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Name Holding Trade Value Shares
Change
Change in
Stake
CT
901
Caldwell Trust
Florida
$3.38M -$175K -4,935 -5%
LA
902
Legacy Advisors
Pennsylvania
$3.37M +$410K +11,589 +13%
WA
903
WealthTrust Axiom
Pennsylvania
$3.37M -$493K -13,935 -12%
JAG
904
Journey Advisory Group
Kentucky
$3.36M -$239K -6,761 -6%
BP
905
Ballentine Partners
Massachusetts
$3.34M -$225K -6,370 -6%
FWM
906
Focused Wealth Management
New York
$3.34M +$353K +9,989 +11%
AAS
907
Ameritas Advisory Services
Nebraska
$3.33M +$2.36M +66,796 +187%
BG
908
Bahl & Gaynor
Ohio
$3.32M -$431K -12,200 -11%
PCM
909
Palouse Capital Management
Washington
$3.3M -$44.6K -1,262 -1%
KA
910
KLCM Advisors
Wisconsin
$3.29M +$193K +5,463 +6%
MFG
911
Merit Financial Group
Georgia
$3.28M -$51.9K -1,469 -1%
CCM
912
Chilton Capital Management
Texas
$3.25M -$48.6K -1,373 -1%
SWM
913
Spire Wealth Management
Virginia
$3.25M +$84.8K +2,397 +3%
HCA
914
Harbor Capital Advisors
Illinois
$3.24M
RWP
915
RWA Wealth Partners
Massachusetts
$3.24M +$131K +3,706 +4%
DMKJ
916
David M. Knott Jr
$3.23M
BTI
917
Blue Trust Inc
Georgia
$3.23M +$1.34M +37,827 +75%
ACM
918
Altrius Capital Management
North Carolina
$3.23M +$466K +13,169 +16%
BAM
919
Boyar Asset Management
New York
$3.22M -$117K -3,319 -3%
OPA
920
Old Port Advisors
Maine
$3.21M +$3.43M +96,910 New
HIC
921
Holderness Investments Company
North Carolina
$3.2M -$77.6K -2,195 -2%
GIA
922
Gladstone Institutional Advisory
Florida
$3.19M +$96.6K +2,731 +3%
BHA
923
Beech Hill Advisors
New York
$3.19M +$283K +8,015 +9%
SHFA
924
SS&H Financial Advisors
Michigan
$3.17M +$3.38M +95,640 New
HCM
925
Hengehold Capital Management
Ohio
$3.17M +$81.7K +2,310 +2%