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Name Holding Trade Value Shares
Change
Change in
Stake
MFA
1051
Mayflower Financial Advisors
Massachusetts
$778K +$53.1K +350 +8%
CSB
1052
City State Bank
Iowa
$777K +$11.4K +75 +2%
RSWM
1053
Robertson Stephens Wealth Management
California
$777K -$114K -749 -14%
SCM
1054
Sterling Capital Management
North Carolina
$774K +$92.3K +609 +15%
EFG
1055
Everhart Financial Group
Ohio
$773K -$149K -986 -17%
CI
1056
CX Institutional
Indiana
$772K +$72.1K +476 +11%
ACP
1057
Aviance Capital Partners
Florida
$771K +$142K +935 +24%
VCS
1058
Vaughan & Co Securities
New Jersey
$769K -$30.9K -204 -4%
SCA
1059
Stonebridge Capital Advisors
Minnesota
$767K +$718K +4,740 New
SCTC
1060
Sanibel Captiva Trust Company
Florida
$765K -$121K -797 -14%
SA
1061
Strategic Advisors
New York
$764K +$152 +1 +0%
FZCM
1062
Flynn Zito Capital Management
New York
$762K +$37.3K +246 +6%
CNBTD
1063
Citizens National Bank Trust Department
Mississippi
$762K -$7.58K -50 -1%
GPWM
1064
Grant Private Wealth Management
California
$761K +$71.1K +469 +11%
1IA
1065
1834 Investment Advisors
Wisconsin
$759K – – –
MGIA
1066
Moneta Group Investment Advisors
Missouri
$758K -$81.2K -536 -10%
NWA
1067
New World Advisors
Massachusetts
$758K +$13.8K +91 +2%
AFM
1068
Abbot Financial Management
Massachusetts
$757K – – –
AIA
1069
AIMZ Investment Advisors
California
$752K – – –
BFA
1070
Brendel Financial Advisors
New Hampshire
$752K – – –
KCFA
1071
Key Client Fiduciary Advisors
New Jersey
$751K -$30.3K -200 -4%
DCM
1072
Dorato Capital Management
Colorado
$749K – – –
SB
1073
Strategic Blueprint
Georgia
$748K -$3.03K -20 -0.4%
LJAC
1074
L.J. Altfest & Co
New York
$748K -$152K -1,002 -18%
WKWM
1075
Walter & Keenan Wealth Management
Indiana
$748K -$3.03K -20 -0.4%