$251K -1,971 -31%
CWS
1313
Cypress Wealth Services
California
$600K +$567K +4,446 New
TCM
1314
Telos Capital Management
California
$599K +$28.8K +226 +5%
TIM
1315
Tortoise Investment Management
New York
$596K
P
1316
Pitcairn
Pennsylvania
$590K -$125K -983 -18%
WWM
1317
Windsor Wealth Management
Indiana
$589K +$70K +549 +14%
IWM
1318
IHT Wealth Management
Illinois
$588K -$93.8K -736 -14%
HCP
1319
Holt Capital Partners
Texas
$588K
MPWT
1320
MassMutual Private Wealth & Trust
Connecticut
$587K -$26.8K -210 -5%
Jones Financial Companies
1321
Jones Financial Companies
Missouri
$585K -$35.1K -275 -6%
CAG
1322
Csenge Advisory Group
Florida
$579K -$24K -188 -4%
CWG
1323
Cornerstone Wealth Group
North Carolina
$574K +$542K +4,252 New
KP
1324
Keel Point
Alabama
$573K -$456K -3,580 -46%
CGL
1325
Clarius Group LLC
Washington
$572K +$297K +2,329 +122%