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Name Holding Trade Value Shares
Change
Change in
Stake
MFGM
501
Marshall Financial Group (Maryland)
Maryland
$1.14M +$28.5K +165 +2%
DC
502
Davenport & Co
Virginia
$1.14M -$34.4K -199 -3%
MFG
503
Monte Financial Group
Connecticut
$1.14M +$3.8K +22 +0.3%
Lido Advisors
504
Lido Advisors
California
$1.12M +$78.8K +456 +7%
JWCA
505
J.W. Coons Advisors
Ohio
$1.08M
NCM
506
Noesis Capital Mangement
Florida
$1.07M
CA
507
Clearstead Advisors
Ohio
$1.07M +$470K +2,721 +74%
BBHC
508
Brown Brothers Harriman & Co
New York
$1.06M -$345 -2 -0%
EWA
509
EP Wealth Advisors
California
$1.06M +$12.3K +71 +1%
O
510
Ossiam
France
$1.05M +$273K +1,578 +34%
IWA
511
IVC Wealth Advisors
Pennsylvania
$1.04M +$173 +1 +0%
SDIC
512
South Dakota Investment Council
South Dakota
$1.03M -$1.38K -8 -0.1%
JSSH
513
J. Safra Sarasin Holding
$1.03M +$1.07M +6,189 New
KIA
514
Knollwood Investment Advisory
Maryland
$1.02M +$1.06M +6,138 New
MC
515
Montag & Caldwell
Georgia
$1M +$1.9K +11 +0.2%
PGCM
516
Prescott Group Capital Management
Oklahoma
$1M
FWA
517
FSM Wealth Advisors
Ohio
$982K -$4.15K -24 -0.4%
KeyBank National Association
518
KeyBank National Association
Ohio
$974K +$85.8K +497 +9%
IIA
519
ICW Investment Advisors
Arizona
$960K -$21.1K -122 -2%
WA
520
Wasatch Advisors
Utah
$951K -$93.5K -541 -9%
CFG
521
Cooper Financial Group
California
$947K +$82.6K +478 +9%
PNAA
522
Pictet North America Advisors
Switzerland
$930K
FIM
523
Freedom Investment Management
Connecticut
$930K +$17.8K +103 +2%
PP
524
Paloma Partners
Connecticut
$916K +$949K +5,495 New
SWM
525
SeaCrest Wealth Management
New York
$912K -$19.7K -114 -2%