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Name Holding Trade Value Shares
Change
Change in
Stake
HFRG
1401
Houlihan Financial Resource Group
Virginia
$527K +$535K +4,116 New
LA
1402
Lau Associates
Delaware
$526K -$1.04K -8 -0.2%
GAM
1403
Gemmer Asset Management
California
$523K -$260 -2 -0%
JCM
1404
Janney Capital Management
Pennsylvania
$523K +$30K +231 +6%
KP
1405
Keel Point
Alabama
$520K -$4.94K -38 -0.9%
BOH
1406
Bank of Hawaii
Hawaii
$520K -$3.25K -25 -0.6%
HL
1407
HeadInvest LLC
Maine
$520K +$93.2K +717 +21%
11A
1408
10-15 Associates
New York
$519K -$81.6K -628 -13%
PCA
1409
Peddock Capital Advisors
Massachusetts
$517K -$22.6K -174 -4%
TA
1410
Tiedemann Advisors
New York
$514K +$272K +2,092 +108%
EH
1411
Equitable Holdings
New York
$512K +$520K +3,999 New
DAM
1412
Doheny Asset Management
California
$510K -$138K -1,065 -21%
JA
1413
JOYN Advisors
Georgia
$510K +$157K +1,209 +44%
TGAM
1414
TBH Global Asset Management
Tennessee
$509K +$516K +3,972 New
SAM
1415
SignalPoint Asset Management
Missouri
$508K -$2.08K -16 -0.4%
CT
1416
Clearstead Trust
Maine
$507K -$7.54K -58 -1%
JMFC
1417
J.M. Forbes & Co
Massachusetts
$507K +$260 +2 +0.1%
FPS
1418
Fieldpoint Private Securities
Connecticut
$507K +$54.3K +418 +12%
LC
1419
Landaas & Company
Wisconsin
$506K +$152K +1,168 +42%
SHGA
1420
Sand Hill Global Advisors
California
$505K +$19.1K +147 +4%
CCM
1421
Coldstream Capital Management
Washington
$504K -$55.8K -429 -10%
ODCM
1422
Old Dominion Capital Management
Virginia
$503K -$130 -1 -0%
CS
1423
Cannell & Spears
New York
$503K
AWCI
1424
Alpine Woods Capital Investors
New York
$502K -$172K -1,322 -25%
BFC
1425
Bedel Financial Consulting
Indiana
$502K +$390 +3 +0.1%