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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
901
Congress Wealth Management
Massachusetts
$543K +$2.81K +10 +0.5%
PA
902
Parallel Advisors
California
$543K +$129K +460 +31%
EDRH
903
Edmond de Rothschild Holding
Switzerland
$540K +$282K +1,003 +106%
FLAM
904
First Light Asset Management
Minnesota
$539K
RT
905
Rockland Trust
Massachusetts
$539K
ETC
906
Exchange Traded Concepts
Oklahoma
$537K -$823K -2,923 -60%
KF
907
Krilogy Financial
Missouri
$537K -$331K -1,177 -38%
WPC
908
Wedmont Private Capital
Pennsylvania
$536K +$127K +451 +30%
VCA
909
Verdence Capital Advisors
Maryland
$534K -$174K -618 -24%
WCP
910
Welch Capital Partners
New York
$532K
ECM
911
Evergreen Capital Management
Washington
$532K +$52.3K +186 +11%
PAS
912
Park Avenue Securities
New York
$530K +$183K +652 +52%
PGA
913
Portland Global Advisors
Maine
$529K -$50.7K -180 -9%
PWM
914
Perigon Wealth Management
California
$529K -$12.7K -45 -2%
BFEC
915
Benjamin F. Edwards & Company
Missouri
$529K -$6.47K -23 -1%
MIAS
916
Mason Investment Advisory Services
Virginia
$528K +$1.13K +4 +0.2%
HIA
917
Harbor Investment Advisory
Maryland
$528K -$3.38K -12 -0.6%
GA
918
Geller Advisors
New York
$527K +$21.4K +76 +4%
PP
919
PDS Planning
Ohio
$521K -$70.4K -250 -12%
AAS
920
Avantax Advisory Services
Texas
$518K -$49K -174 -9%
HWP
921
Highline Wealth Partners
California
$517K +$524K +1,863 New
MW
922
Marcum Wealth
Ohio
$516K -$47.3K -168 -8%
NP
923
NorthRock Partners
Minnesota
$512K +$6.19K +22 +1%
AAS
924
Ameritas Advisory Services
Nebraska
$512K +$20.8K +74 +4%
SHFA
925
SS&H Financial Advisors
Michigan
$508K