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Name Holding Trade Value Shares
Change
Change in
Stake
CT
1126
Coastline Trust
Rhode Island
$6.45M -$158K -735 -2%
AMM
1127
American Money Management
California
$6.44M +$196K +913 +3%
PCTC
1128
Perkins Coie Trust Company
Washington
$6.43M +$480K +2,238 +8%
CHC
1129
City Holding Co
West Virginia
$6.43M +$174K +811 +3%
MA
1130
MUFG Americas
New York
$6.43M +$412K +1,917 +7%
HKAM
1131
Horizon Kinetics Asset Management
New York
$6.41M -$1.5K -7 -0%
PFS
1132
Prospera Financial Services
Texas
$6.41M +$754K +3,514 +14%
FTDI
1133
First Trust Direct Indexing
Massachusetts
$6.4M -$91.2K -425 -1%
TAM
1134
Townsend Asset Management
North Carolina
$6.38M +$309K +1,440 +5%
CPA
1135
Capital Planning Advisors
California
$6.36M -$27K -126 -0.4%
SAM
1136
Sabadell Asset Management
Spain
$6.31M -$2.97M -13,837 -32%
SS
1137
Simplicity Solutions
Minnesota
$6.3M +$2.72M +12,685 +77%
P
1138
Pitcairn
Pennsylvania
$6.3M -$79.6K -371 -1%
S
1139
SignatureFD
Georgia
$6.27M +$464K +2,162 +8%
SFP
1140
Shepherd Financial Partners
Massachusetts
$6.27M +$1.12M +5,235 +22%
ECM
1141
Evergreen Capital Management
Washington
$6.26M +$3.15M +14,691 +103%
FFWA
1142
FRG Family Wealth Advisors
Washington
$6.25M -$165K -767 -3%
DI
1143
Diligent Investors
California
$6.23M +$4.29K +20 +0.1%
CC
1144
Criteria Caixa
Spain
$6.22M +$61.6K +287 New
EFS
1145
Essex Financial Services
Connecticut
$6.18M -$299K -1,392 -5%
IA
1146
IndexIQ Advisors
New York
$6.18M -$145K -676 -2%
RC
1147
Roundview Capital
New Jersey
$6.16M +$641K +2,988 +12%
XWM
1148
Xcel Wealth Management
Florida
$6.15M +$11.6K +54 +0.2%
GGS
1149
Galvin Gaustad & Stein
Arizona
$6.15M +$47.7K +222 +0.8%
WAS
1150
Winch Advisory Services
Wisconsin
$6.14M +$2.79K +13 +0%