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Name Holding Trade Value Shares
Change
Change in
Stake
RC
776
Roundview Capital
New Jersey
$3.45M +$654K +3,400 +24%
CT
777
Chicago Trust
Illinois
$3.44M -$134K -698 -4%
SFWA
778
Summit Financial Wealth Advisors
Louisiana
$3.44M -$91.6K -476 -3%
CCM
779
Compton Capital Management
Rhode Island
$3.42M -$11.5K -60 -0.3%
CAM
780
Cypress Asset Management
Texas
$3.42M -$109K -568 -3%
PWM
781
Perigon Wealth Management
California
$3.42M -$596K -3,100 -15%
CC
782
Cognios Capital
Kansas
$3.4M -$1.06M -5,499 -24%
MWM
783
Modera Wealth Management
New Jersey
$3.4M +$12.1K +63 +0.4%
TCM
784
Traynor Capital Management
Pennsylvania
$3.4M +$339K +1,760 +11%
MC
785
Mathes Company
New York
$3.4M
FC
786
Fayerweather Charles
$3.4M -$574K -2,983 -15%
LA
787
Lynch & Associates
Indiana
$3.37M -$28.7K -149 -0.9%
HIM
788
Harbour Investment Management
Washington
$3.37M -$235K -1,220 -7%
AGM
789
Alpine Global Management
New York
$3.36M +$3.29M +17,078 New
DRD
790
Dennis R. Delaney
$3.35M +$486K +2,527 +17%
OWD
791
Osborn Williams & Donohoe
Ohio
$3.35M -$5.39K -28 -0.2%
SPC
792
Sigma Planning Corp
Michigan
$3.34M +$436K +2,267 +15%
EF
793
Exeter Financial
Arizona
$3.33M +$3.25M +16,894 New
IMOV
794
Investment Management of Virginia
Virginia
$3.32M -$38.9K -202 -1%
MBA
795
McQueen Ball & Associates
Pennsylvania
$3.32M +$3.46K +18 +0.1%
PWP
796
Private Wealth Partners
California
$3.31M -$32.1K -167 -1%
MCA
797
Mercer Capital Advisers
New Jersey
$3.3M -$152K -789 -4%
RB
798
Rodgers Brothers
Pennsylvania
$3.29M
BAM
799
Belpointe Asset Management
Nevada
$3.29M -$1.92K -10 -0.1%
Parallax Volatility Advisers
800
Parallax Volatility Advisers
California
$3.29M +$960K +4,988 +43%