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Name Holding Trade Value Shares
Change
Change in
Stake
P
851
Pitcairn
Pennsylvania
$297K -$841 -6 -0.3%
WP
852
WealthShield Partners
North Carolina
$295K +$269K +1,919 New
WJWM
853
Williams Jones Wealth Management
New York
$294K -$92.5K -660 -26%
EARNEST Partners
854
EARNEST Partners
Georgia
$293K -$3.5M -24,979 -93%
WWM
855
Western Wealth Management
Colorado
$292K -$216K -1,539 -45%
OQS
856
Occudo Quantitative Strategies
Florida
$292K +$266K +1,895 New
LSAG
857
Lake Street Advisors Group
New Hampshire
$291K -$64.6K -461 -20%
EWM
858
Empirical Wealth Management
Washington
$291K +$265K +1,890 New
EP
859
Edgestream Partners
New Jersey
$290K -$3.91M -27,871 -94%
AT
860
Arden Trust
Delaware
$289K -$1.54K -11 -0.6%
FG
861
Fiduciary Group
Georgia
$288K -$4.49K -32 -2%
HFP
862
Holistic Financial Partners
Indiana
$286K +$1.12K +8 +0.4%
IC
863
Inscription Capital
Texas
$285K
APWM
864
Atlas Private Wealth Management
New York
$285K +$4.34K +31 +2%
IP
865
Investment Partners
Ohio
$283K +$1.54K +11 +0.6%
CWA
866
Clearview Wealth Advisors
Oregon
$283K +$258K +1,840 New
SFG
867
Summit Financial Group
West Virginia
$282K
SCM
868
Stonebridge Capital Management
California
$281K
SC
869
Saturna Capital
Washington
$279K -$288K -2,053 -53%
BL
870
Balentine LLC
Georgia
$277K +$7.85K +56 +3%
EP
871
Eudaimonia Partners
Tennessee
$276K +$19.5K +139 +8%
SWK
872
Stephen W. Kidder
$275K -$4.52M -32,216 -95%
RG
873
Renaissance Group
Kentucky
$275K +$250K +1,785 New
TCA
874
Transcend Capital Advisors
New Jersey
$274K +$250K +1,783 New
Financial Engines Advisors
875
Financial Engines Advisors
California
$273K -$2.38K -17 -0.9%