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Name Holding Trade Value Shares
Change
Change in
Stake
SC
951
Searle & Co
Connecticut
$1.65M +$1.55M +16,795 New
MWM
952
Minot Wealth Management
Massachusetts
$1.64M +$1.55M +16,753 New
YWP
953
YorkBridge Wealth Partners
New York
$1.64M +$9.6K +104 +0.6%
VFA
954
Valeo Financial Advisors
Indiana
$1.64M +$201K +2,182 +15%
SGI
955
Summit Global Investments
Utah
$1.64M +$1.55M +16,739 New
GT
956
Glenview Trust
Kentucky
$1.64M -$36.9K -400 -2%
ANTB
957
AMG National Trust Bank
Colorado
$1.64M +$1.54M +16,691 New
PP
958
Paloma Partners
Connecticut
$1.64M +$1.03M +11,155 +202%
IIM
959
Ipswich Investment Management
Massachusetts
$1.63M -$87.7K -950 -5%
EA
960
Ellsworth Advisors
Ohio
$1.62M +$1.53M +16,562 New
AAM
961
Auxier Asset Management
Oregon
$1.62M
FPS
962
Fieldpoint Private Securities
Connecticut
$1.61M -$800K -8,662 -35%
BCM
963
Birch Capital Management
Texas
$1.6M
GLA
964
Great Lakes Advisors
Illinois
$1.59M +$244K +2,648 +19%
ACP
965
Aviance Capital Partners
Florida
$1.59M +$224K +2,424 +18%
UR
966
USCA RIA
Texas
$1.59M -$48.5K -525 -3%
IIA
967
ICW Investment Advisors
Arizona
$1.59M -$25.1K -272 -2%
ITIM
968
Indiana Trust & Investment Management
Indiana
$1.58M -$45.8K -496 -3%
BO
969
BRR OpCo
Ohio
$1.58M +$75.7K +820 +5%
AG
970
Algert Global
California
$1.58M +$411K +4,448 +38%
Carson Wealth (CWM LLC)
971
Carson Wealth (CWM LLC)
Nebraska
$1.58M
MBT
972
Montecito Bank & Trust
California
$1.58M +$52K +563 +4%
IFWM
973
Institute for Wealth Management
Colorado
$1.57M +$21.1K +229 +1%
MCM
974
MV Capital Management
Maryland
$1.56M +$115K +1,251 +9%
RIL
975
Rothschild Investment LLC
Illinois
$1.56M +$417K +4,517 +40%