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Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
1226
Robertson Stephens Wealth Management
California
$1.95M +$130K +323 +9%
ESB
1227
Essex Savings Bank
Connecticut
$1.95M -$14.9K -37 -0.9%
SI
1228
Scharf Investments
California
$1.95M +$148K +368 +10%
PWAG
1229
Polaris Wealth Advisory Group
California
$1.94M -$287K -712 -15%
IWA
1230
IVC Wealth Advisors
Pennsylvania
$1.92M -$56K -139 -3%
FBT
1231
First Bank & Trust
South Dakota
$1.91M -$43.1K -107 -3%
LCGC
1232
Legacy Capital Group California
California
$1.91M +$628K +1,558 +67%
MCCP
1233
Mission Creek Capital Partners
California
$1.9M +$57.2K +142 +4%
BMCM
1234
Bryn Mawr Capital Management
Pennsylvania
$1.9M +$43.1K +107 +3%
WWM
1235
WT Wealth Management
Arizona
$1.88M -$74.9K -186 -5%
JCM
1236
Jacobi Capital Management
Pennsylvania
$1.88M +$711K +1,765 +85%
Wealth Enhancement Advisory Services
1237
Wealth Enhancement Advisory Services
Minnesota
$1.88M -$175K -434 -10%
EI
1238
Ellevest Inc
New York
$1.88M +$23K +57 +2%
CPRC
1239
Consolidated Portfolio Review Corp
New York
$1.88M -$17.3K -43 -1%
BCWM
1240
Bartlett & Co Wealth Management
Ohio
$1.88M +$752K +1,866 +95%
BC
1241
Bartlett & Co
Ohio
$1.88M +$752K +1,866 +95%
MIP
1242
Marietta Investment Partners
Wisconsin
$1.87M +$880K +2,185 +133%
TAM
1243
Tealwood Asset Management
Minnesota
$1.87M -$18.5K -46 -1%
HCM
1244
Howland Capital Management
Massachusetts
$1.87M -$806 -2 -0.1%
CI
1245
Conning Inc
Connecticut
$1.86M -$331K -822 -18%
LC
1246
Lindbrook Capital
California
$1.85M +$317K +786 +26%
CTA
1247
Colonial Trust Advisors
South Carolina
$1.85M +$361K +896 +31%
PFT
1248
Providence First Trust
Arizona
$1.85M -$59.2K -147 -4%
MLA
1249
My Legacy Advisors
Oregon
$1.84M +$806 +2 +0.1%
KIG
1250
Kennedy Investment Group
New Jersey
$1.84M -$14.9K -37 -1%