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Name Holding Trade Value Shares
Change
Change in
Stake
PHIC
876
Pine Haven Investment Counsel
Massachusetts
$725K
SCM
877
Sage Capital Management
New Jersey
$725K +$489 +2 +0.1%
MWM
878
Meridian Wealth Management
Kentucky
$725K +$694K +2,838 New
BG
879
Bollard Group
Massachusetts
$723K +$1.71K +7 +0.2%
Fiera Capital (Canada)
880
Fiera Capital (Canada)
Quebec, Canada
$722K -$796K -3,253 -54%
DTC
881
Davidson Trust Company
Washington
$713K +$121K +495 +22%
SYBT
882
Stock Yards Bank & Trust
Kentucky
$713K -$30.6K -125 -4%
RZH
883
Relyea Zuckerberg Hanson
Connecticut
$711K -$18.6K -76 -3%
KA
884
Klingman & Associates
New York
$709K +$679K +2,777 New
HIM
885
Hillsdale Investment Management
Ontario, Canada
$705K +$675K +2,760 New
FAFN
886
First Affirmative Financial Network
Colorado
$704K +$127K +521 +23%
PPWP
887
Premier Path Wealth Partners
New Jersey
$700K -$4.16K -17 -0.6%
ATS
888
Ashton Thomas Securities
New York
$699K +$3.18K +13 +0.5%
FWCM
889
Ferguson Wellman Capital Management
Oregon
$698K +$93K +380 +16%
MC
890
Moors & Cabot
Massachusetts
$689K -$90K -368 -12%
ZIC
891
ZWJ Investment Counsel
Georgia
$686K -$17.1K -70 -3%
EWM
892
Empirical Wealth Management
Washington
$679K +$45.7K +187 +8%
OWP
893
ORG Wealth Partners
Texas
$679K +$650K +2,657 New
PCP
894
Pacific Capital Partners
$677K
WPC
895
Wedmont Private Capital
Pennsylvania
$674K +$16.4K +67 +3%
WPW
896
Waldron Private Wealth
Pennsylvania
$669K +$92.5K +378 +17%
A
897
Allianz
Germany
$666K -$1.59M -6,481 -71%
VFA
898
Voya Financial Advisors
Connecticut
$664K +$5.14K +21 +0.8%
CI
899
Cigna Investments
Connecticut
$663K -$6.12K -25 -1%
AIA
900
Angeles Investment Advisors
California
$663K -$45.3K -185 -7%