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Name Holding Trade Value Shares
Change
Change in
Stake
HIA
901
Harbor Investment Advisory
Maryland
$113K – – –
CC
902
Corsicana & Co
Texas
$111K – – –
FMP
903
Financial Management Professionals
Texas
$109K +$1.69K +28 +2%
NC
904
NewSquare Capital
Pennsylvania
$108K – – –
CCC
905
Crescent Capital Consulting
Louisiana
$105K +$6.74K +112 +7%
SWM
906
Selective Wealth Management
Virginia
$105K +$102K +1,700 New
AA
907
Ancora Advisors
Ohio
$101K +$120 +2 +0.1%
BBHC
908
Brown Brothers Harriman & Co
New York
$98K -$5.18K -86 -5%
SCM
909
Silvant Capital Management
Georgia
$98K – – –
SC
910
SouthState Corp
Florida
$94K +$5.6K +93 +6%
PB
911
Pinnacle Bancorp
Nebraska
$94K +$6.02K +100 +7%
GWSG
912
GPS Wealth Strategies Group
Colorado
$93K – – –
TCM
913
TD Capital Management
Tennessee
$93K – – –
LS
914
Leelyn Smith
Illinois
$92K – – –
CTB
915
Country Trust Bank
Illinois
$88K +$69.1K +1,147 +404%
BCA
916
Berman Capital Advisors
Georgia
$85K -$14.1K -235 -15%
GCM
917
Gables Capital Management
Florida
$84K – – –
LWA
918
Lenox Wealth Advisors
New York
$84K – – –
CWP
919
Concord Wealth Partners
Virginia
$82K -$146K -2,428 -65%
Bank Julius Baer & Co
920
Bank Julius Baer & Co
Switzerland
$82K -$10.8K -179 -12%
WB
921
Webster Bank
Connecticut
$78K -$19.9K -330 -21%
HA
922
Herold Advisors
New York
$77K +$75.6K +1,256 New
WT
923
Washington Trust
Rhode Island
$76K -$301 -5 -0.4%
COCM
924
Charter Oak Capital Management
New Hampshire
$76K +$241 +4 +0.3%
MCM
925
MV Capital Management
Maryland
$70K +$5.54K +92 +9%