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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
651
Bradley Foster & Sargent
Connecticut
$679K -$5.88K -83 -0.8%
MWM
652
Meridian Wealth Management
Kentucky
$678K +$728K +10,283 New
WA
653
WESPAC Advisors
California
$678K +$104K +1,466 +17%
GDP
654
Great Diamond Partners
Maine
$675K -$125K -1,766 -15%
BEI
655
Benjamin Edwards Inc
Missouri
$671K +$720K +10,171 New
QI
656
Qtron Investments
Massachusetts
$670K +$1.56K +22 +0.2%
WA
657
Wealth Alliance
New York
$670K -$30.7K -434 -4%
AGA
658
Arkos Global Advisors
Texas
$666K -$64.2K -906 -8%
TCOV
659
Trust Company of Vermont
Vermont
$662K
RMDI
660
R.M. Davis Inc
Maine
$662K +$278K +3,920 +64%
NCM
661
Northwest Capital Management
Oregon
$660K
USGIU
662
U.S. Global Investors (USGI)
Texas
$660K +$708K +10,000 New
PP
663
PDS Planning
Ohio
$655K +$69.3K +978 +11%
PM
664
Penbrook Management
New York
$653K
MHR
665
Matthew Hamilton Rosenberg
$653K
BOH
666
Bank of Hawaii
Hawaii
$652K +$2.34K +33 +0.3%
GCP
667
Garda Capital Partners
Minnesota
$649K +$697K +9,841 New
1WA
668
180 Wealth Advisors
Washington
$649K +$4.46K +63 +0.6%
CAG
669
Crestwood Advisors Group
Massachusetts
$647K +$297K +4,196 +75%
Kayne Anderson Rudnick Investment Management
670
Kayne Anderson Rudnick Investment Management
California
$646K -$16.1K -228 -2%
WAL
671
W Advisors LLC
Tennessee
$644K
CCA
672
Criterion Capital Advisors
Tennessee
$642K
GI
673
GAMCO Investors
Connecticut
$641K +$5.59K +79 +0.8%
ST
674
Smithfield Trust
Pennsylvania
$640K
CWM
675
Circle Wealth Management
New Jersey
$639K