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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1401
Venturi Wealth Management
Texas
$578K
AI
1402
ArchPoint Investors
Florida
$577K +$572K +3,933 New
CWM
1403
Circle Wealth Management
New Jersey
$574K +$66.9K +460 +13%
BMC
1404
Benin Management Corp
Connecticut
$573K
BDF
1405
Balasa Dinverno & Foltz
$566K +$14.3K +98 +3%
OC
1406
Oakworth Capital
Alabama
$561K -$399K -2,744 -42%
CI
1407
Cowen Inc
New York
$560K -$53.2K -366 -9%
BOS
1408
Bank of Stockton
California
$559K +$61.7K +424 +12%
FPS
1409
Fieldpoint Private Securities
Connecticut
$558K -$174K -1,199 -24%
CIAS
1410
Capital Investment Advisory Services
North Carolina
$558K +$30.5K +210 +6%
BWM
1411
Biltmore Wealth Management
Arizona
$557K -$1.6K -11 -0.3%
EAM
1412
Evanson Asset Management
California
$556K -$262K -1,802 -32%
BCM
1413
Bienville Capital Management
New York
$556K
AP
1414
Arlington Partners
Alabama
$555K +$550K +3,781 New
GP
1415
Girard Partners
Pennsylvania
$553K -$39.7K -273 -7%
MFG
1416
Merit Financial Group
Georgia
$553K +$549K +3,777 New
BCM
1417
BTR Capital Management
California
$552K -$25.7K -177 -4%
AAM
1418
Ascension Asset Management
New York
$552K +$548K +3,766 New
EM
1419
Emancipation Management
New York
$551K -$7.27K -50 -1%
FSA
1420
Financial Sense Advisors
California
$551K +$546K +3,756 New
TC
1421
Trilogy Capital
California
$551K +$546K +3,757 New
BOS
1422
Bingham Osborn & Scarborough
California
$548K +$24.7K +170 +5%
PHK
1423
Point72 Hong Kong
Hong Kong
$546K +$542K +3,726 New
ECAM
1424
East Coast Asset Management
Massachusetts
$544K -$228K -1,570 -30%
GT
1425
Greenleaf Trust
Michigan
$543K +$2.47K +17 +0.5%