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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
951
Modera Wealth Management
New Jersey
$460K +$12.5K +48 +3%
M
952
Mirova
France
$459K -$469K -1,800 -52%
HPM
953
Hudson Portfolio Management
New York
$458K – – –
AA
954
AlphaCentric Advisors
Puerto Rico
$458K +$99K +380 +30%
AFG
955
AFS Financial Group
Maryland
$454K +$32.8K +126 +8%
VAS
956
Vestmark Advisory Solutions
Massachusetts
$453K +$77.1K +296 +22%
TIMH
957
Tilt Investment Management Holdings
New York
$453K – – –
Wealth Enhancement Advisory Services
958
Wealth Enhancement Advisory Services
Minnesota
$450K +$102K +391 +32%
PWPS
959
Pinnacle Wealth Planning Services
Ohio
$447K -$1.3K -5 -0.3%
MWPCG
960
Measured Wealth Private Client Group
New Hampshire
$447K +$3.91K +15 +1%
LBC
961
Lowe Brockenbrough & Co
Virginia
$446K – – –
NP
962
NorthRock Partners
Minnesota
$445K -$13.5K -52 -3%
GL
963
Graypoint LLC
New York
$443K +$81.5K +313 +25%
CIA
964
Choate Investment Advisors
Massachusetts
$437K +$2.08K +8 +0.5%
DF
965
Donoghue Forlines
Massachusetts
$436K +$404K +1,553 New
PA
966
PFG Advisors
Arizona
$435K +$29.7K +114 +8%
BG
967
Bahl & Gaynor
Ohio
$434K -$521 -2 -0.1%
SVWAG
968
Sound View Wealth Advisors Group
Georgia
$430K -$8.85K -34 -2%
CC
969
Chicago Capital
Illinois
$430K – – –
PAS
970
Professional Advisory Services
Florida
$428K – – –
MC
971
Middleton & Co
Massachusetts
$428K – – –
ET
972
Equitable Trust
Tennessee
$427K – – –
RA
973
RFG Advisory
Alabama
$426K -$11.2K -43 -3%
EH
974
Equitable Holdings
New York
$425K +$14.1K +54 +4%
SWA
975
Stratos Wealth Advisors
Ohio
$423K +$260 +1 +0.1%