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Name Holding Trade Value Shares
Change
Change in
Stake
AMM
751
American Money Management
California
$767K -$49.7K -1,391 -7%
CG
752
Colony Group
Massachusetts
$764K -$224K -6,272 -25%
PP
753
Paloma Partners
Connecticut
$758K -$3M -84,097 -82%
SLG
754
Stanley-Laman Group
Pennsylvania
$751K -$80.3K -2,249 -11%
TAIM
755
TD Ameritrade Investment Management
Nebraska
$745K +$625K +17,491 +1,682%
PW
756
Price Wealth
Texas
$741K +$3.18K +89 +0.5%
LWM
757
Lyell Wealth Management
California
$739K +$108K +3,032 +20%
RI
758
Ridgewood Investments
New Jersey
$730K +$63.1K +1,767 +11%
ACM
759
Allred Capital Management
Texas
$729K +$2.86K +80 +0.4%
HKAM
760
Horizon Kinetics Asset Management
New York
$725K -$107K -3,000 -14%
PFS
761
Prospera Financial Services
Texas
$723K +$116K +3,238 +22%
PSP
762
Principal Street Partners
Tennessee
$722K +$239K +6,684 +59%
BFO
763
Boston Family Office
Massachusetts
$720K -$593K -16,619 -48%
MIAS
764
Mason Investment Advisory Services
Virginia
$715K
KMWM
765
Keudell/Morrison Wealth Management
Oregon
$708K +$63.5K +1,778 +11%
SSB
766
Sandy Spring Bank
Maryland
$707K +$42K +1,175 +7%
CEP
767
Chicago Equity Partners
Illinois
$706K +$18.7K +525 +3%
VSWA
768
Vontobel Swiss Wealth Advisors
Switzerland
$704K -$473K -13,238 -43%
ST
769
Smithfield Trust
Pennsylvania
$704K -$17.1K -479 -3%
PAWC
770
P.A.W. Capital
Connecticut
$704K +$625K +17,500 New
CCM
771
Covington Capital Management
California
$703K -$272K -7,604 -30%
LCP
772
Legacy Capital Partners
Wisconsin
$701K -$91.6K -2,565 -13%
GVAG
773
Great Valley Advisor Group
Delaware
$697K +$619K +17,324 New
HJMC
774
Hellman Jordan Management Company
Massachusetts
$695K -$6.05M -169,420 -91%
NSAM
775
North Star Asset Management
Wisconsin
$690K -$2.39K -67 -0.4%