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Name Holding Trade Value Shares
Change
Change in
Stake
SP
1026
Successful Portfolios
Florida
$422K +$14.7K +34 +4%
CIA
1027
Choate Investment Advisors
Massachusetts
$418K +$369K +852 New
SC
1028
Scotia Capital
Ontario, Canada
$416K +$42.5K +98 +13%
BS
1029
Boenning & Scattergood
Pennsylvania
$415K
PS
1030
Planned Solutions
California
$408K
HZ
1031
Hixon Zuercher
Ohio
$407K
LB
1032
Legacy Bridge
Iowa
$407K
IFS
1033
Ifrah Financial Services
Arkansas
$407K +$6.5K +15 +2%
Carson Wealth (CWM LLC)
1034
Carson Wealth (CWM LLC)
Nebraska
$404K
RMC
1035
Resources Management Corp
Connecticut
$404K
TCM
1036
Tufton Capital Management
Maryland
$404K +$93.2K +215 +35%
AF
1037
Arrow Financial
New York
$397K
CS
1038
Comerica Securities
Michigan
$396K +$18.6K +43 +6%
BC
1039
Bartlett & Co
Ohio
$395K
BCWM
1040
Bartlett & Co Wealth Management
Ohio
$395K
CWP
1041
Curated Wealth Partners
California
$393K -$6.5K -15 -2%
ECM
1042
Elgethun Capital Management
South Dakota
$393K +$434 +1 +0.1%
MIAS
1043
Mason Investment Advisory Services
Virginia
$392K
SCM
1044
Schnieders Capital Management
California
$392K -$86.7K -200 -20%
DWT
1045
Dorsey & Whitney Trust
South Dakota
$392K -$18.2K -42 -5%
BOC
1046
Barbara Oil Co
Illinois
$392K
HCA
1047
Horan Capital Advisors
Ohio
$392K
BLAM
1048
Bourne Lent Asset Management
New York
$392K +$434 +1 +0.1%
BCA
1049
Berman Capital Advisors
Georgia
$392K +$59K +136 +20%
NFG
1050
Nations Financial Group
Iowa
$392K +$346K +799 New