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Name Holding Trade Value Shares
Change
Change in
Stake
AL
751
Airain Ltd
Guernsey
$4.08M +$4.22M +143,151 New
GLRA
752
Gerald L. Ray & Associates
Texas
$4.08M +$30.2K +1,024 +0.7%
MSFP
753
Mark Sheptoff Financial Planning
Connecticut
$4.07M +$191K +6,471 +5%
DJSG
754
D.J. St. Germain
Massachusetts
$4.07M +$41K +1,390 +1%
WFG
755
Wills Financial Group
Virginia
$4.07M +$50.9K +1,726 +1%
ST
756
Spinnaker Trust
Maine
$4.06M +$81K +2,749 +2%
SNT
757
Security National Trust
West Virginia
$4.05M -$23.6K -799 -0.6%
LPC
758
Loeb Partners Corp
New York
$4.02M -$4.6M -156,103 -53%
NI
759
Numeric Investors
Massachusetts
$4.02M -$46.8M -1,587,211 -92%
BPM
760
Bowling Portfolio Management
Ohio
$4.02M -$1.31M -44,576 -24%
TA
761
Tiedemann Advisors
New York
$3.99M +$1.22M +41,528 +42%
CWM
762
Catamount Wealth Management
Connecticut
$3.98M -$27.1K -920 -0.7%
SFA
763
Staton Financial Advisors
North Carolina
$3.96M +$22.7K +770 +0.6%
MPWT
764
MassMutual Private Wealth & Trust
Connecticut
$3.96M +$229K +7,774 +6%
APSI
765
Asset Planning Services Inc
Louisiana
$3.95M +$133K +4,501 +3%
BSW
766
Buckingham Strategic Wealth
Missouri
$3.94M +$331K +11,230 +9%
SWM
767
SVA Wealth Management
Wisconsin
$3.93M +$17.7K +600 +0.4%
SCM
768
Schnieders Capital Management
California
$3.93M +$60.5K +2,052 +2%
RSVP
769
Ramsay Stattman Vela & Price
Colorado
$3.92M +$332K +11,254 +9%
NPA
770
Nichols & Pratt Advisers
Massachusetts
$3.92M -$42.9K -1,456 -1%
AP
771
Advisor Partners
California
$3.91M -$246K -8,359 -6%
PCM
772
Palisade Capital Management
New Jersey
$3.9M -$634K -21,520 -14%
PWP
773
Private Wealth Partners
California
$3.88M -$166K -5,648 -4%
AOWM
774
Alpha Omega Wealth Management
Virginia
$3.87M +$85K +2,882 +2%
UBV
775
United Bank (Virginia)
Virginia
$3.85M +$274K +9,288 +7%