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Name Holding Trade Value Shares
Change
Change in
Stake
GFP
1101
Gryphon Financial Partners
Ohio
$490K +$424K +5,283 +1,069%
WPA
1102
West Paces Advisors
Georgia
$489K -$18K -224 -4%
PHS
1103
Pekin Hardy Strauss
Illinois
$481K +$2.09K +26 +0.5%
CASB
1104
Cape Ann Savings Bank
Massachusetts
$478K -$28.8K -359 -6%
SFS
1105
Strategic Financial Services
New York
$478K -$2.81K -35 -0.6%
AWM
1106
AE Wealth Management
Kansas
$473K -$125K -1,562 -22%
CAW
1107
Cornerstone Advisors (Washington)
Washington
$472K -$3.69K -46 -0.8%
SBSB
1108
Sullivan, Bruyette, Speros & Blaney
Virginia
$471K – – –
MIM
1109
Miller Investment Management
Pennsylvania
$469K – – –
BIM
1110
Bridgecreek Investment Management
Oklahoma
$466K – – –
MBT
1111
Montecito Bank & Trust
California
$465K +$77.8K +969 +21%
DWT
1112
Dorsey & Whitney Trust
South Dakota
$464K +$30.8K +383 +8%
ATC
1113
Adirondack Trust Company
New York
$459K -$8.03K -100 -2%
BIAS
1114
Beacon Investment Advisory Services
New Jersey
$459K -$964 -12 -0.2%
TL
1115
TrueWealth LLC
Georgia
$458K +$2.89K +36 +0.7%
BPB
1116
Badgley, Phelps & Bell
Washington
$457K -$49.6K -617 -10%
WMG
1117
WESCAP Management Group
California
$456K – – –
Carson Wealth (CWM LLC)
1118
Carson Wealth (CWM LLC)
Nebraska
$456K +$347K +4,314 +402%
POIA
1119
Pin Oak Investment Advisors
Texas
$452K -$24.1K -300 -5%
SC
1120
Savant Capital
Illinois
$452K -$18.5K -230 -4%
EWA
1121
EP Wealth Advisors
California
$452K +$208K +2,589 +94%
TIA
1122
Tiemann Investment Advisors
California
$449K -$22.1K -275 -5%
HB
1123
Homrich & Berg
Georgia
$449K +$65.7K +818 +18%
SMC
1124
Smith, Moore & Co
Missouri
$448K -$80.1K -997 -16%
ACP
1125
Aveo Capital Partners
Colorado
$448K -$9.24K -115 -2%