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Name Holding Trade Value Shares
Change
Change in
Stake
ST
751
Somerset Trust
Pennsylvania
$646K +$1.91K +9 +0.3%
AI
752
AXS Investments
New York
$641K +$594K +2,793 New
DBG
753
De Burlo Group
Massachusetts
$634K
VWA
754
Visionary Wealth Advisors
Illinois
$634K +$587K +2,762 New
WP
755
WealthShield Partners
North Carolina
$629K +$60.8K +286 +12%
AAM
756
Advisors Asset Management
Colorado
$624K +$130K +613 +29%
LWCFA
757
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$622K
HIM
758
Hillsdale Investment Management
Ontario, Canada
$620K +$574K +2,700 New
FAFN
759
First Affirmative Financial Network
Colorado
$616K +$25.5K +120 +5%
TA
760
Tiedemann Advisors
New York
$611K
PL
761
Plancorp LLC
Missouri
$606K -$3.19K -15 -0.6%
ALAM
762
Asahi Life Asset Management
Japan
$604K +$13.8K +65 +3%
CC
763
Cannell & Co
New York
$603K -$117K -552 -17%
AF
764
Allworth Financial
California
$603K +$179K +841 +47%
FLPIM
765
F.L. Putnam Investment Management
Massachusetts
$602K +$103K +485 +23%
LSA
766
Leonteq Securities AG
Switzerland
$601K -$301K -1,416 -35%
RGC
767
Roberts, Glore & Co
Illinois
$590K -$3.61K -17 -0.7%
BP
768
Ballentine Partners
Massachusetts
$589K +$50.6K +238 +10%
SFG
769
StrategIQ Financial Group
Indiana
$589K +$545K +2,564 New
VCA
770
Verdence Capital Advisors
Maryland
$586K +$7.23K +34 +1%
RPC
771
Rossmore Private Capital
Connecticut
$583K -$78.4K -369 -13%
WA
772
Wealth Alliance
New York
$580K +$58.4K +275 +12%
DCM
773
Dupont Capital Management
Delaware
$579K -$83.5K -393 -13%
BMC
774
Beaton Management Company
Massachusetts
$575K
EWA
775
EP Wealth Advisors
California
$573K -$36.1K -170 -6%