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Name Holding Trade Value Shares
Change
Change in
Stake
WBG
976
Wharton Business Group
Pennsylvania
$421K – – –
OP
977
ORG Partners
Indiana
$421K +$391K +1,500 New
BIM
978
Barton Investment Management
Pennsylvania
$420K – – –
WAG
979
Winthrop Advisory Group
Massachusetts
$418K +$1.04K +4 +0.3%
NFP
980
Narus Financial Partners
Utah
$415K +$7.29K +28 +2%
ICM
981
Islay Capital Management
Texas
$414K – – –
BBHC
982
Brown Brothers Harriman & Co
New York
$414K +$142K +546 +59%
JWCA
983
J.W. Coons Advisors
Ohio
$413K – – –
KFS
984
Kurt F. Somerville
$412K – – –
FTC
985
Farmers Trust Company
Ohio
$412K – – –
HVIA
986
Hudson Valley Investment Advisors
New York
$412K -$66.1K -254 -15%
WAP
987
Wealthcare Advisory Partners
Pennsylvania
$411K +$7.55K +29 +2%
GW
988
GW & Wade
Massachusetts
$411K +$260 +1 +0.1%
HCM
989
Howland Capital Management
Massachusetts
$409K -$3.65K -14 -1%
NME
990
Notis-McConarty Edward
$407K – – –
SHWM
991
Silicon Hills Wealth Management
Texas
$406K – – –
ISL
992
Ingalls & Snyder LLC
New York
$405K – – –
LFG
993
Lazard Frères Gestion
France
$405K – – –
CA
994
Clearstead Advisors
Ohio
$404K +$48.4K +186 +15%
KP
995
Keel Point
Alabama
$401K +$60.4K +232 +19%
GPA
996
Guerra Pan Advisors
New Jersey
$401K -$14.6K -56 -4%
DWM
997
Drive Wealth Management
Utah
$399K -$11.7K -45 -3%
SCM
998
Stevens Capital Management
Pennsylvania
$398K -$2.15M -8,249 -85%
STA
999
Summit Trail Advisors
New York
$397K +$158K +606 +75%
PCA
1000
Pallas Capital Advisors
Massachusetts
$397K -$56K -215 -13%