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Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
201
Polaris Wealth Advisory Group
California
$4.17M +$4.01M +22,886 New
MA
202
Montag & Associates
Georgia
$4.09M -$48.2K -275 -1%
CTC
203
Central Trust Company
Missouri
$3.99M -$571K -3,255 -13%
EWA
204
Exencial Wealth Advisors
Oklahoma
$3.89M +$1.22M +6,936 +47%
PAI
205
Pittenger & Anderson Inc
Nebraska
$3.83M +$18.8K +107 +0.5%
MKA
206
M. Kulyk & Associates
Georgia
$3.81M +$40.9K +233 +1%
TWM
207
Tanager Wealth Management
United Kingdom
$3.8M +$3.74M +21,332 New
GWM
208
Graybill Wealth Management
Illinois
$3.69M +$63.5K +362 +2%
DWA
209
Dorsey Wright & Associates
California
$3.65M +$3.59M +20,476 New
HTC
210
Haverford Trust Company
Pennsylvania
$3.6M -$212K -1,207 -6%
PCM
211
Palisade Capital Management
New Jersey
$3.6M +$121K +687 +4%
DWA
212
Douglass Winthrop Advisors
New York
$3.59M -$102K -581 -3%
IWC
213
Integrated Wealth Concepts
Massachusetts
$3.56M +$301K +1,717 +9%
FT
214
Fiduciary Trust
Massachusetts
$3.56M -$61.4K -350 -2%
NCM
215
Nelson Capital Management
California
$3.55M -$19.3K -110 -0.5%
KIA
216
KCM Investment Advisors
California
$3.53M -$465K -2,650 -12%
CNFG
217
Creegan & Nassoura Financial Group
New Hampshire
$3.5M -$877 -5 -0%
KPWS
218
Kestra Private Wealth Services
Texas
$3.48M +$21.2K +121 +0.6%
CCB
219
Cutter & Co Brokerage
Missouri
$3.44M -$42.6K -243 -1%
William Blair Investment Management
220
William Blair Investment Management
Illinois
$3.43M +$960K +5,470 +40%
NB
221
Northwest Bancshares
Pennsylvania
$3.42M +$3.36M +19,181 New
CCM
222
Campbell Capital Management
Florida
$3.42M +$3.36M +19,170 New
FAB
223
First American Bank
Illinois
$3.38M +$149K +848 +5%
MHIC
224
Marble Harbor Investment Counsel
Massachusetts
$3.38M +$43.9K +250 +1%
EGA
225
Eagle Global Advisors
Texas
$3.32M -$100K -570 -3%