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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
726
EverSource Wealth Advisors
Alabama
$664K -$141K -613 -18%
ACA
727
Anchor Capital Advisors
Massachusetts
$661K – – –
FGC
728
First Growth Capital
Maryland
$657K +$1.15K +5 +0.2%
IP
729
Indivisible Partners
Florida
$656K +$164K +711 +36%
GPWM
730
Grant Private Wealth Management
California
$655K – – –
SLG
731
Stanley-Laman Group
Pennsylvania
$652K – – –
AFG
732
Atomi Financial Group
New York
$643K +$29.9K +130 +5%
MWM
733
Modera Wealth Management
New Jersey
$637K -$1.15K -5 -0.2%
MA
734
Mutual Advisors
Nebraska
$630K -$172K -745 -22%
EC
735
EntryPoint Capital
New York
$629K – – –
TCIIS
736
TIAA-CREF Individual & Institutional Services
New York
$625K -$18.4K -80 -3%
TC
737
Truvestments Capital
Florida
$625K -$13.6K -59 -2%
ISWM
738
Intesa Sanpaolo Wealth Management
$620K +$366K +1,588 +163%
LFAS
739
Level Four Advisory Services
Texas
$619K +$14.5K +63 +3%
HTC
740
Haverford Trust Company
Pennsylvania
$616K -$16.8K -73 -3%
FFA
741
Florida Financial Advisors
Florida
$613K +$15.9K +69 +3%
CFP
742
Catalyst Financial Partners
Massachusetts
$613K -$171K -743 -23%
TCM
743
Tributary Capital Management
Nebraska
$612K – – –
IMC
744
Investment Management Corporation
Virginia
$610K +$11.5K +50 +2%
O
745
Ossiam
France
$610K -$36.2K -157 -6%
GD
746
Grandfield & Dodd
New York
$610K – – –
Fisher Asset Management
747
Fisher Asset Management
Washington
$602K +$195K +846 +52%
WJWM
748
Williams Jones Wealth Management
New York
$601K +$5.3K +23 +0.9%
FT
749
Fiduciary Trust
Massachusetts
$589K +$14.7K +64 +3%
SWM
750
Segment Wealth Management
Texas
$586K -$5.53K -24 -1%