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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
626
AE Wealth Management
Kansas
$720K +$176K +1,077 +34%
AUB
627
Atlantic Union Bankshares
Virginia
$720K +$688K +4,200 New
CEP
628
Chicago Equity Partners
Illinois
$717K +$13.1K +80 +2%
WCM
629
Windsor Capital Management
Arizona
$712K +$1.64K +10 +0.2%
SJIM
630
St. Johns Investment Management
Florida
$710K +$2.46K +15 +0.4%
BBHC
631
Brown Brothers Harriman & Co
New York
$709K +$51.4K +314 +8%
SFP
632
Shepherd Financial Partners
Massachusetts
$706K -$20.5K -125 -3%
TAM
633
Tocqueville Asset Management
New York
$705K +$220K +1,345 +49%
LP
634
LMR Partners
United Kingdom
$700K +$239K +1,457 +55%
GP
635
Girard Partners
Pennsylvania
$696K -$175K -1,069 -21%
SWP
636
Stratos Wealth Partners
Ohio
$693K +$1.8K +11 +0.3%
AW
637
Alpha Windward
Massachusetts
$691K +$472K +2,884 +265%
IA
638
IFG Advisory
Georgia
$685K +$2.13K +13 +0.3%
CCMINC
639
Cardinal Capital Management Inc (North Carolina)
North Carolina
$682K – – –
FI
640
Fosun International
China
$673K – – –
Wealthfront Advisers
641
Wealthfront Advisers
California
$668K +$38.5K +235 +6%
FAN
642
Financial Advisors Network
California
$659K +$35.5K +217 +5%
SBL
643
Sargent Bickham Lagudis
Colorado
$657K -$43.4K -265 -6%
FMII
644
Farmers & Merchants Investments Inc
Nebraska
$652K +$491 +3 +0.1%
HI
645
HBK Investments
Texas
$651K -$12.2M -74,700 -95%
BCM
646
BBT Capital Management
Texas
$640K +$612K +3,736 New
GVAG
647
Great Valley Advisor Group
Delaware
$638K +$30.3K +185 +5%
RG
648
Rikoon Group
New Mexico
$638K +$610K +3,725 New
EM
649
ELCO Management
New York
$634K -$81.9K -500 -12%
EWM
650
Evermay Wealth Management
Virginia
$634K -$16.4K -100 -3%