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Name Holding Trade Value Shares
Change
Change in
Stake
FFWA
626
FRG Family Wealth Advisors
Washington
$441K – – –
DWM
627
Dorchester Wealth Management
Quebec, Canada
$438K – – –
EWM
628
Evercore Wealth Management
New York
$438K – – –
HNB
629
Huntington National Bank
Ohio
$431K +$124K +797 +43%
IAA
630
Independent Advisor Alliance
North Carolina
$427K +$175K +1,129 +77%
RWA
631
River Wealth Advisors
Pennsylvania
$425K -$20.9K -135 -5%
GCC
632
Guardian Capital (Canada)
Ontario, Canada
$424K +$406K +2,614 New
HIM
633
Hutchens Investment Management
New Hampshire
$417K -$42.7K -275 -10%
ST
634
Spinnaker Trust
Maine
$413K +$11.6K +75 +3%
GAMC
635
Garner Asset Management Corp
Texas
$410K +$392K +2,529 New
CCM
636
Chilton Capital Management
Texas
$404K -$46.6K -300 -11%
TIA
637
Tiemann Investment Advisors
California
$402K -$3.57K -23 -0.9%
RA
638
RFG Advisory
Alabama
$400K +$4.66K +30 +1%
VFA
639
Voya Financial Advisors
Connecticut
$399K -$16.3K -105 -4%
AIM
640
Alambic Investment Management
California
$397K +$4.66K +30 +1%
PMG
641
ProVise Management Group
Florida
$394K – – –
MCM
642
McKinley Capital Management
Alaska
$393K +$376K +2,420 New
BG
643
Bahl & Gaynor
Ohio
$392K +$156K +1,008 +72%
IFWM
644
Institute for Wealth Management
Colorado
$387K +$374K +2,411 New
BW
645
Bison Wealth
Georgia
$382K -$1.24K -8 -0.3%
LPT
646
Legacy Private Trust
Wisconsin
$376K +$360K +2,320 New
SCA
647
Snowden Capital Advisors
New York
$375K +$23.6K +152 +7%
SA
648
SpiderRock Advisors
Delaware
$372K – – –
AI
649
Atria Investments
North Carolina
$364K +$348K +2,243 New
GIA
650
Guyasuta Investment Advisors
Pennsylvania
$361K – – –