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Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
1651
Wells Trecaso Financial Group
Ohio
$623K +$267K +3,788 +80%
CHC
1652
City Holding Co
West Virginia
$622K
AssetMark Inc
1653
AssetMark Inc
California
$621K +$65.9K +934 +12%
SMFS
1654
Squar Milner Financial Services
California
$621K +$503K +7,126 +513%
BRC
1655
Bell Rock Capital
Delaware
$618K -$330K -4,674 -36%
SCI
1656
Stableford Capital II
Arizona
$618K -$109K -1,551 -15%
DW
1657
Domani Wealth
Pennsylvania
$618K
RHJA
1658
Rice Hall James & Associates
California
$617K +$28.3K +401 +5%
PSG
1659
Planning Solutions Group
Maryland
$616K +$597K +8,454 New
FDS
1660
First Dallas Securities
Texas
$614K -$11.1K -157 -2%
LC
1661
Lourd Capital
California
$613K -$480K -6,794 -45%
SWK
1662
Stephen W. Kidder
$613K -$3.74K -53 -0.6%
HCMT
1663
Highland Capital Management (Texas)
Texas
$611K -$259K -3,668 -30%
CCM
1664
Cutler Capital Management
Massachusetts
$611K
HCM
1665
HGI Capital Management
New York
$611K
PV
1666
Private Vista
Illinois
$610K -$1.55K -22 -0.3%
WPA
1667
Winning Points Advisors
Florida
$610K +$66.6K +943 +13%
CWM
1668
Concentric Wealth Management
California
$603K -$149K -2,106 -20%
PCTC
1669
Perkins Coie Trust Company
Washington
$602K
CPC
1670
Congress Park Capital
New York
$601K -$36.9K -523 -6%
CHA
1671
Carmichael Hill & Associates
Maryland
$601K -$4.38K -62 -0.7%
BSB
1672
Bangor Savings Bank
Maine
$600K +$1.83K +26 +0.3%
LA
1673
Legacy Advisors
Pennsylvania
$598K -$1.25M -17,664 -68%
PCM
1674
Perkins Capital Management
Minnesota
$596K -$14.8K -210 -3%
WAM
1675
Weatherly Asset Management
California
$596K +$32.5K +461 +6%