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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1101
Endurance Wealth Management
Rhode Island
$1.91M
I
1102
IberiaBank
Louisiana
$1.89M +$139K +1,498 +8%
BHWM
1103
Bar Harbor Wealth Management
New Hampshire
$1.88M -$4.55K -49 -0.2%
GCM
1104
Glynn Capital Management
California
$1.88M
RCIM
1105
Russell Clark Investment Management
United Kingdom
$1.88M +$1.86M +20,000 New
CPA
1106
Clear Perspective Advisors
Illinois
$1.87M -$23.2K -250 -1%
SOAMC
1107
Spirit of America Management Corp
New York
$1.87M +$102K +1,100 +6%
CA
1108
Cornerstone Advisory
Maryland
$1.87M +$1.39M +14,981 +305%
GT
1109
Glenview Trust
Kentucky
$1.85M +$22.3K +240 +1%
SCM
1110
Schnieders Capital Management
California
$1.84M +$32.7K +352 +2%
CWM
1111
CMH Wealth Management
New Hampshire
$1.84M +$47.4K +511 +3%
WFG
1112
Wills Financial Group
Virginia
$1.83M -$13.3K -143 -0.7%
CAS
1113
Cue Advisory Services
Arizona
$1.83M -$76.6K -825 -4%
AssetMark Inc
1114
AssetMark Inc
California
$1.83M -$2.54M -27,368 -58%
RFA
1115
Reilly Financial Advisors
California
$1.82M +$42.9K +462 +2%
CIM
1116
CIM Investment Management
Pennsylvania
$1.82M -$28.1K -303 -2%
RWA
1117
Ropes Wealth Advisors
Massachusetts
$1.82M -$1.02K -11 -0.1%
FIM
1118
Freedom Investment Management
Connecticut
$1.81M +$416K +4,480 +30%
HIMC
1119
Heritage Investors Management Corp
Maryland
$1.8M -$11K -118 -0.6%
GHA
1120
Garcia Hamilton & Associates
Texas
$1.8M -$1.18M -12,668 -40%
WSCM
1121
Wellington Shields Capital Management
New York
$1.8M
PBT
1122
Pictet Bank & Trust
Bahamas
$1.8M +$1.78M +19,170 New
AA
1123
Ancora Advisors
Ohio
$1.8M +$52.8K +569 +3%
SSB
1124
Sandy Spring Bank
Maryland
$1.8M +$110K +1,183 +7%
CCT
1125
Capital City Trust
Florida
$1.79M +$52.2K +562 +3%