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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1301
Selective Wealth Management
Virginia
$1.06M -$207K -1,370 -17%
GI
1302
GAMMA Investing
California
$1.06M +$874K +5,783 New
SIC
1303
Salem Investment Counselors
North Carolina
$1.06M -$47.8K -316 -5%
LSA
1304
Lion Street Advisors
Texas
$1.06M -$781K -5,170 -44%
MMHP
1305
Murphy Middleton Hinkle & Parker
Georgia
$1.06M -$98.5K -652 -9%
MPWT
1306
MassMutual Private Wealth & Trust
Connecticut
$1.06M +$62.3K +412 +7%
MW
1307
Marcum Wealth
Ohio
$1.06M +$157K +1,041 +19%
BC
1308
Broadwater Capital
Massachusetts
$1.06M +$975K +6,455 New
CIG
1309
Cascade Investment Group
Colorado
$1.05M -$7.4K -49 -0.8%
CWM
1310
Connecticut Wealth Management
Connecticut
$1.05M +$202K +1,338 +26%
AP
1311
Appleton Partners
Massachusetts
$1.05M -$90.7K -600 -9%
1IA
1312
1620 Investment Advisors
Massachusetts
$1.05M -$123K -811 -11%
SB
1313
Strategic Blueprint
Georgia
$1.05M -$16.5K -109 -2%
AIM
1314
Anchor Investment Management
South Carolina
$1.05M -$114K -754 -11%
BFM
1315
Boston Financial Management
Massachusetts
$1.05M +$94.1K +623 +11%
FCB
1316
First County Bank
Connecticut
$1.05M -$47.6K -315 -5%
WMA
1317
Wealth Management Associates
New Jersey
$1.05M +$9.82K +65 +1%
MKC
1318
M. Kraus & Co
Vermont
$1.04M
ACA
1319
Aptus Capital Advisors
Alabama
$1.04M -$355K -2,349 -27%
TCM
1320
Twin Capital Management
Pennsylvania
$1.04M -$2.81M -18,612 -75%
B
1321
Bellecapital
Switzerland
$1.04M -$744K -4,923 -44%
FPGT
1322
Financial Partners Group (Tennessee)
Tennessee
$1.04M -$50.5K -334 -5%
PWAM
1323
Pinnacle West Asset Management
Wyoming
$1.04M +$39.3K +260 +4%
WCM
1324
Winthrop Capital Management
Indiana
$1.04M +$956K +6,329 New
AL
1325
Aspiriant LLC
California
$1.03M +$78.3K +518 +9%