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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1201
Alta Advisers
United Kingdom
$875K
B
1202
Bellecapital
Switzerland
$873K +$1.34M +7,091 New
FP
1203
Financial Perspectives
Minnesota
$872K +$614K +3,241 +84%
SFS
1204
Strategic Financial Services
New York
$872K +$30.3K +160 +2%
BCMLT
1205
Beacon Capital Management LLC (Tennessee)
Tennessee
$866K +$976K +5,154 +275%
CB
1206
CNB Bank
Pennsylvania
$862K +$146K +770 +12%
PCP
1207
Proficio Capital Partners
Massachusetts
$855K -$151K -796 -10%
WPW
1208
Watershed Private Wealth
Illinois
$855K +$1.31M +6,944 New
First Manhattan
1209
First Manhattan
New York
$855K -$904K -4,773 -41%
HA
1210
Harfst & Associates
Wyoming
$850K +$2.46K +13 +0.2%
WE
1211
Wealth Effects
Massachusetts
$849K +$124K +653 +10%
LSPW
1212
Lake Street Private Wealth
Illinois
$847K -$143K -753 -10%
DIM
1213
Delta Investment Management
California
$847K +$114K +604 +10%
VCM
1214
Virtue Capital Management
Tennessee
$847K +$863K +4,557 +197%
BZWA
1215
Blue Zone Wealth Advisors
California
$844K -$8.52K -45 -0.7%
UAML
1216
US Asset Management LLC
Pennsylvania
$843K +$1.3M +6,840 New
LHC
1217
Little House Capital
Massachusetts
$843K +$410K +2,166 +46%
MFA
1218
Mayflower Financial Advisors
Massachusetts
$840K +$194K +1,026 +18%
CIC
1219
Carnegie Investment Counsel
Ohio
$840K -$447K -2,363 -26%
CHAM
1220
Clear Harbor Asset Management
Connecticut
$839K +$1.29M +6,810 New
ICG
1221
InterOcean Capital Group
Tennessee
$830K -$374K -1,974 -23%
SEP
1222
Southland Equity Partners
Missouri
$830K +$189K +998 +17%
CWM
1223
Cahaba Wealth Management
Georgia
$828K +$47.1K +249 +4%
DTL
1224
Dynamic Technology Lab
Singapore
$826K +$1.27M +6,706 New
EE
1225
EWG Elevate
California
$823K +$389K +2,057 +44%