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Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Perennial Advisors
New York
$2.99M +$519K +2,592 +21%
LNWWM
252
Laird Norton Wetherby Wealth Management
California
$2.98M +$54.5K +272 +2%
EWA
253
Exencial Wealth Advisors
Oklahoma
$2.97M -$148K -738 -5%
RCM
254
Radnor Capital Management
Pennsylvania
$2.94M -$446K -2,225 -13%
SVWAG
255
Sound View Wealth Advisors Group
Georgia
$2.9M -$6.21K -31 -0.2%
CHAM
256
Clear Harbor Asset Management
Connecticut
$2.9M +$15.2K +76 +0.5%
MC
257
Moors & Cabot
Massachusetts
$2.87M +$179K +893 +7%
BG
258
Bahl & Gaynor
Ohio
$2.83M -$69.5K -347 -2%
PSUF
259
People's United Financial
Connecticut
$2.81M +$239K +1,192 +9%
SC
260
Searle & Co
Connecticut
$2.75M -$10K -50 -0.4%
BZWA
261
Blue Zone Wealth Advisors
California
$2.74M +$5.01K +25 +0.2%
NIC
262
Northwest Investment Counselors
Oregon
$2.71M -$66.1K -330 -2%
CB
263
Commerce Bank
Missouri
$2.71M -$35.3K -176 -1%
ASN
264
Advisory Services Network
Georgia
$2.69M -$18.4K -92 -0.7%
WC
265
Westhampton Capital
North Carolina
$2.66M
IIM
266
Ipswich Investment Management
Massachusetts
$2.63M -$31.1K -155 -1%
HCC
267
Hirtle Callaghan & Co
Pennsylvania
$2.62M +$1.29M +6,425 +100%
BCM
268
Brookmont Capital Management
Texas
$2.61M +$33.9K +169 +1%
SFO
269
Stokes Family Office
Louisiana
$2.59M -$3.81K -19 -0.1%
NGA
270
Naples Global Advisors
Florida
$2.57M +$15K +75 +0.6%
RB
271
Rodgers Brothers
Pennsylvania
$2.56M -$129K -645 -5%
CGH
272
Crossmark Global Holdings
Texas
$2.55M +$25K +125 +1%
WCF
273
West Coast Financial
California
$2.54M +$7.01K +35 +0.3%
RWA
274
Roberts Wealth Advisors
California
$2.53M +$36.5K +182 +1%
PWMAG
275
Pinnacle Wealth Management Advisory Group
New Jersey
$2.46M +$25K +125 +1%