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Name Holding Trade Value Shares
Change
Change in
Stake
HPCM
951
High Pointe Capital Management
Illinois
$591K -$9.61K -82 -2%
PGA
952
Portland Global Advisors
Maine
$590K
NFG
953
Next Financial Group
Texas
$587K +$79.2K +676 +16%
WAS
954
WESPAC Advisors SoCal
California
$585K
PGFC
955
Peapack-Gladstone Financial Corp
New Jersey
$585K +$47.7K +407 +9%
JCM
956
Jacobi Capital Management
Pennsylvania
$582K -$151K -1,288 -21%
PCM
957
Perritt Capital Management
Illinois
$581K
FANJ
958
Financial Architects (New Jersey)
New Jersey
$579K -$4.1K -35 -0.7%
PCA
959
Pallas Capital Advisors
Massachusetts
$575K -$79.6K -680 -13%
KFP
960
KB Financial Partners
New Jersey
$575K -$33.1K -283 -6%
EWM
961
Endowment Wealth Management
Wisconsin
$571K +$556K +4,744 New
MWM
962
Mission Wealth Management
California
$569K +$23.8K +203 +4%
SIMM
963
Stillwater Investment Management (Minnesota)
Minnesota
$567K +$1.99K +17 +0.4%
OPWM
964
Oakwell Private Wealth Management
Texas
$566K -$35.4K -302 -6%
CAN
965
Claraphi Advisory Network
United States
$564K -$41.9K -358 -7%
B
966
Bellecapital
Switzerland
$563K -$57K -487 -9%
GIM
967
Greylin Investment Management
Virginia
$561K -$52.7K -450 -9%
GSWM
968
Golden State Wealth Management
California
$561K +$175K +1,498 +47%
ST
969
Sentinel Trust
Texas
$558K +$270K +2,302 +99%
EAM
970
Eschler Asset Management
United Kingdom
$558K +$543K +4,636 New
SPC
971
Sigma Planning Corp
Michigan
$557K -$290K -2,472 -35%
PNC
972
Park National Corp
Ohio
$557K -$2.23K -19 -0.4%
UCB
973
United Community Bank
South Carolina
$557K +$542K +4,629 New
KMWM
974
Keudell/Morrison Wealth Management
Oregon
$552K -$46.4K -396 -8%
BIAS
975
Beacon Investment Advisory Services
New Jersey
$551K +$18.6K +159 +4%