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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1751
Aevitas Wealth Management
Massachusetts
$314K -$21.2K -249 -6%
BWP
1752
Baldwin Wealth Partners
Massachusetts
$312K +$25.9K +305 +9%
TFCP
1753
Twin Focus Capital Partners
Massachusetts
$311K +$316K +3,723 New
SIC
1754
Sigma Investment Counselors
Michigan
$310K -$3.4K -40 -1%
GWCM
1755
Godshalk Welsh Capital Management
Pennsylvania
$310K
SRC
1756
Shufro Rose & Co
New York
$310K
VIM
1757
Veritas Investment Management
United Kingdom
$310K
CW
1758
CreativeOne Wealth
Kansas
$308K +$31.5K +371 +11%
CWM
1759
Cabot Wealth Management
Massachusetts
$306K
NAMP
1760
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$304K
Marshall Wace
1761
Marshall Wace
United Kingdom
$303K -$2.36M -27,816 -88%
WAM
1762
Wolverine Asset Management
Illinois
$302K -$705K -8,299 -70%
LSCM
1763
LaSalle Street Capital Management
Illinois
$301K
PAA
1764
Peregrine Asset Advisers
Oregon
$301K
BFPW
1765
BOK Financial Private Wealth
Colorado
$301K +$46.9K +552 +18%
PA
1766
PFG Advisors
Arizona
$300K +$29.7K +349 +10%
PWMAG
1767
Pinnacle Wealth Management Advisory Group
New Jersey
$299K +$5.78K +68 +2%
CAGAS
1768
Capital Advisory Group Advisory Services
Minnesota
$297K +$170 +2 +0.1%
SCM
1769
Stonehearth Capital Management
Massachusetts
$295K
HPWM
1770
Highland Private Wealth Management
Washington
$293K -$1.27K -15 -0.4%
AP
1771
Atwood & Palmer
Missouri
$293K
NIM
1772
Nexus Investment Management
Ontario, Canada
$293K
CCP
1773
Clarkston Capital Partners
Michigan
$292K
MOS
1774
MGO One Seven
Ohio
$292K +$21.2K +249 +8%
BCA
1775
Bray Capital Advisors
Florida
$291K