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Name Holding Trade Value Shares
Change
Change in
Stake
CHA
1001
Carmichael Hill & Associates
Maryland
$573K -$38.5K -251 -5%
WAAG
1002
Wealth Alliance Advisory Group
Kansas
$568K -$30.7K -200 -4%
WSFS
1003
Wilmington Savings Fund Society
Delaware
$567K
IWA
1004
IVC Wealth Advisors
Pennsylvania
$566K +$7.36K +48 +1%
OPWM
1005
Oxinas Partners Wealth Management
Indiana
$565K -$16.3K -106 -2%
BP
1006
Ballentine Partners
Massachusetts
$564K +$163K +1,060 +29%
DT
1007
Diversified Trust
Tennessee
$563K -$6.44K -42 -0.9%
PFA
1008
Pure Financial Advisors
California
$562K -$2.61K -17 -0.4%
DBIA
1009
Dumont & Blake Investment Advisors
New Jersey
$560K +$10.9K +71 +2%
PWM
1010
Perigon Wealth Management
California
$560K +$129K +838 +22%
ClearBridge Investments
1011
ClearBridge Investments
New York
$558K -$3.68K -24 -0.5%
BL
1012
Balentine LLC
Georgia
$558K +$387K +2,526 +122%
MFA
1013
Mayflower Financial Advisors
Massachusetts
$557K -$40.3K -263 -5%
BAM
1014
Byrne Asset Management
New Jersey
$557K -$25.3K -165 -3%
WFA
1015
Wipfli Financial Advisors
Wisconsin
$556K +$705K +4,596 New
MWC
1016
MBM Wealth Consultants
Missouri
$555K +$125K +814 +23%
CBTWT
1017
Community Bank & Trust (Waco, Texas)
Texas
$553K -$17.8K -116 -2%
GCM
1018
Gables Capital Management
Florida
$553K
BBA
1019
BLB&B Advisors
Pennsylvania
$552K
NAMP
1020
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$552K +$284K +1,849 +68%
WF
1021
Wayfinding Financial
Washington
$551K -$613 -4 -0.1%
CPO
1022
Cerity Partners OCIO
New York
$551K +$61K +398 +10%
HVP
1023
Hudson Value Partners
Florida
$547K -$206K -1,341 -23%
EBT
1024
Enterprise Bank & Trust
Massachusetts
$547K
LFM
1025
Lumina Fund Management
New York
$545K