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Name Holding Trade Value Shares
Change
Change in
Stake
GD
1001
Grandfield & Dodd
New York
$444K
PFS
1002
Physicians Financial Services
North Carolina
$444K +$3.46K +80 +0.8%
AF
1003
Advisornet Financial
Minnesota
$443K -$25.6K -593 -6%
CQS
1004
Credential Qtrade Securities
$442K +$17.9K +415 +4%
VFA
1005
Voya Financial Advisors
Connecticut
$442K +$11.3K +261 +3%
RMCM
1006
Reynders McVeigh Capital Management
Massachusetts
$440K -$10.8K -250 -2%
HAG
1007
HighPoint Advisor Group
Illinois
$440K +$39.2K +907 +9%
TCM
1008
Tufton Capital Management
Maryland
$440K +$78.2K +1,810 +22%
BWM
1009
Buckley Wealth Management
Nevada
$440K +$88.7K +2,051 +25%
SC
1010
Searle & Co
Connecticut
$436K
BPCA
1011
Bank Pictet & Cie (Asia)
Singapore
$436K +$130K +3,000 +43%
MFS
1012
Monetta Financial Services
Illinois
$436K +$432K +10,000 New
9WM
1013
9258 Wealth Management
Ohio
$434K +$60.3K +1,394 +16%
PCAP
1014
Pratt Collard Advisory Partners
New York
$432K -$50.9K -1,178 -11%
WPW
1015
Waldron Private Wealth
Pennsylvania
$432K +$424K +9,811 New
AW
1016
ACG Wealth
Georgia
$428K -$33.4K -773 -7%
VCM
1017
Vivaldi Capital Management
Illinois
$428K +$425K +9,826 New
FWM
1018
Focused Wealth Management
New York
$426K +$21.6K +500 +5%
WG
1019
Welch Group
Alabama
$423K +$142K +3,291 +51%
QT
1020
Quantamental Technologies
New York
$417K -$173K -3,995 -29%
PL
1021
Perpetual Ltd
Australia
$414K
CHC
1022
City Holding Co
West Virginia
$413K -$90.5K -2,094 -18%
BDS
1023
Banco de Sabadell
Florida
$413K
SFA
1024
Sequoia Financial Advisors
Ohio
$410K +$96.2K +2,226 +31%
MAFM
1025
Mid Atlantic Financial Management
Pennsylvania
$409K +$38.9K +899 +11%