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Name Holding Trade Value Shares
Change
Change in
Stake
WT
701
Whittier Trust
California
$8.16M -$1.35M -5,334 -14%
KA
702
Kintegral Advisory
New York
$8.12M -$38.6K -153 -0.4%
TFIPS
703
Towarzystwo Funduszy Inwestycyjnych PZU SA
$8.04M +$234K +926 +3%
DWM
704
Diversify Wealth Management
Utah
$8.03M +$307K +1,217 +4%
SWP
705
Stratos Wealth Partners
Ohio
$8.02M +$376K +1,489 +5%
VFA
706
Valeo Financial Advisors
Indiana
$8.02M -$112K -443 -1%
EF
707
Empirical Finance
Pennsylvania
$8M +$81.5K +323 +1%
AHC
708
Adell Harriman & Carpenter
Texas
$7.96M -$845K -3,352 -9%
YC
709
Yarbrough Capital
Tennessee
$7.94M -$7.94M -31,467 -48%
HPIA
710
Hamilton Point Investment Advisors
North Carolina
$7.93M +$8.42M +33,390 New
DWM
711
Dakota Wealth Management
Florida
$7.91M +$717K +2,843 +9%
HFS
712
Hantz Financial Services
Michigan
$7.87M -$904K -3,585 -10%
PTC
713
Philadelphia Trust Company
Pennsylvania
$7.84M +$99.4K +394 +1%
GVAG
714
Great Valley Advisor Group
Delaware
$7.84M -$3.59M -14,234 -30%
NAMM
715
NorthStar Asset Management (Massachusetts)
Massachusetts
$7.81M +$58K +230 +0.7%
RWA
716
River Wealth Advisors
Pennsylvania
$7.79M -$174K -688 -2%
NG
717
Norden Group
Utah
$7.78M +$6.73M +26,674 +433%
TCM
718
Thames Capital Management
New Jersey
$7.75M
HCM
719
Harvey Capital Management
Florida
$7.73M +$1.24M +4,905 +18%
Bessemer Group
720
Bessemer Group
New Jersey
$7.73M +$536K +2,124 +7%
SIM
721
Seaview Investment Managers
Florida
$7.65M -$2.07M -8,196 -20%
OAM
722
Oppenheimer Asset Management
New York
$7.64M -$11.3M -44,943 -58%
LFAS
723
Level Four Advisory Services
Texas
$7.54M +$58.3K +231 +0.7%
FC
724
FORA Capital
Florida
$7.52M -$2.3M -9,100 -22%
BJL
725
Brighton Jones LLC
Washington
$7.51M -$132K -525 -2%