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Name Holding Trade Value Shares
Change
Change in
Stake
AC
701
AlphaCore Capital
California
$582K -$17.5K -164 -3%
PWA
702
Pitcairn Wealth Advisors
Pennsylvania
$580K -$75.8K -710 -12%
WC
703
Whitney & Co
New York
$574K +$1.39K +13 +0.3%
DWT
704
Dorsey & Whitney Trust
South Dakota
$572K +$10.1K +95 +2%
NP
705
NorthRock Partners
Minnesota
$570K +$52.6K +493 +11%
TAM
706
Trust Asset Management
Texas
$565K -$32.8K -307 -6%
SAI
707
Savvy Advisors Inc
New York
$561K +$44.7K +419 +9%
WT
708
Whittier Trust
California
$559K +$61.2K +574 +13%
GBT
709
Grove Bank & Trust
Florida
$551K +$155K +1,455 +42%
M1FG
710
Mach-1 Financial Group
Arkansas
$546K -$375K -3,516 -42%
KWM
711
Keebeck Wealth Management
Illinois
$542K +$214K +2,001 +70%
DC
712
Davenport & Co
Virginia
$541K +$173K +1,623 +50%
LIM
713
Leavell Investment Management
Alabama
$541K -$11K -103 -2%
MFIM
714
Mesirow Financial Investment Management
Illinois
$537K -$1.39M -13,031 -73%
EI
715
Ellevest Inc
New York
$532K -$99.6K -933 -16%
CWG
716
Cornerstone Wealth Group
North Carolina
$532K +$87.2K +817 +21%
WI
717
WBI Investments
New Jersey
$530K -$760K -7,125 -60%
MSR
718
Main Street Research
Connecticut
$530K +$60.2K +564 +14%
FFS
719
Founders Financial Securities
Maryland
$528K -$26.2K -246 -5%
MSRI
720
Michael S. Ryan Inc
New York
$527K +$15.3K +143 +3%
7WCP
721
71 West Capital Partners
Massachusetts
$527K +$503K +4,712 New
FM
722
Family Management
New York
$525K +$30.2K +283 +6%
BFS
723
Bradley Foster & Sargent
Connecticut
$523K -$108K -1,011 -18%
AAM
724
Advisors Asset Management
Colorado
$523K -$82.6K -774 -14%
MG
725
Mather Group
Illinois
$521K +$16K +150 +3%