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Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
426
Twelve Points Wealth Management
Massachusetts
$771K -$88.9K -531 -9%
CAS
427
Coppell Advisory Solutions
Texas
$766K -$137K -816 -16%
VCA
428
Verdence Capital Advisors
Maryland
$763K +$86.1K +514 +11%
AO
429
Advisor OS
Illinois
$762K +$85.1K +508 +11%
Pacer Advisors
430
Pacer Advisors
Pennsylvania
$758K +$31.8K +190 +4%
MPPW
431
Mitchell & Pahl Private Wealth
Oklahoma
$756K +$81.9K +489 +11%
SCA
432
Sandy Cove Advisors
Massachusetts
$753K
BMCM
433
Bryn Mawr Capital Management
Pennsylvania
$745K +$836K +4,995 New
LA
434
LVW Advisors
New York
$744K -$42.5K -254 -5%
OAM
435
Occidental Asset Management
California
$739K -$18.4K -110 -2%
PCM
436
Parsons Capital Management
Rhode Island
$738K
RWM
437
Ritholtz Wealth Management
New York
$734K -$75.2K -449 -8%
KWA
438
KCS Wealth Advisory
California
$733K +$232K +1,388 +39%
Asset Management One
439
Asset Management One
Japan
$731K -$34.2K -204 -4%
JCM
440
Jacobi Capital Management
Pennsylvania
$730K +$46.7K +279 +6%
AWM
441
AE Wealth Management
Kansas
$721K -$16.7K -100 -2%
BP
442
Ballentine Partners
Massachusetts
$717K +$279K +1,667 +53%
JIC
443
Johnson Investment Counsel
Ohio
$708K +$177K +1,056 +29%
TD Asset Management
444
TD Asset Management
Ontario, Canada
$698K +$12.9K +77 +2%
Chevy Chase Trust
445
Chevy Chase Trust
Maryland
$694K -$37.3K -223 -5%
BDS
446
Banco de Sabadell
Florida
$694K -$28.3K -169 -4%
MLL
447
Moody Lynn & Lieberson
Massachusetts
$686K -$18.8K -112 -2%
GT
448
Greenleaf Trust
Michigan
$685K +$117K +696 +18%
CFA
449
CWS Financial Advisors
Michigan
$681K
AUB
450
Atlantic Union Bankshares
Virginia
$679K -$123K -734 -14%