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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
851
Endurance Wealth Management
Rhode Island
$112K
MPWT
852
MassMutual Private Wealth & Trust
Connecticut
$102K +$4.46K +23 +5%
AIM
853
Achmea Investment Management
Netherlands
$102K +$102K +525 New
GCM
854
Gables Capital Management
Florida
$95K
WPA
855
West Paces Advisors
Georgia
$94.5K
SNT
856
Security National Trust
West Virginia
$94K -$6.78K -35 -7%
PCFFS
857
Pacific Center for Financial Services
California
$92K
CAM
858
CenterStar Asset Management
Illinois
$91K
PFBT
859
Parkside Financial Bank & Trust
Missouri
$87K -$3.1K -16 -3%
MBTD
860
Mechanics Bank - Trust Department
California
$87K +$87.2K +450 New
WAP
861
Wealthcare Advisory Partners
Pennsylvania
$79K +$387 +2 +0.5%
ARMC
862
American Research & Management Company
Massachusetts
$77K
FCA
863
FinTrust Capital Advisors
South Carolina
$76K +$387 +2 +0.5%
LD
864
Lipe & Dalton
New York
$73K
PCM
865
Princeton Capital Management
New Jersey
$73K
OC
866
Oakworth Capital
Alabama
$72K
AF
867
Allworth Financial
California
$72K +$13K +67 +22%
MRCM
868
M&R Capital Management
New Jersey
$72K +$19.4K +100 +37%
BFC
869
Bedel Financial Consulting
Indiana
$70K
CAL
870
Capital Advisors Ltd
Ohio
$69K -$24.2K -125 -26%
FCB
871
First Command Bank
Texas
$68K
FCFS
872
First Command Financial Services
Texas
$68K
NC
873
NewSquare Capital
Pennsylvania
$68K
CBT
874
Central Bank & Trust
Kentucky
$66K -$1.94K -10 -3%
PFO
875
Pathstone Family Office
New Jersey
$66K