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Name Holding Trade Value Shares
Change
Change in
Stake
VC
1051
Vicus Capital
Pennsylvania
$11.9M -$69.9K -764 -0.6%
WAM
1052
Wealthspire Advisors (Maryland)
Maryland
$11.9M +$211K +2,306 +2%
VST
1053
Van Strum & Towne
California
$11.8M -$183K -2,000 -2%
MMG
1054
Monetary Management Group
Missouri
$11.8M +$12.3K +135 +0.1%
HAIM
1055
Hunter Associates Investment Management
Pennsylvania
$11.7M -$21.9K -240 -0.2%
BCM
1056
Buckhead Capital Management
Georgia
$11.7M +$46K +503 +0.4%
SPC
1057
Sigma Planning Corp
Michigan
$11.7M +$99.2K +1,085 +0.9%
FFWA
1058
FRG Family Wealth Advisors
Washington
$11.7M +$195K +2,130 +2%
KFS
1059
Kurt F. Somerville
$11.7M -$422K -4,611 -3%
WCMN
1060
Westchester Capital Management (Nebraska)
Nebraska
$11.7M -$494K -5,397 -4%
BDWM
1061
Brewin Dolphin Wealth Management
Ireland
$11.7M -$64.9K -710 -0.6%
PDN
1062
Pensionfund DSM Netherlands
Netherlands
$11.7M -$7.59M -83,000 -39%
PAS
1063
Professional Advisory Services
Florida
$11.6M +$10.9M +119,338 +1,585%
AIM
1064
Assured Investment Management
New York
$11.6M +$10.4M +113,377 +848%
LW
1065
Linscomb Wealth
Texas
$11.6M -$437K -4,783 -4%
WB
1066
Webster Bank
Connecticut
$11.6M -$42.8K -468 -0.4%
WF
1067
WealthTrust Fairport
Ohio
$11.6M +$90K +984 +0.8%
VV
1068
Verity & Verity
South Carolina
$11.6M -$23.6K -258 -0.2%
WIS
1069
Wright Investors Service
Connecticut
$11.5M -$2.09M -22,846 -15%
Hudson Bay Capital Management
1070
Hudson Bay Capital Management
Connecticut
$11.5M +$11.5M +125,620 New
CFSG
1071
Community Financial Services Group
Vermont
$11.4M -$195K -2,130 -2%
PTC
1072
Private Trust Company
Ohio
$11.4M +$193K +2,112 +2%
KPCM
1073
Kings Point Capital Management
New York
$11.4M +$583K +6,371 +5%
PJSIMP
1074
P.J. Schmidt Investment Management (PJS)
Wisconsin
$11.4M +$77.5K +848 +0.7%
RIL
1075
Rothschild Investment LLC
Illinois
$11.4M -$1.83M -20,056 -14%