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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1376
Segment Wealth Management
Texas
$4.06M +$236K +423 +6%
SC
1377
Sawyer & Company
Massachusetts
$4.06M -$10.6K -19 -0.3%
CT
1378
Chicago Trust
Illinois
$4.05M -$338K -605 -8%
PCS
1379
Personal CFO Solutions
New Jersey
$4.05M -$62.1K -111 -2%
OIS
1380
Okabena Investment Services
Minnesota
$4.05M +$24K +43 +0.6%
JCM
1381
Jacobi Capital Management
Pennsylvania
$4.05M -$78.8K -141 -2%
CI
1382
Ceera Investments
Texas
$4.04M -$293K -525 -7%
MB
1383
MidFirst Bank
Oklahoma
$4.03M +$5.25M +9,384 New
ST
1384
Smithfield Trust
Pennsylvania
$4.03M +$15.7K +28 +0.4%
HDA
1385
Harold Davidson & Associates
California
$4.03M -$11.7K -21 -0.3%
LHC
1386
Little House Capital
Massachusetts
$4.02M -$2.22M -3,972 -36%
APWM
1387
Argonautica Private Wealth Management
Massachusetts
$4.01M +$3.03M +5,424 +338%
AC
1388
Avestar Capital
New York
$4.01M +$397K +711 +11%
VFM
1389
Viking Fund Management
North Dakota
$4M
PWAM
1390
Papamarkou Wellner Asset Management
New York
$3.98M -$39.7K -71 -1%
MA
1391
Modus Advisors
Minnesota
$3.98M +$180K +322 +5%
HBW
1392
Hazlett, Burt & Watson
West Virginia
$3.97M -$45.8K -82 -1%
BPW
1393
BlueDoor Private Wealth
Massachusetts
$3.97M +$3.89M +6,952 New
BTI
1394
Blue Trust Inc
Georgia
$3.96M -$56.5K -101 -1%
C
1395
Certuity
Florida
$3.94M +$270K +483 +8%
APIM
1396
Agate Pass Investment Management
Washington
$3.93M +$111K +198 +3%
Group One Trading
1397
Group One Trading
Illinois
$3.92M -$1.26M -2,259 -25%
NW
1398
Naviter Wealth
Arkansas
$3.92M -$784K -1,402 -17%
AIIMS
1399
Analyst IMS Investment Management Services
Israel
$3.91M -$1.66M -2,975 -30%
HP
1400
Hilltop Partners
Indiana
$3.9M +$789K +1,412 +26%