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Name Holding Trade Value Shares
Change
Change in
Stake
XF
1601
XML Financial
Maryland
$534K +$18.2K +122 +4%
DTC
1602
Davidson Trust Company
Washington
$534K +$24.7K +166 +5%
AHB
1603
Abner Herrman & Brock
New Jersey
$532K -$11.8K -79 -2%
PA
1604
Procyon Advisors
Connecticut
$532K +$75.4K +506 +16%
LC
1605
Landaas & Company
Wisconsin
$531K – – –
CFAM
1606
Coury Firm Asset Management
Pennsylvania
$531K +$533K +3,575 New
GDP
1607
Great Diamond Partners
Maine
$530K -$49K -329 -8%
Marshall Wace
1608
Marshall Wace
United Kingdom
$529K -$2.81M -18,866 -84%
KPCM
1609
Kings Point Capital Management
New York
$529K +$149 +1 +0%
1WM
1610
1900 Wealth Management
Texas
$529K +$4.47K +30 +0.8%
EFSCE
1611
Enterprise Financial Services Corp (EFSC)
Missouri
$528K -$174K -1,169 -25%
LC
1612
Lindbrook Capital
California
$528K +$208K +1,393 +64%
SWM
1613
Silverlake Wealth Management
Vermont
$527K +$529K +3,551 New
CAG
1614
Crestwood Advisors Group
Massachusetts
$526K -$75.8K -509 -13%
NFGCM
1615
Norman Fields Gottscho Capital Management
New York
$526K – – –
HWA
1616
Heartwood Wealth Advisors
Virginia
$524K +$112K +753 +27%
WA
1617
WealthTrust Axiom
Pennsylvania
$523K +$149 +1 +0%
AT
1618
Arden Trust
Delaware
$522K -$55.9K -375 -10%
FCCM
1619
First City Capital Management
Georgia
$521K -$53.3K -358 -8%
HAS
1620
HBW Advisory Services
California
$520K -$120K -804 -19%
AWA
1621
Aaron Wealth Advisors
Illinois
$520K -$20.4K -137 -4%
LWM
1622
Laidlaw Wealth Management
New York
$517K -$501K -3,366 -49%
CWM
1623
Chesapeake Wealth Management
Virginia
$517K +$1.79K +12 +0.3%
ACM
1624
Alethea Capital Management
Washington
$516K -$17.9K -120 -3%
GL
1625
Graypoint LLC
New York
$514K -$81.5K -547 -14%