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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
701
SilverOak Wealth Management
Minnesota
$994K +$49.7K +505 +5%
PFS
702
Physicians Financial Services
North Carolina
$990K -$61.4K -624 -5%
JIP
703
Jaffetilchin Investment Partners
Florida
$981K +$90.1K +915 +9%
MEAC
704
M.E. Allison & Co
Texas
$981K +$8.37K +85 +0.8%
CCM
705
Cohen Capital Management
California
$970K
GI
706
GAMMA Investing
California
$969K -$153K -1,553 -13%
WJWM
707
Williams Jones Wealth Management
New York
$969K -$591 -6 -0.1%
IAS
708
Insigneo Advisory Services
Florida
$969K +$105K +1,062 +11%
CTC (Chicago Trading Company)
709
CTC (Chicago Trading Company)
Illinois
$969K -$7.19K -73 -0.7%
PWM
710
Perigon Wealth Management
California
$962K +$99.8K +1,014 +10%
WRPWM
711
Werba Rubin Papier Wealth Management
California
$961K +$1.57K +16 +0.1%
SFS
712
Sowell Financial Services
Arkansas
$943K +$251K +2,547 +32%
GIA
713
Gladstone Institutional Advisory
Florida
$939K -$11.2K -114 -1%
EB
714
Exchange Bank
California
$937K -$17.9K -182 -2%
IBOK
715
Independence Bank of Kentucky
Kentucky
$936K -$65K -660 -6%
LWM
716
Lodestone Wealth Management
Washington
$935K -$184K -1,868 -15%
FRA
717
Frank Rimerman Advisors
California
$933K -$31.7K -322 -3%
IAMOG
718
Investors Asset Management of Georgia
Georgia
$930K -$8.66K -88 -0.8%
WTC
719
WhitTier Trust Company
Nevada
$925K -$201K -2,046 -16%
CFO
720
Callan Family Office
Pennsylvania
$916K -$185K -1,878 -16%
CFA
721
Cahill Financial Advisors
Minnesota
$916K +$8.47K +86 +0.9%
HH
722
Hilltop Holdings
Texas
$916K +$748K +7,596 +291%
PCA
723
Peddock Capital Advisors
Massachusetts
$915K -$196K -1,987 -16%
CFMC
724
Curbstone Financial Management Corp
New Hampshire
$912K
PCM
725
Parsons Capital Management
Rhode Island
$912K