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Name Holding Trade Value Shares
Change
Change in
Stake
NFC
1226
Northeast Financial Consultants
Connecticut
$2.27M +$218K +1,054 +12%
LBC
1227
Lawrence B. Cohen
$2.27M +$2.01M +9,701 New
LSAG
1228
Lake Street Advisors Group
New Hampshire
$2.27M +$114K +550 +6%
BSB
1229
Bangor Savings Bank
Maine
$2.27M -$162K -781 -7%
SFA
1230
Sequoia Financial Advisors
Ohio
$2.27M +$94.3K +455 +5%
GTCM
1231
Gyon Technologies Capital Management
New Jersey
$2.26M +$991K +4,784 +98%
UFF
1232
USA Financial Formulas
Michigan
$2.26M -$679K -3,275 -25%
AIA
1233
AIMZ Investment Advisors
California
$2.25M
BBNA
1234
Bremer Bank National Association
Minnesota
$2.24M -$23K -111 -1%
QCG
1235
Quadrant Capital Group
Ohio
$2.23M -$4.97K -24 -0.3%
HWM
1236
Hohimer Wealth Management
Washington
$2.22M
PJSIMP
1237
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.22M +$263K +1,268 +15%
JIC
1238
Johnson Investment Counsel
Ohio
$2.21M +$53.5K +258 +3%
HIM
1239
Hotaling Investment Management
Pennsylvania
$2.21M +$54.7K +264 +3%
HPC
1240
HM Payson & Co
Maine
$2.2M +$395K +1,907 +26%
HSA
1241
HBK Sorce Advisory
Pennsylvania
$2.2M +$317K +1,532 +20%
KTA
1242
Keeley-Teton Advisors
Illinois
$2.19M -$46K -222 -2%
SWMG
1243
Strategic Wealth Management Group
Maryland
$2.19M -$27.6K -133 -1%
PFGIA
1244
Patriot Financial Group Insurance Agency
Massachusetts
$2.19M +$176K +851 +10%
LIM
1245
Leavell Investment Management
Alabama
$2.19M +$536K +2,585 +38%
PCS
1246
Personal CFO Solutions
New Jersey
$2.19M +$74.8K +361 +4%
BWM
1247
BNC Wealth Management
Oregon
$2.19M +$566K +2,732 +41%
MMC
1248
Mizuho Markets Cayman
Cayman Islands
$2.18M +$1.93M +9,311 New
Vanguard Capital Wealth Advisors
1249
Vanguard Capital Wealth Advisors
Colorado
$2.17M +$1.95M +9,398 New
KWMG
1250
King Wealth Management Group
Florida
$2.17M +$430K +2,077 +29%