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Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
1651
Beverly Hills Private Wealth
California
$943K -$23.2K -104 -2%
SFSG
1652
Sound Financial Strategies Group
Mississippi
$943K +$68.6K +308 +8%
APIM
1653
Agate Pass Investment Management
Washington
$942K +$954K +4,283 New
RMSCM
1654
R.M. Sincerbeaux Capital Management
New York
$939K -$52.1K -234 -5%
VFP
1655
Verus Financial Partners
Virginia
$937K +$200K +900 +27%
WC
1656
Waterloo Capital
Texas
$936K -$338K -1,518 -26%
GA
1657
Geller Advisors
New York
$934K +$29.2K +131 +3%
CCB
1658
Cutter & Co Brokerage
Missouri
$934K -$65.5K -294 -6%
CIS
1659
Capital International Sarl
California
$931K +$944K +4,237 New
CWM
1660
Cranbrook Wealth Management
Michigan
$931K
DHC
1661
Drum Hill Capital
Connecticut
$931K +$943K +4,235 New
BWM
1662
Blossom Wealth Management
California
$929K -$114K -512 -11%
DDC
1663
DF Dent & Co
Maryland
$927K -$2.67K -12 -0.3%
PFSC
1664
Peoples Financial Services Corp
Pennsylvania
$927K -$15.1K -68 -2%
WI
1665
WrapManager Inc
California
$927K +$939K +4,217 New
AIA
1666
AssuredPartners Investment Advisors
Florida
$926K +$938K +4,214 New
IA
1667
IMZ Advisory
Florida
$926K
MTIC
1668
Missouri Trust & Investment Company
Missouri
$926K
SAM
1669
Secure Asset Management
Michigan
$925K +$333K +1,495 +55%
DWA
1670
Delos Wealth Advisors
Texas
$923K
WBWA
1671
William B. Walkup & Associates
South Carolina
$923K
CA
1672
Cornerstone Advisory
Maryland
$920K +$73.3K +329 +10%
SI
1673
Severin Investments
Missouri
$920K +$932K +4,185 New
TIA
1674
Traphagen Investment Advisors
New Jersey
$919K +$223K +1,002 +32%
CCG
1675
Chatham Capital Group
Georgia
$914K +$355K +1,592 +62%