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Name Holding Trade Value Shares
Change
Change in
Stake
AF
751
Arrow Financial
New York
$1.07M -$358K -1,550 -26%
WS
752
Wedbush Securities
California
$1.07M -$41.4K -179 -4%
MWM
753
Mission Wealth Management
California
$1.07M -$42.1K -182 -4%
LFAS
754
Level Four Advisory Services
Texas
$1.07M +$1.03M +4,476 New
EWM
755
Elmwood Wealth Management
California
$1.06M -$28.9K -125 -3%
FSA
756
Franklin Street Advisors
North Carolina
$1.05M +$16.2K +70 +2%
BHWM
757
Bar Harbor Wealth Management
New Hampshire
$1.05M -$84.6K -366 -8%
FMC
758
First Merchants Corp
Indiana
$1.05M -$126K -545 -11%
PWM
759
Perigon Wealth Management
California
$1.05M +$24.7K +107 +2%
JSC
760
Jackson Square Capital
California
$1.04M
SFA
761
Sequoia Financial Advisors
Ohio
$1.02M -$67.5K -292 -6%
AAP
762
Arax Advisory Partners
Colorado
$1.02M -$24.7K -107 -2%
HFM
763
Harvest Fund Management
China
$1.01M +$205K +888 +26%
IAA
764
Independent Advisor Alliance
North Carolina
$1.01M -$34.2K -148 -3%
UWS
765
Unique Wealth Strategies
Illinois
$1M
TWM
766
Thrive Wealth Management
Pennsylvania
$997K -$11.6K -50 -1%
JWCA
767
J.W. Coons Advisors
Ohio
$993K +$109K +470 +13%
JIC
768
Johnson Investment Counsel
Ohio
$991K -$29.6K -128 -3%
DWA
769
Douglass Winthrop Advisors
New York
$982K -$47.4K -205 -5%
EWM
770
EPG Wealth Management
Georgia
$978K -$888K -3,843 Closed
BP
771
BNP Paribas
France
$977K -$30.5K -132 -3%
BP
772
Ballentine Partners
Massachusetts
$977K +$96.6K +418 +11%
CSPIA
773
Cary Street Partners Investment Advisory
Virginia
$973K +$52.9K +229 +6%
PFPT
774
Pinnacle Financial Partners (Tennessee)
Tennessee
$970K -$56.8K -246 -6%
CTC
775
Cetera Trust Company
Minnesota
$965K