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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
501
Rench Wealth Management
Texas
$3.58M -$134K -851 -4%
ONSWM
502
Old North State Wealth Management
North Carolina
$3.57M +$62.8K +400 +2%
ATC
503
Argent Trust Co
Tennessee
$3.56M +$302K +1,926 +11%
GPTE
504
Generali Powszechne Towarzystwo Emerytalne
Poland
$3.56M
PIA
505
Petredis Investment Advisors
Pennsylvania
$3.54M -$17.9K -114 -0.6%
HAG
506
HighPoint Advisor Group
Illinois
$3.53M +$18.7K +119 +0.6%
MWA
507
MFA Wealth Advisors
Pennsylvania
$3.51M +$598K +3,813 +24%
Vontobel Holding
508
Vontobel Holding
Switzerland
$3.51M -$368K -2,343 -11%
CSP
509
Cary Street Partners
Virginia
$3.5M +$3.11M +19,791 New
MC
510
Moors & Cabot
Massachusetts
$3.44M +$109K +694 +4%
CWM
511
Congress Wealth Management
Massachusetts
$3.43M -$1.96M -12,497 -39%
EF
512
Empirical Finance
Pennsylvania
$3.42M -$20.6K -131 -0.7%
Bessemer Group
513
Bessemer Group
New Jersey
$3.42M +$487K +3,106 +19%
HWA
514
HCR Wealth Advisors
California
$3.41M -$34.8K -222 -1%
RFMS
515
RWQ Financial Management Services
Florida
$3.39M +$3.01M +19,175 New
UB
516
UMB Bank
Missouri
$3.39M +$15.7K +100 +0.5%
IFWM
517
Institute for Wealth Management
Colorado
$3.38M +$369K +2,351 +14%
CAM
518
Cresset Asset Management
Illinois
$3.37M -$3.18M -20,292 -52%
KRSITF
519
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.34M +$1.12M +7,151 +41%
IA
520
IFP Advisors
Florida
$3.3M +$175K +1,114 +6%
SF
521
Synovus Financial
Georgia
$3.29M -$335K -2,132 -10%
WSFS
522
Wilmington Savings Fund Society
Delaware
$3.27M +$219K +1,394 +8%
NSAM
523
North Star Asset Management
Wisconsin
$3.24M -$150K -955 -5%
CastleKeep Investment Advisors
524
CastleKeep Investment Advisors
Connecticut
$3.22M +$188K +1,196 +7%
KC
525
Knuff & Co
California
$3.21M +$785 +5 +0%