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Name Holding Trade Value Shares
Change
Change in
Stake
WIA
1451
Westbourne Investment Advisors
Maryland
$212K +$205K +2,675 New
CCM
1452
Copeland Capital Management
Pennsylvania
$209K +$203K +2,645 New
BC
1453
Brookfield Corp
Ontario, Canada
$207K +$30.7K +400 +18%
WSC
1454
Wellington Shields & Co
New York
$206K +$199K +2,600 New
TFCP
1455
Twin Focus Capital Partners
Massachusetts
$206K +$200K +2,607 New
TFF
1456
The Family Firm
Maryland
$206K +$200K +2,609 New
SGAM
1457
Steinberg Global Asset Management
Florida
$206K +$200K +2,610 New
WI
1458
Wedgewood Investors
Pennsylvania
$206K +$200K +2,610 New
HCC
1459
Hirtle Callaghan & Co
Pennsylvania
$203K -$7.67K -100 -4%
VNA
1460
Valley National Advisers
Pennsylvania
$203K -$5.67K -74 -3%
SAM
1461
SignalPoint Asset Management
Missouri
$203K +$197K +2,569 New
TW
1462
Transform Wealth
Colorado
$203K +$197K +2,571 New
SFG
1463
SevenBridge Financial Group
Pennsylvania
$201K -$3.9M -50,925 -95%
HCM
1464
Highlander Capital Management
New Jersey
$194K
BL
1465
Balentine LLC
Georgia
$186K +$24.5K +320 +16%
KF
1466
Krilogy Financial
Missouri
$184K
LWM
1467
Lenox Wealth Management
Ohio
$183K +$12.6K +165 +8%
KPCM
1468
Kings Point Capital Management
New York
$182K
LOCC
1469
Lombard Odier & Cie (Canada)
Quebec, Canada
$182K
SC
1470
Skylands Capital
Wisconsin
$181K +$176K +2,290 New
FPFS
1471
First Personal Financial Services
North Carolina
$170K +$134K +1,744 +436%
NCMG
1472
NCM Capital Management Group
North Carolina
$166K +$57.5K +750 +56%
CAW
1473
Cornerstone Advisors (Washington)
Washington
$165K +$29.9K +390 +23%
JFA
1474
JNBA Financial Advisors
Minnesota
$164K -$3.83K -50 -2%
WP
1475
WealthPLAN Partners
Nebraska
$163K +$331K +4,324 New