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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
1201
Insigneo Advisory Services
Florida
$1.57M +$509K +13,759 +48%
ST
1202
Smithfield Trust
Pennsylvania
$1.57M -$92.9K -2,510 -6%
JIC
1203
Joel Isaacson & Co
New York
$1.57M +$37 +1 +0%
MC
1204
Mathes Company
New York
$1.57M +$1.56M +42,096 New
EWM
1205
EPG Wealth Management
Georgia
$1.56M +$39.7K +1,072 +3%
SAG
1206
SageView Advisory Group
California
$1.56M -$39.2K -1,058 -2%
WE
1207
Wealth Effects
Massachusetts
$1.56M +$517K +13,976 +50%
RWMG
1208
Redwood Wealth Management Group
New Jersey
$1.55M +$2.52K +68 +0.2%
NL
1209
NWAM LLC
Washington
$1.55M -$99.1K -2,677 -6%
DT
1210
Diversified Trust
Tennessee
$1.55M -$372K -10,050 -19%
CAAS
1211
Capital Asset Advisory Services
Michigan
$1.55M +$97.8K +2,642 +6%
GMA
1212
Glassy Mountain Advisors
Maryland
$1.55M +$1.54M +41,638 New
HPC
1213
HM Payson & Co
Maine
$1.55M -$150K -4,047 -9%
RAM
1214
Rempart Asset Management
Canada
$1.55M +$147K +3,975 +11%
RMDI
1215
R.M. Davis Inc
Maine
$1.55M -$5.88K -159 -0.4%
CT
1216
Cambridge Trust
Massachusetts
$1.54M -$186K -5,036 -11%
HI
1217
Harrington Investments
California
$1.54M +$91.6K +2,475 +6%
BCM
1218
BTC Capital Management
Iowa
$1.54M +$70.1K +1,894 +5%
FFWA
1219
FRG Family Wealth Advisors
Washington
$1.54M +$15.6K +421 +1%
GWM
1220
Greenwich Wealth Management
Connecticut
$1.54M +$19.8K +535 +1%
SAMC
1221
Spectrum Asset Management (California)
California
$1.54M -$24.8K -669 -2%
PA
1222
Profund Advisors
Maryland
$1.54M +$252K +6,801 +20%
FUBT
1223
First United Bank & Trust
Maryland
$1.53M -$27.2K -735 -2%
CT
1224
Columbia Trust
Oregon
$1.53M +$28.4K +766 +2%
CI
1225
Conning Inc
Connecticut
$1.53M -$309K -8,358 -17%