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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
351
Modera Wealth Management
New Jersey
$710K -$31.8K -303 -4%
BSA
352
Bull Street Advisors
Georgia
$708K
PWMAG
353
Pinnacle Wealth Management Advisory Group
New Jersey
$704K -$28K -267 -3%
AC
354
Addison Capital
Pennsylvania
$696K -$31.9K -304 -4%
AA
355
Ancora Advisors
Ohio
$695K -$321K -3,054 -30%
WIC
356
Woodmont Investment Counsel
Tennessee
$685K -$76.5K -729 -9%
JA
357
JLB & Associates
Michigan
$682K -$139K -1,326 -16%
DWM
358
Diversify Wealth Management
Utah
$678K +$27.9K +266 +4%
HA
359
Hamel Associates
New Jersey
$677K -$29.9K -285 -4%
Vontobel Holding
360
Vontobel Holding
Switzerland
$668K
IWM
361
Iams Wealth Management
Nebraska
$656K +$156K +1,491 +28%
MPPW
362
Mitchell & Pahl Private Wealth
Oklahoma
$654K +$7.87K +75 +1%
SWP
363
Stratos Wealth Partners
Ohio
$649K +$344K +3,276 +93%
GBT
364
Grove Bank & Trust
Florida
$644K -$102K -973 -13%
KCM
365
Knoll Capital Management
Florida
$644K
SCTC
366
Sanibel Captiva Trust Company
Florida
$639K -$178K -1,692 -20%
BIP
367
Brandes Investment Partners
California
$629K +$242K +2,302 +54%
S
368
SignatureFD
Georgia
$619K +$129K +1,227 +23%
TBWA
369
Three Bridge Wealth Advisors
California
$596K +$13K +124 +2%
MSA
370
Marino Stram & Associates
Massachusetts
$590K
MCM
371
Mill Capital Management
North Carolina
$589K -$184K -1,750 -22%
AIM
372
Aigen Investment Management
New York
$585K -$135K -1,283 -17%
DS
373
DRW Securities
Illinois
$581K -$7.24K -69 -1%
AAM
374
Advisors Asset Management
Colorado
$581K -$47.9K -456 -7%
AQR Capital Management
375
AQR Capital Management
Connecticut
$580K +$254K +2,420 +66%