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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
726
EverSource Wealth Advisors
Alabama
$6.33M -$756K -2,209 -11%
OAM
727
Occidental Asset Management
California
$6.33M +$234K +683 +4%
TPCW
728
TD Private Client Wealth
New York
$6.32M -$197K -576 -3%
CSP
729
Cary Street Partners
Virginia
$6.31M +$156K +455 +3%
RWM
730
Ritholtz Wealth Management
New York
$6.29M +$660K +1,929 +12%
LCM
731
Logan Capital Management
Pennsylvania
$6.29M +$5.95M +17,380 New
VFA
732
Valeo Financial Advisors
Indiana
$6.29M -$470K -1,372 -7%
BWL
733
Bogart Wealth LLC
Virginia
$6.28M +$123K +359 +2%
NMIMC
734
Northwestern Mutual Investment Management Company
Wisconsin
$6.27M +$25.7K +75 +0.4%
MGP
735
Metis Global Partners
California
$6.26M -$1.63M -4,763 -22%
PRS
736
Pinkerton Retirement Specialists
Idaho
$6.25M +$24.3K +71 +0.4%
BCFS
737
Butensky & Cohen Financial Security
Florida
$6.25M -$14.4K -42 -0.2%
SSWM
738
Sheets Smith Wealth Management
North Carolina
$6.24M -$158K -462 -3%
AUB
739
Atlantic Union Bankshares
Virginia
$6.24M -$132K -386 -2%
TNBTD
740
Trustmark National Bank Trust Department
Mississippi
$6.19M -$29.8K -87 -0.5%
Westfield Capital Management
741
Westfield Capital Management
Massachusetts
$6.17M -$1.71K -5 -0%
CT
742
Coastline Trust
Rhode Island
$6.17M -$62K -181 -1%
PFS
743
Physicians Financial Services
North Carolina
$6.13M -$25.7K -75 -0.4%
WG
744
Wealth Group
North Carolina
$6.13M +$4.34M +12,675 +297%
BC
745
Burney Company
Virginia
$6.11M +$60.2K +176 +1%
EWM
746
Evercore Wealth Management
New York
$6.07M -$353K -1,031 -6%
SP
747
Sherman Porfolios
Idaho
$6.07M -$33.2K -97 -0.6%
CB
748
Community Bank
New York
$6.05M +$73.9K +216 +1%
GWMIA
749
Global Wealth Management Investment Advisory
Florida
$6.05M +$450K +1,315 +9%
BFW
750
Brady Family Wealth
Missouri
$6.04M -$29.8K -87 -0.5%