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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
551
Portside Wealth Group
Utah
$1.32M -$983K -2,959 -42%
CTA
552
Chesley Taft & Associates
Illinois
$1.31M -$1.66K -5 -0.1%
AI
553
Accredited Investors
Minnesota
$1.31M -$39.2K -118 -3%
WIA
554
Wealthedge Investment Advisors
New York
$1.31M +$762K +2,293 +130%
VI
555
Vestcor Inc
New Brunswick, Canada
$1.29M -$73.1K -220 -5%
DWM
556
Dynasty Wealth Management
Florida
$1.29M +$49.2K +148 +4%
EIP
557
Ellis Investment Partners
Pennsylvania
$1.26M -$27.9K -84 -2%
HNB
558
Huntington National Bank
Ohio
$1.25M -$35.9K -108 -3%
HCMT
559
Highland Capital Management (Tennessee)
Tennessee
$1.24M
FPAS
560
Focus Partners Advisor Solutions
Missouri
$1.24M +$1.28M +3,847 New
FFA
561
Farther Finance Advisors
California
$1.24M +$241K +724 +23%
LFM
562
LGT Fund Management
Liechtenstein
$1.23M
CWP
563
Curated Wealth Partners
California
$1.21M -$31.6K -95 -2%
Kovitz Investment Group Partners
564
Kovitz Investment Group Partners
Illinois
$1.2M +$332 +1 +0%
RIA
565
Regal Investment Advisors
Michigan
$1.2M +$249K +749 +25%
HIM
566
Hillsdale Investment Management
Ontario, Canada
$1.19M +$1.23M +3,700 New
NP
567
NorthRock Partners
Minnesota
$1.19M +$175K +528 +17%
NB
568
NBT Bank
New York
$1.18M -$184K -555 -13%
VT
569
Vise Technologies
New York
$1.18M
SLA
570
Silver Lake Advisory
Utah
$1.17M
PAM
571
Panagora Asset Management
Massachusetts
$1.16M +$451K +1,357 +61%
AF
572
Allworth Financial
California
$1.16M +$330K +994 +38%
EPW
573
Evolve Private Wealth
California
$1.16M -$198K -596 -14%
DWT
574
Dorsey & Whitney Trust
South Dakota
$1.15M +$77.8K +234 +7%
FAB
575
First American Bank
Illinois
$1.14M