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Name Holding Trade Value Shares
Change
Change in
Stake
HAG
826
HighPoint Advisor Group
Illinois
$458K +$55.4K +222 +13%
WPW
827
Waldron Private Wealth
Pennsylvania
$453K -$500 -2 -0.1%
HCM
828
Hengehold Capital Management
Ohio
$453K +$6.24K +25 +1%
SM
829
Sciencast Management
New Jersey
$452K -$401K -1,605 -45%
BP
830
Ballentine Partners
Massachusetts
$452K +$9.74K +39 +2%
PWM
831
Palumbo Wealth Management
New York
$447K +$4.75K +19 +1%
NWA
832
New World Advisors
Massachusetts
$447K +$471K +1,885 New
FCMC
833
Founders Capital Management (Connecticut)
Connecticut
$443K
SC
834
Sierra Capital
Florida
$442K
DWT
835
Dorsey & Whitney Trust
South Dakota
$440K -$396K -1,587 -46%
SBIA
836
Sheaff Brock Investment Advisors
Indiana
$440K
CWM
837
Cornerstone Wealth Management
Missouri
$440K +$5.75K +23 +1%
BAM
838
Barrett Asset Management
New York
$440K +$12.5K +50 +3%
TC
839
Telemus Capital
Michigan
$438K -$1.5K -6 -0.3%
IWA
840
Intercontinental Wealth Advisors
Texas
$438K +$18.2K +73 +4%
WAG
841
Winthrop Advisory Group
Massachusetts
$436K -$19.2K -77 -4%
PIM
842
Perpetual Investment Management
Australia
$434K +$457K +1,831 New
1SB
843
1ST Source Bank
Indiana
$433K
WIC
844
Whitegate Investment Counselors
New Hampshire
$432K
WCP
845
Welch Capital Partners
New York
$430K
GVAG
846
Great Valley Advisor Group
Delaware
$429K +$3K +12 +0.7%
BAM
847
Belpointe Asset Management
Nevada
$428K +$255K +1,020 +130%
LAM
848
Lingohr Asset Management
Germany
$427K
VCA
849
Verdence Capital Advisors
Maryland
$425K +$447K +1,791 New
HIA
850
Harbor Investment Advisory
Maryland
$424K +$65.2K +261 +17%