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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1601
Berkshire Asset Management
Pennsylvania
$221K +$214K +2,490 New
LWM
1602
Lyell Wealth Management
California
$220K +$213K +2,472 New
CBN
1603
Cadence Bank NA
Texas
$219K -$64.9K -754 -23%
GC
1604
Gratus Capital
Georgia
$218K +$211K +2,458 New
PAG
1605
Private Advisory Group
Washington
$216K -$35.2K -409 -14%
GS
1606
Girard Securities
California
$215K -$80.5K -936 -28%
CCM
1607
CWH Capital Management
Washington
$215K +$209K +2,428 New
HPWM
1608
Highland Private Wealth Management
Washington
$213K +$206K +2,394 New
TTWM
1609
TCV Trust & Wealth Management
Virginia
$210K +$203K +2,364 New
CCMW
1610
Cypress Capital Management (Wyoming)
Wyoming
$209K -$51.6K -600 -20%
Diamond Hill Capital Management
1611
Diamond Hill Capital Management
Ohio
$208K +$201K +2,336 New
EWM
1612
Empirical Wealth Management
Washington
$204K +$197K +2,292 New
AIS
1613
American Investment Services
Massachusetts
$203K +$197K +2,286 New
PAS
1614
Partnervest Advisory Services
California
$202K -$45.6K -530 -19%
KF
1615
Krilogy Financial
Missouri
$200K
WA
1616
WealthTrust-Arizona
Arizona
$198K +$172 +2 +0.1%
FFC
1617
First Financial Corp
Indiana
$197K -$22.8K -265 -11%
GWS
1618
Glassman Wealth Services
Virginia
$196K -$2.84K -33 -1%
ATC
1619
Adirondack Trust Company
New York
$195K +$3.01K +35 +2%
BIG
1620
Bellwether Investment Group
Tennessee
$195K +$8.43K +98 +5%
TFO
1621
Tarbox Family Office
California
$190K +$133K +1,544 +259%
AAP
1622
Arax Advisory Partners
Colorado
$182K +$172 +2 +0.1%
FPS
1623
Fieldpoint Private Securities
Connecticut
$182K +$176K +2,045 New
FCMT
1624
Founders Capital Management (Texas)
Texas
$178K +$172K +2,000 New
FIM
1625
Foresters Investment Management
New York
$177K +$171K +1,992 New