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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
651
Joel Isaacson & Co
New York
$792K
ET
652
Equitable Trust
Tennessee
$787K
PWLP
653
Prio Wealth Limited Partnership
Massachusetts
$782K
CWM
654
Cahaba Wealth Management
Georgia
$778K +$3.15K +47 +0.4%
WCF
655
West Coast Financial
California
$772K +$33.2K +496 +5%
BFA
656
Bragg Financial Advisors
North Carolina
$770K +$26.8K +400 +4%
CT
657
Caldwell Trust
Florida
$763K
SAM
658
Silvercrest Asset Management
New York
$761K +$36.6K +547 +5%
Koshinski Asset Management
659
Koshinski Asset Management
Illinois
$761K +$25.7K +384 +4%
SPA
660
Sherbrooke Park Advisers
New York
$754K +$723K +10,800 New
FIBT
661
First International Bank & Trust
North Dakota
$748K +$4.89K +73 +0.7%
TRCT
662
Tower Research Capital (TRC)
New York
$747K -$583K -8,705 -45%
ATC
663
Argent Trust Co
Tennessee
$739K +$40K +597 +6%
SAM
664
Smithbridge Asset Management
Pennsylvania
$733K
FPWM
665
FSB Premier Wealth Management
Iowa
$733K
GB
666
Goepper Burkhardt
South Carolina
$728K -$245K -3,665 -26%
SPC
667
Stewart & Patten Company
California
$726K
WB
668
WesBanco Bank
West Virginia
$720K
CWS
669
Confluence Wealth Services
Pennsylvania
$716K -$33K -493 -5%
CIAS
670
Capital Investment Advisory Services
North Carolina
$715K -$36.5K -545 -5%
SW
671
SVB Wealth
Massachusetts
$714K -$993K -14,841 -59%
SFA
672
Sequoia Financial Advisors
Ohio
$713K +$22.8K +340 +3%
CAM
673
Covenant Asset Management
New Jersey
$709K
RCAG
674
Rehmann Capital Advisory Group
Michigan
$708K -$4.89K -73 -0.7%
WHCI
675
W.H. Cornerstone Investments
Massachusetts
$705K +$4.02K +60 +0.6%