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Name Holding Trade Value Shares
Change
Change in
Stake
PMAS
826
PNC Managed Account Solutions
Texas
$408K +$425K +2,567 New
MA
827
Mutual Advisors
Nebraska
$406K +$18.4K +111 +5%
WIC
828
Whitegate Investment Counselors
New Hampshire
$405K -$29K -175 -6%
1W
829
1776 Wealth
Georgia
$402K +$5.14K +31 +1%
EWA
830
Exencial Wealth Advisors
Oklahoma
$402K +$10.9K +66 +3%
MIM
831
Merrion Investment Management
New Jersey
$400K
BHC
832
Bowen Hanes & Co
Florida
$399K
EARNEST Partners
833
EARNEST Partners
Georgia
$396K -$8.95K -54 -2%
NEGWA
834
New England Guild Wealth Advisors
Connecticut
$396K
TAM
835
Trillium Asset Management
Massachusetts
$394K
HCM
836
HMS Capital Management
Tennessee
$394K +$45.6K +275 +12%
CCMD
837
Cypress Capital Management (Delaware)
Delaware
$390K +$5.47K +33 +1%
IWA
838
Intercontinental Wealth Advisors
Texas
$388K +$17.1K +103 +4%
FMWA
839
Forvis Mazars Wealth Advisors
Missouri
$387K -$70.8K -427 -15%
MMPW
840
Mitchell McLeod Pugh & Williams
Alabama
$386K
MI
841
Markston International
New York
$385K -$4.46M -26,880 -92%
PCA
842
Peddock Capital Advisors
Massachusetts
$383K
VBCG
843
Valley Brook Capital Group
Pennsylvania
$383K
EWA
844
Encompass Wealth Advisors
Oregon
$382K
SIG
845
Sky Investment Group
Connecticut
$378K +$56.5K +341 +17%
CP
846
Castleview Partners
Texas
$378K +$394K +2,379 New
1SB
847
1ST Source Bank
Indiana
$377K +$32.3K +195 +9%
PCP
848
Proficio Capital Partners
Massachusetts
$375K +$17.1K +103 +5%
FBT
849
First Bankers Trust
Kentucky
$374K +$390K +2,356 New
FTA
850
Financial & Tax Architects
Missouri
$372K -$4.97K -30 -1%