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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
826
Waldron Private Wealth
Pennsylvania
$817K
FHA
827
Flagship Harbor Advisors
Massachusetts
$813K +$74.8K +368 +11%
LOAMS
828
Lombard Odier Asset Management (Switzerland)
Switzerland
$811K +$763K +3,752 New
ACM
829
Avalon Capital Management
California
$810K +$762K +3,750 New
AFG
830
Albion Financial Group
Utah
$805K -$603K -2,965 -44%
JIP
831
Jaffetilchin Investment Partners
Florida
$804K +$240K +1,181 +46%
PCM
832
Palisade Capital Management
New Jersey
$799K
WEC
833
Winslow Evans & Crocker
Massachusetts
$795K
HPWM
834
Highland Private Wealth Management
Washington
$792K +$745K +3,664 New
PAG
835
Private Advisory Group
Washington
$792K +$745K +3,664 New
ADL
836
Asset Dedication LLC
California
$780K -$8.74K -43 -1%
TBA
837
Tower Bridge Advisors
Pennsylvania
$778K -$81.3K -400 -10%
TA
838
Townsend & Associates
Colorado
$777K +$98K +482 +15%
WT
839
Whittier Trust
California
$775K +$79.3K +390 +12%
HA
840
Harfst & Associates
Wyoming
$770K -$26.4K -130 -4%
SXL
841
Summit X LLC
Missouri
$762K +$29.7K +146 +4%
GI
842
Gradient Investments
Minnesota
$754K +$111K +544 +18%
HB
843
Homrich & Berg
Georgia
$754K +$335K +1,646 +89%
HCA
844
Harbour Capital Advisors
Virginia
$753K +$353K +1,735 +99%
IUHSA
845
Itau Unibanco Holding S.A.
Brazil
$747K +$584K +2,873 +493%
AF
846
Arrow Financial
New York
$746K +$37.4K +184 +6%
PIA
847
Peachtree Investment Advisors
Georgia
$735K
MWM
848
Modera Wealth Management
New Jersey
$732K +$813 +4 +0.1%
EGA
849
Eagle Global Advisors
Texas
$731K
HAG
850
HighPoint Advisor Group
Illinois
$727K +$211K +1,037 +56%