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Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
1051
Parisi Gray Wealth Management
New Jersey
$1.51M +$5.55K +28 +0.3%
SAM
1052
Security Asset Management
New York
$1.51M +$38K +192 +2%
PFBT
1053
Parkside Financial Bank & Trust
Missouri
$1.5M -$16.4K -83 -1%
SBSB
1054
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.49M -$97.7K -493 -6%
TL
1055
TrueWealth LLC
Georgia
$1.49M -$2.18K -11 -0.1%
SCM
1056
Salem Capital Management
Massachusetts
$1.49M -$59.2K -299 -4%
PWA
1057
Providence Wealth Advisors
Illinois
$1.48M +$1.65M +8,340 New
CWA
1058
Cypress Wealth Advisors
California
$1.48M
WC
1059
Whitnell & Co
Illinois
$1.48M +$57.7K +291 +4%
NAM
1060
NorthCoast Asset Management
Connecticut
$1.48M +$1.59M +8,049 New
HAC
1061
Harbor Advisory Corp
New Hampshire
$1.47M -$60.4K -305 -4%
FQ
1062
First Quadrant
California
$1.47M
DDC
1063
DF Dent & Co
Maryland
$1.47M -$3.17K -16 -0.2%
ECM
1064
Evergreen Capital Management
Washington
$1.47M +$781K +3,944 +98%
TA
1065
Tiedemann Advisors
New York
$1.46M +$922K +4,654 +140%
Lido Advisors
1066
Lido Advisors
California
$1.46M +$159K +801 +11%
OC
1067
Oakworth Capital
Alabama
$1.46M -$1.78K -9 -0.1%
UCI
1068
Uncommon Cents Investing
Wisconsin
$1.46M -$302K -1,525 -16%
RP
1069
Rowlandmiller & Partners
Georgia
$1.46M +$105K +532 +7%
GFPC
1070
Global Financial Private Capital
Florida
$1.45M -$1.08M -5,466 -41%
PTC
1071
Philadelphia Trust Company
Pennsylvania
$1.45M -$592K -2,990 -27%
PPSG
1072
Princeton Portfolio Strategies Group
New Jersey
$1.45M
FFSOTS
1073
Fiduciary Financial Services of The Southwest
Texas
$1.45M -$56.7K -286 -3%
FPCP
1074
Fort Point Capital Partners
California
$1.45M +$77.1K +389 +5%
PI
1075
Pettee Investors
Connecticut
$1.44M