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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
376
Meridian Wealth Management
Kentucky
$2.35M +$228K +4,422 +12%
MC
377
Moors & Cabot
Massachusetts
$2.35M -$342K -6,617 -14%
TA
378
Tiedemann Advisors
New York
$2.35M +$2.22K +43 +0.1%
AB
379
Amalgamated Bank
New York
$2.33M -$4.8K -93 -0.2%
AI
380
Atria Investments
North Carolina
$2.27M +$2.11M +40,961 New
NMIMC
381
Northwestern Mutual Investment Management Company
Wisconsin
$2.26M +$774 +15 +0%
FC
382
FORA Capital
Florida
$2.23M +$2.07M +40,096 New
HCA
383
Horan Capital Advisors
Ohio
$2.21M +$113K +2,192 +6%
SPC
384
Sigma Planning Corp
Michigan
$2.2M +$17.2K +334 +0.8%
MML Investors Services
385
MML Investors Services
Massachusetts
$2.16M +$138K +2,675 +7%
CGH
386
Crossmark Global Holdings
Texas
$2.15M -$896K -17,354 -31%
SIS
387
Sound Income Strategies
Florida
$2.15M +$508K +9,846 +34%
HI
388
Hudock Inc
Pennsylvania
$2.13M -$145K -2,808 -7%
AWM
389
Avitas Wealth Management
California
$2.13M +$33.9K +656 +2%
Dodge & Cox
390
Dodge & Cox
California
$2.11M -$6.2K -120 -0.3%
TCM
391
Twin Capital Management
Pennsylvania
$2.11M -$34.1K -660 -2%
CA
392
Cetera Advisors
Colorado
$2.08M +$341K +6,608 +21%
BFS
393
Bradley Foster & Sargent
Connecticut
$2.06M -$34.4K -666 -2%
MNBTD
394
Moody National Bank Trust Division
Texas
$2.04M +$26.1K +505 +1%
VLC
395
Van Leeuwen & Company
New Jersey
$2.02M -$471K -9,119 -20%
WIA
396
Wealthstreet Investment Advisors
Texas
$2.02M -$32.1K -621 -2%
Thrivent Financial for Lutherans
397
Thrivent Financial for Lutherans
Minnesota
$2M +$142K +2,754 +8%
BWM
398
Buckley Wealth Management
Nevada
$2M +$878 +17 +0%
PPW
399
Parcion Private Wealth
Washington
$2M +$67.1K +1,300 +4%
FFA
400
First Foundation Advisors
California
$1.99M -$718K -13,901 -28%