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Name Holding Trade Value Shares
Change
Change in
Stake
HCC
826
Hirtle Callaghan & Co
Pennsylvania
$200K +$199K +251 New
WAP
827
Wealthcare Advisory Partners
Pennsylvania
$200K +$199K +251 New
WPA
828
West Paces Advisors
Georgia
$199K -$4.77K -6 -2%
GWM
829
Geneos Wealth Management
Colorado
$197K +$33.4K +42 +20%
AIM
830
ARK Investment Management
Florida
$196K +$195K +246 New
TFM
831
TFC Financial Management
Massachusetts
$194K
HPC
832
HM Payson & Co
Maine
$182K
TCM
833
Tanaka Capital Management
New York
$178K
PFGIA
834
Patriot Financial Group Insurance Agency
Massachusetts
$173K
MHR
835
Matthew Hamilton Rosenberg
$171K
HI
836
Harbour Investments
Wisconsin
$170K -$54K -68 -24%
SBL
837
Sargent Bickham Lagudis
Colorado
$167K -$794 -1 -0.5%
GWS
838
Glassman Wealth Services
Virginia
$167K +$15.1K +19 +10%
EWA
839
EverSource Wealth Advisors
Alabama
$166K +$166K +209 New
FIA
840
FNY Investment Advisers
New York
$159K -$748K -942 -82%
IPAM
841
ICICI Prudential Asset Management
India
$159K +$159K +200 New
AIM
842
Anchor Investment Management
South Carolina
$156K +$10.3K +13 +7%
CA
843
Cornerstone Advisory
Maryland
$154K +$154K +194 New
RFA
844
Reilly Financial Advisors
California
$148K +$2.38K +3 +2%
MWC
845
MBM Wealth Consultants
Missouri
$139K
PFBT
846
Parkside Financial Bank & Trust
Missouri
$135K +$14.3K +18 +12%
CT
847
Cambridge Trust
Massachusetts
$133K +$133K +167 New
CWP
848
Concord Wealth Partners
Virginia
$130K +$109K +137 +527%
SSB
849
Sandy Spring Bank
Maryland
$129K +$54.8K +69 +74%
DWA
850
Dougherty Wealth Advisers
Minnesota
$128K