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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
1551
OneDigital Investment Advisors
Kansas
$1M +$395K +9,056 +72%
CA
1552
Calton & Associates
Florida
$999K +$948K +21,714 New
AIA
1553
Armor Investment Advisors
North Carolina
$998K +$21.9K +503 +2%
BST
1554
Bath Savings Trust
Maine
$996K +$4.63K +106 +0.5%
IFS
1555
Ifrah Financial Services
Arkansas
$996K +$148K +3,387 +19%
SAIG
1556
Semper Augustus Investments Group
Colorado
$995K -$2.84M -65,181 -75%
JIC
1557
Joel Isaacson & Co
New York
$992K -$26.2K -600 -3%
BCM
1558
Brookstone Capital Management
Illinois
$991K -$22.8K -522 -2%
EFSCE
1559
Enterprise Financial Services Corp (EFSC)
Missouri
$988K -$35.1K -805 -4%
BMC
1560
Benin Management Corp
Connecticut
$986K -$205K -4,700 -18%
VCM
1561
Violich Capital Management
California
$985K -$48K -1,100 -5%
APG
1562
Abacus Planning Group
South Carolina
$984K +$930K +21,322 New
CHP
1563
Cable Hill Partners
Oregon
$979K -$144K -3,306 -13%
PAS
1564
Partnervest Advisory Services
California
$979K +$10.6K +242 +1%
LWM
1565
Lyons Wealth Management
Florida
$974K +$920K +21,080 New
HW
1566
Hancock Whitney
Mississippi
$973K -$28.5K -652 -3%
CT
1567
Clearstead Trust
Maine
$968K -$55.4K -1,270 -6%
CL
1568
Croft-Leominster
Maryland
$967K -$3.64M -83,333 -80%
NFG
1569
Nations Financial Group
Iowa
$965K -$4.54K -104 -0.5%
TCM
1570
Tradewinds Capital Management
Washington
$963K -$34.4K -789 -4%
SFP
1571
Shepherd Financial Partners
Massachusetts
$963K +$436 +10 +0%
IDBONY
1572
Israel Discount Bank of New York
New York
$959K +$34K +780 +4%
OFW
1573
Omnia Family Wealth
Florida
$956K -$3.93K -90 -0.4%
SBSB
1574
Sullivan, Bruyette, Speros & Blaney
Virginia
$956K +$19.1K +438 +2%
BCM
1575
Breiter Capital Management
Florida
$956K +$904K +20,716 New