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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1326
Allen Investment Management
New York
$442K
JPWM
1327
Jamison Private Wealth Management
Georgia
$441K -$16.4K -134 -4%
HNWAG
1328
High Net Worth Advisory Group
Florida
$441K +$3.67K +30 +0.9%
MPCG
1329
Matrix Private Capital Group
New York
$439K
HAM
1330
Harmony Asset Management
Arizona
$438K +$392K +3,205 New
AT
1331
Avalon Trust
New Mexico
$437K
LSAG
1332
Lake Street Advisors Group
New Hampshire
$437K +$43.1K +352 +12%
VCM
1333
Violich Capital Management
California
$437K
WJWM
1334
Williams Jones Wealth Management
New York
$434K +$37K +302 +11%
AG
1335
Ascent Group
Virginia
$434K +$28.4K +232 +8%
PFSC
1336
Peoples Financial Services Corp
Pennsylvania
$434K -$28.2K -230 -7%
PAM
1337
Peak Asset Management
Colorado
$432K
EB
1338
Exchange Bank
California
$432K
DLA
1339
Douglas Lane & Associates
New York
$431K +$5.63K +46 +1%
AA
1340
Axiom Advisory
California
$431K +$16.3K +133 +4%
KLWA
1341
Kelly Lawrence W & Associates
California
$430K -$36.7K -300 -9%
SCI
1342
Silver Coast Investments
United States
$427K -$63.3K -517 -14%
PHIC
1343
Pine Haven Investment Counsel
Massachusetts
$427K -$163K -1,330 -30%
NI
1344
NCP Inc
California
$427K
AFM
1345
Armstrong Fleming & Moore
District of Columbia
$426K +$73.4K +600 +24%
CF
1346
Clarity Financial
Texas
$426K -$55.1K -450 -13%
Jones Financial Companies
1347
Jones Financial Companies
Missouri
$426K +$288K +2,353 +310%
SWP
1348
Summit Wealth Partners
Florida
$426K +$139K +1,139 +58%
GWM
1349
Gitterman Wealth Management
New Jersey
$426K +$381K +3,112 New
TSW
1350
Thompson Siegel & Walmsley
Virginia
$424K +$7.47K +61 +2%