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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1326
Stevens Capital Management
Pennsylvania
$811K +$841K +8,912 New
CP
1327
Cumberland Partners
Ontario, Canada
$810K -$695K -7,365 -45%
NEAM
1328
New England Asset Management
Connecticut
$810K +$37.7K +400 +5%
MFW
1329
Meristem Family Wealth
Minnesota
$805K -$504K -5,341 -38%
NIMI
1330
Natixis Investment Managers International
France
$804K +$834K +8,842 New
AC
1331
Abbrea Capital
California
$803K -$67K -710 -7%
BCP
1332
Berkeley Capital Partners
Georgia
$802K -$15.9K -168 -2%
PP
1333
Patron Partners
Texas
$800K +$84.7K +898 +11%
WA
1334
WP Advisors
California
$798K +$149K +1,584 +22%
PPWM
1335
Paragon Private Wealth Management
Kentucky
$796K +$4.53K +48 +0.5%
TFS
1336
Thoroughbred Financial Services
Tennessee
$796K +$302K +3,202 +58%
IAIM
1337
International Assets Investment Management
Florida
$794K -$157K -1,663 -16%
BWP
1338
BSW Wealth Partners
Colorado
$794K +$125K +1,326 +18%
Members Trust
1339
Members Trust
Florida
$789K -$69.8K -740 -8%
OL
1340
Optas LLC
Texas
$788K +$3.59K +38 +0.4%
PFWA
1341
Paces Ferry Wealth Advisors
Georgia
$786K -$21.1K -224 -3%
ASI
1342
Advisory Services & Investments
Oregon
$786K +$28.8K +305 +4%
SWM
1343
Salvus Wealth Management
New Jersey
$786K +$459K +4,865 +129%
CB
1344
CNB Bank
Pennsylvania
$782K -$134K -1,416 -14%
LP
1345
LMR Partners
United Kingdom
$779K +$808K +8,559 New
PFS
1346
Physicians Financial Services
North Carolina
$777K +$47.2K +500 +6%
RPCONE
1347
Retirement Planning Company of New England
Rhode Island
$776K +$4.06K +43 +0.5%
CA
1348
Cornerstone Advisory
Maryland
$773K -$25.5K -270 -3%
MP
1349
McDonald Partners
Ohio
$772K +$801K +8,483 New
FIM
1350
Freedom Investment Management
Connecticut
$771K -$358K -3,793 -31%