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Name Holding Trade Value Shares
Change
Change in
Stake
HI
926
Hoey Investments
Pennsylvania
$457K -$78K -1,411 -15%
Rathbones Group
927
Rathbones Group
United Kingdom
$457K -$19.8K -358 -4%
LWM
928
Laidlaw Wealth Management
New York
$457K -$33.1K -599 -7%
SWMP
929
Signature Wealth Management Partners
New Jersey
$457K +$49.7K +900 +13%
HA
930
Herold Advisors
New York
$455K -$29.8K -539 -6%
Evercore Wealth Management
931
Evercore Wealth Management
New York
$452K +$442 +8 +0.1%
Klingenstein Fields & Co
932
Klingenstein Fields & Co
New York
$452K -$11.9K -216 -3%
Ameritas Investment Partners
933
Ameritas Investment Partners
Nebraska
$452K – – –
IGWM
934
ICA Group Wealth Management
Colorado
$451K +$1.88K +34 +0.4%
EFG
935
Embree Financial Group
Illinois
$451K -$143K -2,587 -25%
AFG
936
Allegheny Financial Group
Pennsylvania
$451K +$38.7K +700 +10%
AWA
937
Aaron Wealth Advisors
Illinois
$450K +$27.4K +495 +7%
BIAS
938
Beacon Investment Advisory Services
New Jersey
$450K -$4.42K -80 -1%
BHPW
939
Beverly Hills Private Wealth
California
$449K +$41.9K +759 +11%
Caprock Group
940
Caprock Group
Idaho
$448K +$16.1K +291 +4%
Mather Group
941
Mather Group
Illinois
$448K -$242K -4,374 -35%
Forum Financial Management
942
Forum Financial Management
Illinois
$448K -$21.7K -393 -5%
TCOT
943
Trust Company of Toledo
Ohio
$447K -$13.2K -238 -3%
Western Wealth Management
944
Western Wealth Management
Colorado
$447K -$9.17K -166 -2%
Nicholas Hoffman & Company
945
Nicholas Hoffman & Company
Georgia
$446K -$91.2K -1,651 -18%
PFSC
946
Peoples Financial Services Corp
Pennsylvania
$445K -$4.7K -85 -1%
SSA
947
Sierra Summit Advisors
Nevada
$444K +$2.32K +42 +0.6%
NL
948
NWAM LLC
Washington
$443K -$16.6K -300 -4%
HBK Sorce Advisory
949
HBK Sorce Advisory
Pennsylvania
$443K -$66.8K -1,209 -14%
DP
950
Dearborn Partners
Illinois
$442K – – –