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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1626
Shikiar Asset Management
New York
$462K +$34.2K +1,083 +8%
RWA
1627
RGT Wealth Advisors
Texas
$461K +$475K +15,022 New
HP
1628
HT Partners
Connecticut
$460K +$13.4K +424 +3%
ZF
1629
Zhang Financial
Michigan
$458K +$472K +14,923 New
GIP
1630
Greatmark Investment Partners
Georgia
$457K -$4.17K -132 -0.9%
IOOF
1631
Independent Order of Foresters
Ontario, Canada
$457K
ACM
1632
Armbruster Capital Management
New York
$456K -$101K -3,196 -18%
AIP
1633
ARS Investment Partners
New York
$454K
SDWMA
1634
Schneider Downs Wealth Management Advisors
Pennsylvania
$454K +$32.7K +1,034 +8%
HK
1635
Horizon Kinetics
New York
$453K -$4.2K -133 -0.9%
RTS
1636
Round Table Services
New Jersey
$443K -$61.7K -1,953 -12%
HPWM
1637
Highland Private Wealth Management
Washington
$441K +$5.56K +176 +1%
LI
1638
Lafayette Investments
Maryland
$439K -$537 -17 -0.1%
BC
1639
Brinker Capital
Pennsylvania
$438K +$451K +14,274 New
LPT
1640
Legacy Private Trust
Wisconsin
$435K -$2.05K -65 -0.5%
RHJA
1641
Rice Hall James & Associates
California
$434K
CA
1642
CapWealth Advisors
Tennessee
$433K +$6.29K +199 +1%
CFA
1643
Cahill Financial Advisors
Minnesota
$430K -$4.08K -129 -0.9%
HM
1644
Harvest Management
New York
$426K
RCWMU
1645
Rothschild & Co Wealth Management (UK)
United Kingdom
$426K
EA
1646
Evanston Advisors
Illinois
$425K +$93.4K +2,956 +27%
HIIFS
1647
Harel Insurance Investments & Financial Services
Israel
$420K -$221K -6,990 -34%
GAM
1648
Gould Asset Management
California
$419K -$33.5K -1,059 -7%
CAM
1649
Congress Asset Management
Massachusetts
$419K +$12.6K +398 +3%
VWM
1650
Vector Wealth Management
Minnesota
$419K +$40K +1,267 +10%