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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1376
WMS Partners
Maryland
$478K -$2.65K -42 -0.6%
SCM
1377
Schnieders Capital Management
California
$472K
Bank Julius Baer & Co
1378
Bank Julius Baer & Co
Switzerland
$471K +$84.9K +1,348 +23%
EWM
1379
Empirical Wealth Management
Washington
$471K +$457K +7,250 New
SFA
1380
Sequoia Financial Advisors
Ohio
$470K +$121K +1,927 +36%
MCM
1381
Manchester Capital Management
Vermont
$468K
WWM
1382
Windsor Wealth Management
Indiana
$468K +$141K +2,247 +45%
SCI
1383
S&CO Inc
Massachusetts
$465K
IWC
1384
Integrated Wealth Concepts
Massachusetts
$465K +$19.1K +304 +4%
GVAG
1385
Great Valley Advisor Group
Delaware
$465K +$55.3K +878 +14%
GIA
1386
Granite Investment Advisors
New Hampshire
$462K -$47.4K -753 -10%
BCM
1387
Bayesian Capital Management
New York
$461K -$1.05M -16,600 -70%
CFN
1388
Cordasco Financial Network
Florida
$461K +$123K +1,954 +38%
CIM
1389
CIM Investment Management
Pennsylvania
$460K
BHBT
1390
Burke & Herbert Bank & Trust
Virginia
$459K -$18.9K -300 -4%
CAN
1391
Claraphi Advisory Network
United States
$458K +$10.3K +164 +2%
SBA
1392
Secrest Blakey & Associates
North Carolina
$456K -$189 -3 -0%
BPB
1393
Badgley, Phelps & Bell
Washington
$452K +$15.7K +250 +4%
SAM
1394
Smithbridge Asset Management
Pennsylvania
$452K +$438K +6,950 New
FANJ
1395
Financial Architects (New Jersey)
New Jersey
$451K -$56K -890 -11%
BPA
1396
Beacon Pointe Advisors
California
$447K +$103K +1,642 +31%
CTA
1397
Chesley Taft & Associates
Illinois
$446K +$170K +2,707 +65%
ICM
1398
Invenomic Capital Management
Massachusetts
$445K -$999K -15,870 -70%
BSA
1399
Bull Street Advisors
Georgia
$443K +$3.15K +50 +0.7%
PFG
1400
PAX Financial Group
Texas
$436K +$9.89K +157 +2%