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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
826
Wealthspire Advisors (Maryland)
Maryland
$920K +$34.6K +234 +4%
IFWM
827
Institute for Wealth Management
Colorado
$920K +$992K +6,709 New
ALAM
828
Asahi Life Asset Management
Japan
$911K +$983K +6,649 New
LWCFA
829
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$904K -$143K -965 -13%
FUBT
830
First United Bank & Trust
Maryland
$903K -$41.1K -278 -4%
FAIM
831
Financial Advocates Investment Management
Washington
$898K -$97.1K -657 -9%
ASN
832
Advisory Services Network
Georgia
$891K -$103K -699 -10%
AT
833
Arden Trust
Delaware
$890K -$154K -1,043 -14%
FMT
834
First Mercantile Trust
Tennessee
$887K -$448K -3,027 -32%
GT
835
Greenleaf Trust
Michigan
$885K +$216K +1,458 +29%
AFNAS
836
American Financial Network Advisory Services
California
$882K -$105K -707 -10%
CG
837
Colony Group
Massachusetts
$881K -$560K -3,785 -37%
Acadian Asset Management
838
Acadian Asset Management
Massachusetts
$876K -$577K -3,903 -38%
DA
839
Doliver Advisors
Texas
$874K +$742K +5,017 +368%
AAS
840
Avantax Advisory Services
Texas
$871K +$939K +6,349 New
AFC
841
AFT Forsyth & Company
Florida
$870K -$20.6K -139 -2%
OMC
842
Overbrook Management Corp
New York
$868K -$109K -736 -10%
AIC
843
Ameritas Investment Company
Nebraska
$866K +$934K +6,320 New
WAS
844
WESPAC Advisors SoCal
California
$865K -$177K -1,200 -16%
HCM
845
HGI Capital Management
New York
$864K -$444K -3,000 -32%
YIA
846
YHB Investment Advisors
Connecticut
$862K +$25.1K +170 +3%
TAM
847
Tocqueville Asset Management
New York
$861K -$366K -2,475 -28%
BP
848
Ballentine Partners
Massachusetts
$858K +$28.4K +192 +3%
HAM
849
Highstreet Asset Management
Ontario, Canada
$849K +$13.9K +94 +2%
LFM
850
Lumina Fund Management
New York
$848K +$917K +6,200 New