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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1176
Evermay Wealth Management
Virginia
$455K
LSAG
1177
Lake Street Advisors Group
New Hampshire
$454K +$57.8K +208 +16%
RWA
1178
Ropes Wealth Advisors
Massachusetts
$449K +$36.4K +131 +9%
SAM
1179
SP Asset Management
California
$447K
BHB
1180
Bank Hapoalim BM
Israel
$447K +$70.8K +255 +20%
SIM
1181
SSI Investment Management
California
$444K -$1.67K -6 -0.4%
PAM
1182
Private Asset Management
California
$442K +$13.9K +50 +3%
EH
1183
Employers Holdings
Nevada
$442K +$417K +1,500 New
TSW
1184
Thompson Siegel & Walmsley
Virginia
$442K +$417K +1,500 New
CCM
1185
Coldstream Capital Management
Washington
$438K +$42.8K +154 +12%
BAM
1186
Belpointe Asset Management
Nevada
$437K +$161K +581 +64%
PCP
1187
Proficio Capital Partners
Massachusetts
$435K +$27.5K +99 +7%
NWS
1188
Newport Wealth Strategies
California
$434K +$7.5K +27 +2%
MCM
1189
McKinley Capital Management
Alaska
$432K -$161K -578 -28%
BHIA
1190
Birch Hill Investment Advisors
Massachusetts
$430K
PMFA
1191
Plante Moran Financial Advisors
Michigan
$429K -$1.94K -7 -0.5%
AA
1192
ALPS Advisors
Colorado
$428K -$113K -408 -22%
CCA
1193
Cobblestone Capital Advisors
New York
$428K
FWIA
1194
Fort Washington Investment Advisors
Ohio
$427K
WCA
1195
Westover Capital Advisors
Delaware
$425K +$149K +537 +59%
HHGA
1196
Halbert Hargrove Global Advisors
California
$423K -$3.06K -11 -0.8%
RMDI
1197
R.M. Davis Inc
Maine
$420K -$38.9K -140 -9%
AIC
1198
Argus Investors Counsel
New York
$416K -$5.83K -21 -1%
TRCT
1199
Tower Research Capital (TRC)
New York
$415K -$2.63M -9,481 -87%
AWM
1200
Avior Wealth Management
Nebraska
$415K +$4.72K +17 +1%