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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1326
Premier Asset Management
Illinois
$1.87M +$102K +1,386 +6%
KOC
1327
Koss-Olinger Consulting
Florida
$1.87M +$1.88M +25,428 New
ARG
1328
Advisory Resource Group
Oklahoma
$1.86M +$1.87M +25,337 New
MJP
1329
Michael J. Puzo
$1.86M
SW
1330
SlateStone Wealth
Florida
$1.85M +$1.42M +19,267 +325%
CM
1331
CM Management
Florida
$1.85M +$1.47M +19,912 +380%
KIC
1332
Kensington Investment Counsel
California
$1.85M +$182K +2,474 +11%
TPA
1333
Trivium Point Advisory
Connecticut
$1.85M -$78.1K -1,059 -4%
9WM
1334
9258 Wealth Management
Ohio
$1.85M -$20.2K -274 -1%
CSPIA
1335
Cary Street Partners Investment Advisory
Virginia
$1.84M -$3.57M -48,450 -66%
WCM
1336
Wallace Capital Management
Texas
$1.84M +$369 +5 +0%
MSU
1337
Mizuho Securities USA
New York
$1.84M +$1.84M +24,991 New
JWBC
1338
John W. Bristol & Co
New York
$1.84M +$1.04M +14,148 +131%
DMC
1339
Drexel Morgan & Co
Pennsylvania
$1.83M -$590 -8 -0%
OA
1340
Oak Associates
Ohio
$1.83M +$1.92K +26 +0.1%
SOAMC
1341
Spirit of America Management Corp
New York
$1.83M +$42.5K +576 +2%
GIM
1342
Guardian Investment Management
California
$1.83M +$255K +3,459 +16%
NG
1343
Northstar Group
New York
$1.82M +$35.2K +477 +2%
BFA
1344
Brendel Financial Advisors
New Hampshire
$1.82M
CCM
1345
Compton Capital Management
Rhode Island
$1.82M +$77.3K +1,048 +4%
DA
1346
Duality Advisers
Florida
$1.81M +$1.82M +24,666 New
WOC
1347
West Oak Capital
California
$1.81M +$66.8K +906 +4%
SIAP
1348
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.81M +$11.7K +159 +0.7%
SC
1349
Stolper & Co
Oklahoma
$1.8M +$308K +4,179 +21%
SSWM
1350
Sheets Smith Wealth Management
North Carolina
$1.8M +$335K +4,536 +23%