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Name Holding Trade Value Shares
Change
Change in
Stake
ICP
1301
Interchange Capital Partners
Pennsylvania
$431K +$19.2K +69 +5%
EARNEST Partners
1302
EARNEST Partners
Georgia
$431K -$35.3K -127 -8%
QWP
1303
Quotient Wealth Partners
Texas
$429K +$16.1K +58 +4%
PWMG
1304
Prestige Wealth Management Group
New Jersey
$429K +$2.22K +8 +0.6%
LA
1305
Legacy Advisors
Pennsylvania
$428K +$55.6K +200 +16%
FM
1306
Family Management
New York
$426K +$55.6K +200 +17%
ST
1307
Smithfield Trust
Pennsylvania
$425K -$8.89K -32 -2%
BA
1308
Bridgewater Advisors
New York
$424K +$414K +1,489 New
ACGA
1309
Atlanta Consulting Group Advisors
Georgia
$422K -$54.2K -195 -12%
WCM
1310
Weik Capital Management
Pennsylvania
$421K -$13.9K -50 -3%
SA
1311
Sicart Associates
New York
$421K – – –
AIFAIM
1312
American Institute for Advanced Investment Management
Arizona
$420K +$72.2K +260 +21%
CAM
1313
Councilmark Asset Management
Tennessee
$419K – – –
CS
1314
Crescent Sterling
Louisiana
$419K +$108K +388 +39%
CA
1315
Carson Advisory
Georgia
$417K – – –
NFA
1316
Northern Financial Advisors
Michigan
$416K -$6.11K -22 -2%
LSIA
1317
LaSalle St. Investment Advisors
Illinois
$416K +$5.83K +21 +2%
UFF
1318
USA Financial Formulas
Michigan
$416K -$114K -410 -23%
BWP
1319
Burling Wealth Partners
Illinois
$415K – – –
Empower Advisory Group
1320
Empower Advisory Group
Colorado
$412K -$34.2K -123 -8%
DFG
1321
Delta Financial Group
New Jersey
$410K +$278 +1 +0.1%
AWM
1322
Angeles Wealth Management
California
$410K -$81.1K -292 -18%
HTHT
1323
Hemenway Trust Hemenway Trust
New Hampshire
$409K -$140K -505 -27%
NAS
1324
Nicolet Advisory Services
Wisconsin
$409K -$18.3K -66 -4%
BCM
1325
Brookstone Capital Management
Illinois
$406K -$1.95K -7 -0.5%