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Name Holding Trade Value Shares
Change
Change in
Stake
BMC
2151
Beaton Management Company
Massachusetts
$6.79M -$508K -4,010 -6%
JSAM
2152
J. Safra Asset Management
New York
$6.78M +$2.21M +17,411 +39%
BWM
2153
Blossom Wealth Management
California
$6.75M +$1.52K +12 +0%
TFGT
2154
TS Financial Group (TSFG)
Illinois
$6.75M -$124K -980 -2%
SP
2155
Successful Portfolios
Florida
$6.75M +$1.52K +12 +0%
PAA
2156
Peregrine Asset Advisers
Oregon
$6.73M -$4.26M -33,641 -35%
BSAM
2157
Blue Square Asset Management
New York
$6.73M +$1.64M +12,941 +26%
OAP
2158
One Advisory Partners
Kansas
$6.73M +$7.87M +62,109 New
JF
2159
JSF Financial
California
$6.72M -$86.6K -683 -1%
HFS
2160
Haverford Financial Services
Pennsylvania
$6.72M +$4.42M +34,878 +129%
DFG
2161
Delta Financial Group
New Jersey
$6.7M +$1.71M +13,487 +32%
UAML
2162
US Asset Management LLC
Pennsylvania
$6.69M -$28K -221 -0.4%
GPA
2163
Garrison Point Advisors
California
$6.69M -$281K -2,217 -3%
PCS
2164
Personal CFO Solutions
New Jersey
$6.67M +$888K +7,007 +13%
MCP
2165
Mirador Capital Partners
California
$6.66M +$799K +6,306 +11%
MWA
2166
Miller Wealth Advisors
Colorado
$6.66M -$98.9K -780 -1%
CSA
2167
Cottage Street Advisors
Massachusetts
$6.66M +$66.5K +525 +0.9%
BHWM
2168
Bar Harbor Wealth Management
New Hampshire
$6.66M +$456K +3,600 +6%
RBC
2169
Romano Brothers & Co
Illinois
$6.63M +$28.5K +225 +0.4%
S
2170
ShariaPortfolio
Florida
$6.63M +$2.9M +22,914 +60%
BIMC
2171
Benson Investment Management Company
Virginia
$6.61M -$10.8K -85 -0.1%
BTD
2172
BankPlus Trust Department
Mississippi
$6.6M -$866K -6,830 -10%
GFG
2173
Greenberg Financial Group
Arizona
$6.59M +$4.79M +37,802 New
JIC
2174
Joel Isaacson & Co
New York
$6.59M -$11K -87 -0.1%
FFO
2175
Fiduciary Family Office
Florida
$6.59M +$7.04M +55,527 +1,060%