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Name Holding Trade Value Shares
Change
Change in
Stake
SSW
1351
Smith Shellnut Wilson
Mississippi
$419K -$8.39K -64 -2%
DACS
1352
Dymon Asia Capital (Singapore)
Singapore
$418K +$425K +3,237 New
FCA
1353
Fortis Capital Advisors
Kansas
$418K
MPCG
1354
Matrix Private Capital Group
New York
$414K
AIM
1355
Allen Investment Management
New York
$413K -$3.94K -30 -0.9%
AT
1356
Avalon Trust
New Mexico
$413K
VCM
1357
Violich Capital Management
California
$413K
AWM
1358
Aprio Wealth Management
Georgia
$412K +$67.3K +513 +19%
LIM
1359
Longfellow Investment Management
Massachusetts
$412K -$27K -206 -6%
RCAG
1360
Rehmann Capital Advisory Group
Michigan
$412K +$20.5K +156 +5%
WJWM
1361
Williams Jones Wealth Management
New York
$410K
SAG
1362
SageView Advisory Group
California
$410K +$417K +3,176 New
FFM
1363
Forum Financial Management
Illinois
$409K +$153K +1,170 +59%
SAI
1364
Savvy Advisors Inc
New York
$409K +$88.5K +675 +27%
PAM
1365
Peak Asset Management
Colorado
$408K +$131 +1 +0%
BAAM
1366
Baker Avenue Asset Management
California
$408K +$90.6K +691 +28%
TBA
1367
Tower Bridge Advisors
Pennsylvania
$406K +$7.34K +56 +2%
MWM
1368
Mission Wealth Management
California
$403K -$121K -922 -23%
NI
1369
NCP Inc
California
$403K
NG
1370
Norden Group
Utah
$403K +$50.4K +384 +14%
BFS
1371
Bard Financial Services
Connecticut
$403K -$49.2K -375 -11%
SWP
1372
Summit Wealth Partners
Florida
$402K +$131 +1 +0%
SCI
1373
Silver Coast Investments
United States
$402K -$1.57K -12 -0.4%
TFO
1374
Tarbox Family Office
California
$398K
WIC
1375
Woodmont Investment Counsel
Tennessee
$397K