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Name Holding Trade Value Shares
Change
Change in
Stake
MIA
1451
MainStreet Investment Advisors
Illinois
$822K +$9.02K +67 +1%
PSB
1452
Piscataqua Savings Bank
New Hampshire
$810K +$9.96K +74 +1%
Alpha Cubed Investments
1453
Alpha Cubed Investments
California
$809K +$117K +868 +20%
FBFS
1454
First Business Financial Services
Wisconsin
$808K +$160K +1,189 +29%
SFS
1455
Strategic Financial Services
New York
$806K -$8.07K -60 -1%
TCM
1456
Tributary Capital Management
Nebraska
$802K -$13.5K -100 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
1457
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$795K +$82.4K +612 +13%
TFS
1458
Thoroughbred Financial Services
Tennessee
$794K -$18.3K -136 -3%
MFA
1459
Mayflower Financial Advisors
Massachusetts
$790K -$31.5K -234 -4%
G
1460
Gainplan
Michigan
$790K +$693K +5,150 New
SHWM
1461
Silicon Hills Wealth Management
Texas
$788K – – –
BCP
1462
Berkeley Capital Partners
Georgia
$783K -$12K -89 -2%
GAM
1463
Geier Asset Management
Maryland
$780K – – –
RFG Advisory
1464
RFG Advisory
Alabama
$778K -$41.9K -311 -6%
Waldron Private Wealth
1465
Waldron Private Wealth
Pennsylvania
$778K -$269 -2 -0%
GDP
1466
Great Diamond Partners
Maine
$774K +$27.1K +201 +4%
ICM
1467
Infini Capital Management
Hong Kong
$773K +$673K +5,000 New
IMF
1468
Infini Master Fund
Hong Kong
$773K +$673K +5,000 New
PAS
1469
Professional Advisory Services
Florida
$772K – – –
BWA
1470
Burt Wealth Advisors
Maryland
$770K – – –
BCA
1471
Berman Capital Advisors
Georgia
$768K +$198K +1,474 +42%
KPW
1472
Kore Private Wealth
New York
$765K +$313K +2,325 +89%
Douglas Lane & Associates
1473
Douglas Lane & Associates
New York
$764K -$55K -409 -8%
BB
1474
Berkshire Bank
Massachusetts
$764K -$35.7K -265 -5%
VWM
1475
Vigilare Wealth Management
Arizona
$760K -$76.2K -566 -10%