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Name Holding Trade Value Shares
Change
Change in
Stake
WDA
776
Wendell David Associates
New Hampshire
$19.6M +$210K +4,956 +1%
CB
777
Community Bank
New York
$19.5M +$298K +7,016 +2%
CAM
778
Close Asset Management
United Kingdom
$19.5M +$17.2M +404,540 +7,768%
SFS
779
Sowell Financial Services
Arkansas
$19.4M +$1.38M +32,584 +9%
EWM
780
Edge Wealth Management
New York
$19.3M -$526K -12,400 -3%
AWCI
781
Alpine Woods Capital Investors
New York
$19.3M +$5.95M +140,276 +53%
WAM
782
Wealthspire Advisors (Maryland)
Maryland
$19.3M +$449K +10,576 +3%
SCA
783
Stillwater Capital Advisors
Pennsylvania
$19.2M -$266K -6,272 -2%
SSWM
784
Smith Salley Wealth Management
North Carolina
$19.2M +$683K +16,108 +4%
HIIFS
785
Harel Insurance Investments & Financial Services
Israel
$19.2M +$15M +354,568 +706%
IFWM
786
Institute for Wealth Management
Colorado
$19.2M +$27.8M +656,324 +302%
FMBTD
787
First Midwest Bank Trust Division
Illinois
$19.2M -$517K -12,200 -3%
BRWA
788
B. Riley Wealth Advisors
Florida
$19.1M -$3.01M -70,972 -15%
CCA
789
Cobblestone Capital Advisors
New York
$19.1M +$335K +7,892 +2%
CG
790
Cutler Group
California
$19.1M -$17.2M -405,720 -50%
CCM
791
Compton Capital Management
Rhode Island
$19.1M -$265K -6,248 -2%
SAM
792
Shikiar Asset Management
New York
$19M -$1.28M -30,236 -7%
MRCM
793
M&R Capital Management
New Jersey
$19M +$77.7K +1,832 +0.5%
KWM
794
Kingsview Wealth Management
Oregon
$18.9M +$9.93M +234,120 +142%
Lido Advisors
795
Lido Advisors
California
$18.9M +$2.02M +47,536 +14%
NSIM
796
North Star Investment Management
Illinois
$18.8M +$275K +6,492 +2%
RCM
797
Riverpark Capital Management
New York
$18.8M -$4.48M -105,516 -21%
BCM
798
BTR Capital Management
California
$18.8M +$731K +17,228 +5%
BC
799
Bruce & Co
Illinois
$18.7M +$2.15M +50,800 +15%
HIC
800
Hartline Investment Corp
Illinois
$18.6M +$348K +8,208 +2%