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Name Holding Trade Value Shares
Change
Change in
Stake
WBC
1526
West Branch Capital
Massachusetts
$14.2M +$592K +3,547 +5%
RWA
1527
River Wealth Advisors
Pennsylvania
$14.2M +$486K +2,913 +4%
GI
1528
GLOBALT Investments
Georgia
$14.2M -$494K -2,961 -4%
PCP
1529
Proficio Capital Partners
Massachusetts
$14.1M -$3.26M -19,557 -20%
BWL
1530
Bogart Wealth LLC
Virginia
$14.1M +$349K +2,091 +3%
SP
1531
Symmetry Partners
Connecticut
$14M +$3.12M +18,710 +32%
BIAS
1532
Beacon Investment Advisory Services
New Jersey
$14M -$260K -1,558 -2%
WCM
1533
Whitener Capital Management
North Carolina
$14M +$91.5K +548 +0.7%
EWA
1534
EverSource Wealth Advisors
Alabama
$14M +$1.52M +9,076 +13%
BWM
1535
Buckley Wealth Management
Nevada
$14M -$237K -1,420 -2%
FFA
1536
Fragasso Financial Advisors
Pennsylvania
$14M +$2.84K +17 +0%
FCM
1537
Fortis Capital Management
Washington
$14M +$2.21M +13,258 +21%
SFP
1538
Sandbox Financial Partners
Maryland
$13.8M +$250K +1,499 +2%
MWAM
1539
Manhattan West Asset Management
California
$13.8M +$1.48M +8,895 +13%
ERWM
1540
Elk River Wealth Management
Colorado
$13.8M -$965K -5,781 -7%
CCM
1541
Condor Capital Management
New Jersey
$13.8M -$670K -4,011 -5%
PJSIMP
1542
P.J. Schmidt Investment Management (PJS)
Wisconsin
$13.8M -$505K -3,027 -4%
CNBT
1543
Canandaigua National Bank & Trust
New York
$13.8M -$1.33M -7,982 -9%
CCA
1544
Checchi Capital Advisers
California
$13.8M -$183K -1,096 -1%
VBFG
1545
Vishria Bird Financial Group
Tennessee
$13.8M -$68.6K -411 -0.5%
KCM
1546
Kennedy Capital Management
Missouri
$13.8M +$12.7M +76,233 New
HSA
1547
HBK Sorce Advisory
Pennsylvania
$13.7M +$436K +2,610 +4%
SCI
1548
S&CO Inc
Massachusetts
$13.7M +$1.42M +8,523 +13%
RWM
1549
RKL Wealth Management
Pennsylvania
$13.7M -$22K -132 -0.2%
DLCIG
1550
D.L. Carlson Investment Group
New Hampshire
$13.7M -$3.56M -21,326 -22%