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Name Holding Trade Value Shares
Change
Change in
Stake
BBWA
1101
Bell & Brown Wealth Advisors
California
$2.56M +$16.2K +202 +0.6%
ECM
1102
Element Capital Management
New York
$2.55M -$3.37M -42,094 -57%
AIM
1103
Axiom Investment Management
New York
$2.55M -$6.97M -87,002 -73%
SBIA
1104
Sheaff Brock Investment Advisors
Indiana
$2.55M -$30.8K -384 -1%
CCFCSB
1105
Cape Cod Five Cents Savings Bank
Massachusetts
$2.55M -$148K -1,844 -5%
FMWA
1106
Forvis Mazars Wealth Advisors
Missouri
$2.54M -$56K -699 -2%
PIMJS
1107
PKO Investment Management Joint-Stock
Poland
$2.54M
GFPC
1108
Global Financial Private Capital
Florida
$2.54M -$158K -1,972 -6%
HAG
1109
HighPoint Advisor Group
Illinois
$2.54M +$21.8K +272 +0.9%
CFA
1110
Carroll Financial Associates
North Carolina
$2.51M +$8.82K +110 +0.4%
HIC
1111
Holderness Investments Company
North Carolina
$2.51M -$3.29K -41 -0.1%
WB
1112
Webster Bank
Connecticut
$2.51M +$16.2K +202 +0.7%
PVWM
1113
Point View Wealth Management
New Jersey
$2.51M -$342K -4,267 -12%
MPWT
1114
MassMutual Private Wealth & Trust
Connecticut
$2.51M +$254K +3,166 +11%
PCAP
1115
Pratt Collard Advisory Partners
New York
$2.5M -$7.13K -89 -0.3%
OPTFSNA
1116
Old Point Trust & Financial Services N A
Virginia
$2.5M -$86.9K -1,084 -3%
BP
1117
Ballentine Partners
Massachusetts
$2.5M +$864K +10,776 +53%
FCCM
1118
First City Capital Management
Georgia
$2.49M -$61.5K -768 -2%
FCH
1119
Freestone Capital Holdings
Washington
$2.48M +$480K +5,992 +24%
RMC
1120
Regis Management Company
California
$2.48M
HIC
1121
Harvey Investment Company
Kentucky
$2.48M
IA
1122
IFP Advisors
Florida
$2.47M +$2.51M +31,304 New
CIC
1123
Chase Investment Counsel
Virginia
$2.47M -$36.3K -453 -1%
FHA
1124
Flagship Harbor Advisors
Massachusetts
$2.47M +$48.5K +605 +2%
RIM
1125
Rampart Investment Management
Connecticut
$2.45M -$1.16M -14,412 -32%