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Name Holding Trade Value Shares
Change
Change in
Stake
SP
1601
Successful Portfolios
Florida
$433K +$16.3K +289 +4%
BMM
1602
Buffington Mohr McNeal
Idaho
$432K +$421K +7,465 New
WAM
1603
Wolverine Asset Management
Illinois
$430K -$1.09M -19,290 -72%
FAT
1604
First American Trust
California
$430K +$137K +2,422 +48%
BPCA
1605
Bank Pictet & Cie (Asia)
Singapore
$425K
EML
1606
Eos Management LP
New York
$424K
TCOO
1607
Trust Company of Oklahoma
Oklahoma
$422K
DAM
1608
Deltec Asset Management
New York
$421K -$792K -14,043 -66%
BOS
1609
Bank of Stockton
California
$419K
CCA
1610
Conestoga Capital Advisors
Pennsylvania
$419K
FDCC
1611
Foster Dykema Cabot & Co
Massachusetts
$414K -$3.88M -68,862 -91%
RWA
1612
River Wealth Advisors
Pennsylvania
$414K -$55.8K -989 -12%
PWMAG
1613
Pinnacle Wealth Management Advisory Group
New Jersey
$414K +$13.6K +241 +3%
MSR
1614
Main Street Research
Connecticut
$412K -$15.9K -282 -4%
LA
1615
LexAurum Advisors
Kansas
$411K +$14.8K +262 +4%
AEPG
1616
American Economic Planning Group
New Jersey
$409K -$4.12K -73 -1%
KLI
1617
Kelman-Lazarov Inc
Tennessee
$409K +$1.13K +20 +0.3%
STA
1618
Summit Trail Advisors
New York
$408K -$981K -17,387 -71%
TAM
1619
Taurus Asset Management
New York
$407K +$54.4K +964 +16%
PP
1620
PagnatoKarp Partners
Virginia
$406K -$39.2K -695 -9%
BLAM
1621
Bourne Lent Asset Management
New York
$405K +$4.74K +84 +1%
VCM
1622
Vigilant Capital Management
Maine
$404K -$2.99K -53 -0.8%
PIA
1623
Pinion Investment Advisors
Kansas
$403K +$32.6K +578 +9%
SL
1624
Signition LP
New York
$402K +$391K +6,938 New
SFS
1625
Summit Financial Strategies
Ohio
$401K +$11.9K +211 +3%