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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
901
Personal CFO Solutions
New Jersey
$4.21M +$149K +2,860 +4%
RMAM
902
Raab & Moskowitz Asset Management
New Jersey
$4.2M -$462K -8,848 -10%
MMA
903
Miracle Mile Advisors
California
$4.19M +$601K +11,516 +17%
WLPWM
904
Walled Lake Planning & Wealth Management
Illinois
$4.17M +$37.7K +723 +0.9%
CAM
905
Cubic Asset Management
Massachusetts
$4.16M +$96.4K +1,848 +2%
SC
906
Sepio Capital
Utah
$4.16M -$340K -6,516 -8%
APSI
907
Asset Planning Services Inc
Louisiana
$4.15M -$427K -8,185 -9%
PFO
908
Pathstone Family Office
New Jersey
$4.15M -$946K -18,136 -19%
BEAM
909
Baker Ellis Asset Management
Washington
$4.14M -$96.2K -1,844 -2%
FPFS
910
First Personal Financial Services
North Carolina
$4.14M -$93K -1,783 -2%
BFEC
911
Benjamin F. Edwards & Company
Missouri
$4.13M +$226K +4,340 +6%
SCA
912
Sage Capital Advisors
South Dakota
$4.13M +$406K +7,791 +11%
BCCM
913
Bridge Creek Capital Management
Massachusetts
$4.12M +$121K +2,312 +3%
MCP
914
Mirador Capital Partners
California
$4.1M +$108K +2,063 +3%
EA
915
Ellsworth Advisors
Ohio
$4.1M +$705K +13,515 +21%
SCM
916
Spreng Capital Management
Ohio
$4.09M +$297K +5,690 +8%
OIA
917
OneDigital Investment Advisors
Kansas
$4.09M +$312K +5,984 +8%
MBT
918
Montecito Bank & Trust
California
$4.08M -$25.6K -490 -0.6%
ZB
919
Zions Bancorporation
Utah
$4.08M +$36.4K +698 +0.9%
ET
920
Equitable Trust
Tennessee
$4.08M -$7.83K -150 -0.2%
LNWWM
921
Laird Norton Wetherby Wealth Management
California
$4.07M -$116K -2,226 -3%
PLFAM
922
Pineno Levin & Ford Asset Management
Virginia
$4.07M +$127K +2,426 +3%
SBIA
923
Sheaff Brock Investment Advisors
Indiana
$4.05M -$161K -3,078 -4%
FWCM
924
Ferguson Wellman Capital Management
Oregon
$4.05M +$605K +11,598 +17%
HCM
925
Harvey Capital Management
Florida
$4.04M +$99.1K +1,900 +3%