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Name Holding Trade Value Shares
Change
Change in
Stake
S
626
SignatureFD
Georgia
$684K +$50.3K +152 +8%
MWM
627
Modera Wealth Management
New Jersey
$663K +$19.9K +60 +3%
RI
628
Ridgewood Investments
New Jersey
$662K
TIM
629
Thompson Investment Management
Wisconsin
$648K
TA
630
Townsend & Associates
Colorado
$644K
PWPS
631
Pinnacle Wealth Planning Services
Ohio
$641K +$35.1K +106 +6%
UB
632
UMB Bank
Missouri
$639K -$93.3K -282 -13%
WPC
633
Wedmont Private Capital
Pennsylvania
$635K +$36.7K +111 +6%
PMFA
634
Plante Moran Financial Advisors
Michigan
$632K +$4.96K +15 +0.8%
FBFS
635
First Business Financial Services
Wisconsin
$625K +$2.32K +7 +0.4%
Credit Agricole
636
Credit Agricole
France
$619K +$631K +1,908 New
LAM
637
Lountzis Asset Management
Pennsylvania
$616K
RW
638
Rede Wealth
Virginia
$615K
AWAU
639
Alliance Wealth Advisors (Utah)
Utah
$607K +$17.2K +52 +3%
KWM
640
KFG Wealth Management
Indiana
$606K
BP
641
Ballentine Partners
Massachusetts
$605K +$12.9K +39 +2%
CWM
642
Connecticut Wealth Management
Connecticut
$603K +$354K +1,070 +135%
PFS
643
Prospera Financial Services
Texas
$600K +$33.7K +102 +6%
WP
644
WMS Partners
Maryland
$599K -$8.6K -26 -1%
WTC
645
WhitTier Trust Company
Nevada
$585K -$1.32K -4 -0.2%
CIA
646
Capital Investment Advisors
Georgia
$584K -$25.1K -76 -4%
ASN
647
Advisory Services Network
Georgia
$583K -$49.3K -149 -8%
LF
648
Lantz Financial
Illinois
$583K +$993 +3 +0.2%
MA
649
Mutual Advisors
Nebraska
$577K +$589K +1,780 New
MCM
650
MAI Capital Management
Ohio
$576K +$20.8K +63 +4%