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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1501
Berbice Capital Management
New York
$6.22M +$14.2K +42 +0.2%
GWM
1502
Gibbs Wealth Management
Georgia
$6.21M +$962K +2,844 +19%
PWM
1503
Palumbo Wealth Management
New York
$6.2M +$680K +2,010 +13%
GP
1504
Greenline Partners
New York
$6.18M +$7.78K +23 +0.1%
SIA
1505
Soltis Investment Advisors
Utah
$6.17M -$526K -1,555 -8%
TFA
1506
Transamerica Financial Advisors
Florida
$6.15M -$76.1K -225 -1%
TSW
1507
Thompson Siegel & Walmsley
Virginia
$6.15M -$324K -958 -5%
AGM
1508
Aragon Global Management
Florida
$6.15M
MIC
1509
Means Investment Company
Maine
$6.12M -$2.36M -6,964 -28%
BKA
1510
Brick & Kyle Associates
Pennsylvania
$6.12M -$172K -508 -3%
PFS
1511
Physicians Financial Services
North Carolina
$6.11M
GFA
1512
Gifford Fong Associates
California
$6.09M
FM
1513
Family Management
New York
$6.09M +$140K +413 +2%
CI
1514
Cigna Investments
Connecticut
$6.08M +$360K +1,064 +7%
BCFS
1515
Butensky & Cohen Financial Security
Florida
$6.07M -$321K -948 -5%
RCWM
1516
Royal Capital Wealth Management
Indiana
$6.07M +$7.78K +23 +0.1%
RWB
1517
RMR Wealth Builders
New Jersey
$6.04M +$456K +1,349 +8%
NB
1518
NBT Bank
New York
$6.03M +$105K +309 +2%
CCAM
1519
Codex Capital Asset Management
Texas
$6.03M
JF
1520
Jericho Financial
Ohio
$6.02M +$100K +296 +2%
RFN
1521
RDA Financial Network
Iowa
$6.01M +$1.64M +4,849 +39%
FLI
1522
Family Legacy Inc
South Carolina
$6M -$80.5K -238 -1%
PTC
1523
Philadelphia Trust Company
Pennsylvania
$6M -$1.88M -5,551 -24%
RMCM
1524
Reynders McVeigh Capital Management
Massachusetts
$5.99M -$229K -676 -4%
HIS
1525
Horizon Investment Services
Indiana
$5.97M +$405K +1,197 +8%