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Name Holding Trade Value Shares
Change
Change in
Stake
WFG
751
Wills Financial Group
Virginia
$4.42M -$107K -3,408 -2%
CWM
752
Catamount Wealth Management
Connecticut
$4.42M -$1.3M -41,223 -23%
OCM
753
Orleans Capital Management
Louisiana
$4.39M -$18.8K -596 -0.4%
LNWWM
754
Laird Norton Wetherby Wealth Management
California
$4.39M +$313K +9,957 +8%
Capital Fund Management (CFM)
755
Capital Fund Management (CFM)
France
$4.38M -$12.1M -385,269 -73%
ST
756
Spinnaker Trust
Maine
$4.38M -$5.35K -170 -0.1%
NPA
757
Nichols & Pratt Advisers
Massachusetts
$4.35M -$140K -4,435 -3%
SFA
758
Staton Financial Advisors
North Carolina
$4.34M +$44.6K +1,416 +1%
BHA
759
Beech Hill Advisors
New York
$4.34M -$161K -5,130 -4%
SWM
760
SVA Wealth Management
Wisconsin
$4.31M -$560K -17,799 -11%
VC
761
Vestor Capital
Illinois
$4.29M +$80.8K +2,567 +2%
MSFP
762
Mark Sheptoff Financial Planning
Connecticut
$4.28M +$29.6K +942 +0.7%
SCM
763
Schnieders Capital Management
California
$4.26M +$97.8K +3,107 +2%
CT
764
Coastline Trust
Rhode Island
$4.23M -$40.2K -1,278 -0.9%
UFG
765
United Fire Group
Iowa
$4.22M
APSI
766
Asset Planning Services Inc
Louisiana
$4.21M -$2.49K -79 -0.1%
AOWM
767
Alpha Omega Wealth Management
Virginia
$4.17M -$65.1K -2,068 -2%
SC
768
Schulhoff & Co
Ohio
$4.16M +$98.1K +3,117 +2%
WI
769
Welch Investments
Alabama
$4.15M +$247K +7,851 +6%
MPWT
770
MassMutual Private Wealth & Trust
Connecticut
$4.12M +$770K +24,476 +23%
AIA
771
Allegis Investment Advisors
Idaho
$4.09M +$336K +10,678 +9%
SAM
772
Strategy Asset Managers
California
$4.08M -$7.65K -243 -0.2%
PAM
773
PVG Asset Management
Colorado
$4.07M +$1.47M +46,565 +56%
SBH
774
Segall Bryant & Hamill
Illinois
$4.07M +$139K +4,423 +4%
Fiera Capital (Canada)
775
Fiera Capital (Canada)
Quebec, Canada
$4.05M -$17.8M -564,168 -81%