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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
926
Sectoral Asset Management
Quebec, Canada
$5.85M
WCF
927
West Coast Financial
California
$5.85M -$21.8K -202 -0.4%
ACM
928
Advisors Capital Management
New Jersey
$5.84M -$106K -980 -2%
KWM
929
Keebeck Wealth Management
Illinois
$5.84M +$404K +3,746 +7%
SL
930
Sentry LLC
Tennessee
$5.83M +$5.92M +54,809 New
CB
931
Cadence Bank
Mississippi
$5.83M -$61.3K -568 -1%
RC
932
Roundview Capital
New Jersey
$5.82M +$78.6K +728 +1%
JHCP
933
Jackson Hole Capital Partners
Oklahoma
$5.76M +$88.7K +822 +2%
VVP
934
Venture Visionary Partners
Ohio
$5.76M -$884K -8,190 -13%
HSA
935
HBK Sorce Advisory
Pennsylvania
$5.74M -$6.46M -59,826 -53%
VWM
936
Valley Wealth Managers
New Jersey
$5.74M -$234K -2,165 -4%
BFG
937
Berger Financial Group
Minnesota
$5.71M +$4.63M +42,873 +396%
PMAM
938
Picton Mahoney Asset Management
Ontario, Canada
$5.7M +$2.87M +26,617 +99%
BFO
939
Biltmore Family Office
North Carolina
$5.7M +$926K +8,578 +19%
BTWM
940
Baker Tilly Wealth Management
Wisconsin
$5.69M +$257K +2,383 +5%
BCM
941
Brookstone Capital Management
Illinois
$5.68M -$2.11M -19,505 -28%
IIM
942
Ipswich Investment Management
Massachusetts
$5.68M +$76.7K +710 +1%
BFO
943
Boston Family Office
Massachusetts
$5.66M +$10.9K +101 +0.2%
GC
944
Globeflex Capital
California
$5.65M
MWM
945
Marietta Wealth Management
Georgia
$5.65M -$254K -2,357 -4%
ADBIC
946
A.D. Beadell Investment Counsel
Wisconsin
$5.64M -$108K -1,002 -2%
KTC
947
Kistler-Tiffany Companies
Pennsylvania
$5.64M +$216K +1,996 +4%
NDSI
948
Newman Dignan & Sheerar Inc
Rhode Island
$5.61M -$104K -964 -2%
CW
949
Connectus Wealth
Ohio
$5.6M -$161K -1,491 -3%
BB
950
Berkshire Bank
Massachusetts
$5.6M -$460K -4,256 -7%