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Name Holding Trade Value Shares
Change
Change in
Stake
PF
1376
Prosperitas Financial
California
$4.06M +$222K +397 +6%
SWM
1377
Segment Wealth Management
Texas
$4.06M +$236K +423 +6%
SC
1378
Sawyer & Company
Massachusetts
$4.06M -$10.6K -19 -0.3%
CT
1379
Chicago Trust
Illinois
$4.05M -$338K -605 -8%
PCS
1380
Personal CFO Solutions
New Jersey
$4.05M -$62.1K -111 -2%
OIS
1381
Okabena Investment Services
Minnesota
$4.05M +$24K +43 +0.6%
JCM
1382
Jacobi Capital Management
Pennsylvania
$4.05M -$78.8K -141 -2%
CI
1383
Ceera Investments
Texas
$4.04M -$293K -525 -7%
MB
1384
MidFirst Bank
Oklahoma
$4.03M +$5.25M +9,384 New
Smithfield Trust
1385
Smithfield Trust
Pennsylvania
$4.03M +$15.7K +28 +0.4%
HDA
1386
Harold Davidson & Associates
California
$4.03M -$11.7K -21 -0.3%
LHC
1387
Little House Capital
Massachusetts
$4.02M -$2.22M -3,972 -36%
APWM
1388
Argonautica Private Wealth Management
Massachusetts
$4.01M +$3.03M +5,424 +338%
AC
1389
Avestar Capital
New York
$4.01M +$397K +711 +11%
VFM
1390
Viking Fund Management
North Dakota
$4M – – –
PWAM
1391
Papamarkou Wellner Asset Management
New York
$3.98M -$39.7K -71 -1%
MA
1392
Modus Advisors
Minnesota
$3.98M +$180K +322 +5%
HBW
1393
Hazlett, Burt & Watson
West Virginia
$3.97M -$45.8K -82 -1%
BPW
1394
BlueDoor Private Wealth
Massachusetts
$3.97M +$3.89M +6,952 New
Blue Trust Inc
1395
Blue Trust Inc
Georgia
$3.96M -$56.5K -101 -1%
C
1396
Certuity
Florida
$3.94M +$270K +483 +8%
APIM
1397
Agate Pass Investment Management
Washington
$3.93M +$111K +198 +3%
Group One Trading
1398
Group One Trading
Illinois
$3.92M -$1.26M -2,259 -25%
NW
1399
Naviter Wealth
Arkansas
$3.92M -$784K -1,402 -17%
AIIMS
1400
Analyst IMS Investment Management Services
Israel
$3.91M -$1.66M -2,975 -30%