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Name Holding Trade Value Shares
Change
Change in
Stake
DOA
1676
D'Orazio & Associates
Virginia
$977K +$241K +5,194 +36%
OCM
1677
Orleans Capital Management
Louisiana
$975K – – –
Forum Financial Management
1678
Forum Financial Management
Illinois
$975K -$2.65M -57,081 -75%
CRIG
1679
Charter Research & Investment Group
Connecticut
$975K -$64.9K -1,400 -7%
PA
1680
PFG Advisors
Arizona
$974K +$151K +3,259 +20%
SA
1681
Sovran Advisors
California
$971K +$39.3K +848 +4%
Williams Jones Wealth Management
1682
Williams Jones Wealth Management
New York
$970K -$126K -2,721 -12%
SFG
1683
Southern Financial Group
Alabama
$970K +$18.8K +405 +2%
FNT
1684
First Nebraska Trust
Nebraska
$970K +$26.9K +580 +3%
EFG
1685
Everhart Financial Group
Ohio
$969K +$246K +5,299 +38%
Capstone Investment Advisors
1686
Capstone Investment Advisors
New York
$968K -$4.17M -90,008 -82%
FCA
1687
FLC Capital Advisors
California
$967K -$324 -7 -0%
OIM
1688
Orca Investment Management
Oregon
$965K -$18.8K -405 -2%
WB
1689
Webster Bank
Connecticut
$965K -$1.12M -24,255 -56%
MSS
1690
Mitchell Sinkler & Starr
Pennsylvania
$961K -$30.1K -650 -3%
IFWM
1691
Institute for Wealth Management
Colorado
$959K -$59.6K -1,285 -6%
JPLA
1692
Joseph P. Lucia & Associates
New York
$959K -$64.3K -1,388 -7%
WAG
1693
Wallace Advisory Group
California
$952K +$26.8K +578 +3%
Evercore Wealth Management
1694
Evercore Wealth Management
New York
$951K -$210K -4,532 -19%
OFS
1695
OneAscent Financial Services
Alabama
$950K +$295K +6,363 +51%
PFBT
1696
Parkside Financial Bank & Trust
Missouri
$946K -$27.2K -586 -3%
VCM
1697
Versant Capital Management
Arizona
$946K +$124K +2,682 +17%
SIP
1698
Stoneridge Investment Partners
Pennsylvania
$945K -$458K -9,876 -34%
GSIAS
1699
Garden State Investment Advisory Services
New Jersey
$942K -$6.86K -148 -0.8%
GLLW
1700
Graves Light Lenhart Wealth
Virginia
$942K -$52.6K -1,135 -6%