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Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
551
Walter & Keenan Wealth Management
Indiana
$769K +$710K +4,440 New
VNA
552
Valley National Advisers
Pennsylvania
$768K -$165K -1,031 -19%
OBGC
553
O'Brien Greene & Co
Pennsylvania
$764K -$58.5K -366 -8%
IP
554
Intellectus Partners
California
$746K +$799 +5 +0.1%
SP
555
Symmetry Partners
Connecticut
$740K +$1.76K +11 +0.3%
AUB
556
Atlantic Union Bankshares
Virginia
$736K
IPW
557
Inlet Private Wealth
Florida
$731K
CT
558
Coastline Trust
Rhode Island
$720K -$65.5K -410 -9%
SRAM
559
Stone Ridge Asset Management
New York
$713K -$288K -1,800 -30%
SFG
560
SevenBridge Financial Group
Pennsylvania
$712K -$40.1K -251 -6%
MA
561
MUFG Americas
New York
$710K -$185K -1,159 -22%
FC
562
FORA Capital
Florida
$709K +$654K +4,095 New
CBN
563
Cadence Bank NA
Texas
$676K +$79.6K +498 +15%
Impax Asset Management Group
564
Impax Asset Management Group
United Kingdom
$675K +$3.68K +23 +0.6%
CC
565
Cypress Capital
Tennessee
$672K +$620K +3,881 New
EWM
566
Empirical Wealth Management
Washington
$671K +$141K +885 +30%
EM
567
ELCO Management
New York
$666K -$2.08K -13 -0.3%
Walleye Capital
568
Walleye Capital
New York
$666K +$615K +3,846 New
FLPIM
569
F.L. Putnam Investment Management
Massachusetts
$665K +$138K +863 +29%
NFG
570
NewFocus Financial Group
Washington
$655K +$257K +1,609 +74%
NWP
571
Northstar Wealth Partners
Connecticut
$649K +$599K +3,751 New
MWM
572
Mission Wealth Management
California
$647K -$3.68K -23 -0.6%
VI
573
Vestcor Inc
New Brunswick, Canada
$647K +$72.7K +455 +14%
PA
574
Parallel Advisors
California
$646K -$35.6K -223 -6%
IAA
575
Independent Advisor Alliance
North Carolina
$633K -$40.3K -252 -6%