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Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1526
Empirical Asset Management
Massachusetts
$556K +$644K +5,444 New
IWM
1527
IHT Wealth Management
Illinois
$554K -$28K -237 -4%
APIM
1528
Agate Pass Investment Management
Washington
$553K +$45.5K +385 +8%
PWMAG
1529
Pinnacle Wealth Management Advisory Group
New Jersey
$552K +$250K +2,118 +64%
TH
1530
TCTC Holdings
Texas
$551K +$2.01K +17 +0.3%
EFS
1531
Econ Financial Services
Pennsylvania
$549K +$167K +1,414 +36%
RI
1532
Redwood Investments
Massachusetts
$548K -$26.1K -221 -4%
TCM
1533
Triumph Capital Management
Colorado
$548K +$14.7K +124 +2%
FMN
1534
Financial Management Network
California
$547K -$13.7K -116 -2%
IAIM
1535
International Assets Investment Management
Florida
$547K +$57.8K +489 +10%
MTIC
1536
Missouri Trust & Investment Company
Missouri
$547K +$156K +1,315 +33%
SCFS
1537
S.C. Financial Services
Arizona
$544K +$710 +6 +0.1%
OPTFSNA
1538
Old Point Trust & Financial Services N A
Virginia
$543K -$99.8K -844 -14%
WPC
1539
Wedmont Private Capital
Pennsylvania
$542K +$275K +2,328 +78%
FFM
1540
Forum Financial Management
Illinois
$541K -$8.99K -76 -1%
CC
1541
Centiva Capital
New York
$541K +$222K +1,876 +55%
SAS
1542
Stelac Advisory Services
New York
$541K +$437K +3,697 +231%
BO
1543
Bank OZK
Arkansas
$537K -$11.8K -100 -2%
CCFM
1544
Clear Creek Financial Management
Washington
$536K -$323K -2,728 -34%
PA
1545
PFG Advisors
Arizona
$535K +$1.21M +10,227 +27%
FCBT
1546
First Citizens Bank & Trust
North Carolina
$534K -$644K -5,444 -51%
PI
1547
PFS Investments
Georgia
$533K +$131K +1,111 +27%
GHAM
1548
Gilman Hill Asset Management
Connecticut
$532K +$50.9K +430 +9%
WA
1549
Wealth Alliance
New York
$531K -$166K -1,407 -21%
UAML
1550
US Asset Management LLC
Pennsylvania
$531K