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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1676
PFG Advisors
Arizona
$974K +$151K +3,259 +20%
SA
1677
Sovran Advisors
California
$971K +$39.3K +848 +4%
WJWM
1678
Williams Jones Wealth Management
New York
$970K -$126K -2,721 -12%
SFG
1679
Southern Financial Group
Alabama
$970K +$18.8K +405 +2%
FNT
1680
First Nebraska Trust
Nebraska
$970K +$26.9K +580 +3%
EFG
1681
Everhart Financial Group
Ohio
$969K +$246K +5,299 +38%
Capstone Investment Advisors
1682
Capstone Investment Advisors
New York
$968K -$4.17M -90,008 -82%
FCA
1683
FLC Capital Advisors
California
$967K -$324 -7 -0%
OIM
1684
Orca Investment Management
Oregon
$965K -$18.8K -405 -2%
WB
1685
Webster Bank
Connecticut
$965K -$1.12M -24,255 -56%
MSS
1686
Mitchell Sinkler & Starr
Pennsylvania
$961K -$30.1K -650 -3%
IFWM
1687
Institute for Wealth Management
Colorado
$959K -$59.6K -1,285 -6%
JPLA
1688
Joseph P. Lucia & Associates
New York
$959K -$64.3K -1,388 -7%
WAG
1689
Wallace Advisory Group
California
$952K +$26.8K +578 +3%
EWM
1690
Evercore Wealth Management
New York
$951K -$210K -4,532 -19%
OFS
1691
OneAscent Financial Services
Alabama
$950K +$295K +6,363 +51%
PFBT
1692
Parkside Financial Bank & Trust
Missouri
$946K -$27.2K -586 -3%
VCM
1693
Versant Capital Management
Arizona
$946K +$124K +2,682 +17%
SIP
1694
Stoneridge Investment Partners
Pennsylvania
$945K -$458K -9,876 -34%
GSIAS
1695
Garden State Investment Advisory Services
New Jersey
$942K -$6.86K -148 -0.8%
GLLW
1696
Graves Light Lenhart Wealth
Virginia
$942K -$52.6K -1,135 -6%
JCM
1697
J2 Capital Management
Michigan
$942K -$1.44K -31 -0.2%
JMA
1698
J.M. Arbour
Maine
$941K +$57.1K +1,233 +7%
DP
1699
Denver PWM
Colorado
$940K
RF
1700
Rossby Financial
Florida
$940K +$170K +3,672 +24%