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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1451
Perigon Wealth Management
California
$390K +$143K +1,130 +51%
JPLA
1452
Joseph P. Lucia & Associates
New York
$389K +$8.6K +68 +2%
IIC
1453
Integrated Investment Consultants
Michigan
$388K -$66.1K -523 -13%
SLT
1454
St Louis Trust
Missouri
$388K
LCP
1455
Legacy Capital Partners
Wisconsin
$388K +$95.9K +758 +26%
DAM
1456
Diamant Asset Management
Connecticut
$387K
BCM
1457
Brooktree Capital Management
Michigan
$386K -$211K -1,666 -31%
ODCM
1458
Old Dominion Capital Management
Virginia
$385K -$37.1K -293 -7%
TSWM
1459
Triangle Securities Wealth Management
North Carolina
$384K +$133K +1,055 +41%
CCT
1460
Chemung Canal Trust
New York
$382K -$100K -792 -18%
CWM
1461
Chesapeake Wealth Management
Virginia
$382K
GA
1462
GFS Advisors
Texas
$382K
CHA
1463
Carmichael Hill & Associates
Maryland
$382K +$2.02K +16 +0.4%
FPFS
1464
First Personal Financial Services
North Carolina
$381K -$8.47K -67 -2%
TIA
1465
Traphagen Investment Advisors
New Jersey
$380K +$14.7K +116 +3%
IAN
1466
Integrated Advisors Network
Texas
$377K -$269K -2,131 -37%
SAM
1467
SignalPoint Asset Management
Missouri
$377K -$51.7K -409 -10%
DA
1468
DSC Advisors
Illinois
$376K -$829K -6,557 -65%
FMLI
1469
Fukoku Mutual Life Insurance
Japan
$376K
OFS
1470
Orrstown Financial Services
Pennsylvania
$375K
SOAMC
1471
Spirit of America Management Corp
New York
$374K +$21.1K +167 +5%
APW
1472
Austin Private Wealth
Texas
$374K +$446K +3,526 New
APG
1473
Abacus Planning Group
South Carolina
$373K -$119K -943 -21%
TCPWM
1474
Traverso Chambers Private Wealth Management
California
$372K
KPCM
1475
Kings Point Capital Management
New York
$371K +$33K +261 +8%