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Name Holding Trade Value Shares
Change
Change in
Stake
MWP
1401
MYCIO Wealth Partners
Pennsylvania
$398K -$1.1K -26 -0.3%
NBC
1402
Neuberger Berman Canada
Ontario, Canada
$398K +$29.6K +697 +8%
SIG
1403
Schaller Investment Group
North Carolina
$397K
SWM
1404
Stockman Wealth Management
Montana
$397K +$8.62K +203 +2%
BHTS
1405
Bar Harbor Trust Services
Maine
$393K
HCM
1406
Hutchinson Capital Management
California
$393K
LJHT
1407
Laurie J. Hall Trustee
$389K +$2.76K +65 +0.7%
PAM
1408
Princeton Alpha Management
New Jersey
$388K +$384K +9,042 New
IIA
1409
IPG Investment Advisors
California
$387K -$25.5K -600 -6%
EBSAM
1410
Eubel Brady & Suttman Asset Management
Ohio
$387K -$27.2K -640 -7%
BCM
1411
BTC Capital Management
Iowa
$387K -$17.2K -406 -4%
BMC
1412
Benin Management Corp
Connecticut
$387K
HBWM
1413
Hollow Brook Wealth Management
New York
$387K
KFA
1414
Kays Financial Advisory
Georgia
$387K +$20.3K +478 +6%
ECAM
1415
East Coast Asset Management
Massachusetts
$381K +$1.7K +40 +0.5%
NCM
1416
Neumann Capital Management
California
$380K -$104K -2,450 -22%
VIMU
1417
Veritas Investment Management (UK)
United Kingdom
$379K
SAM
1418
SignalPoint Asset Management
Missouri
$378K -$3.78K -89 -1%
MKC
1419
M. Kraus & Co
Vermont
$377K +$21.2K +500 +6%
TA
1420
Tiedemann Advisors
New York
$377K +$373K +8,800 New
EWA
1421
Exencial Wealth Advisors
Oklahoma
$373K +$2.08K +49 +0.5%
WA
1422
Wealth Architects
California
$372K -$17K -400 -4%
KF
1423
Krilogy Financial
Missouri
$371K +$2.12K +50 +0.6%
EVM
1424
Evelyn V. Moreno
$370K
MIHAS
1425
Maj Invest Holding A/S
Denmark
$369K