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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
901
Waldron Private Wealth
Pennsylvania
$495K +$10.9K +51 +2%
ATC
902
Argent Trust Co
Tennessee
$495K +$14K +66 +3%
BWP
903
BSW Wealth Partners
Colorado
$495K +$67K +315 +16%
EWA
904
EP Wealth Advisors
California
$492K +$22.6K +106 +5%
AAS
905
Avantax Advisory Services
Texas
$484K -$66.6K -313 -12%
MJP
906
Michael J. Puzo
$482K
WSFS
907
Wilmington Savings Fund Society
Delaware
$476K -$51.1K -240 -10%
GWM
908
Geneos Wealth Management
Colorado
$474K -$13.4K -63 -3%
AWM
909
Altium Wealth Management
New York
$472K -$93.6K -440 -17%
IAIM
910
International Assets Investment Management
Florida
$470K +$3.84M +18,061 +101%
CP
911
Covenant Partners
Tennessee
$468K -$159K -745 -25%
MWM
912
Meridian Wealth Management
Kentucky
$467K +$2.77K +13 +0.6%
LNWTC
913
Laird Norton Wetherby Trust Company
Washington
$466K -$851 -4 -0.2%
FF
914
FourThought Financial
Florida
$466K +$4.25K +20 +0.9%
WOC
915
West Oak Capital
California
$466K +$11.7K +55 +3%
SYBT
916
Stock Yards Bank & Trust
Kentucky
$464K
WA
917
Wealth Alliance
New York
$462K +$78.7K +370 +21%
CTFG
918
Capstone Triton Financial Group
Oklahoma
$459K +$8.51K +40 +2%
GSIS
919
Global Strategic Investment Solutions
Arizona
$457K
EMG
920
ETF Managers Group
New Jersey
$457K +$73K +343 +19%
QCM
921
Quantinno Capital Management
New York
$456K
CAL
922
Capital Analysts LLC
Pennsylvania
$456K +$68.1K +320 +18%
BFEC
923
Benjamin F. Edwards & Company
Missouri
$453K -$426 -2 -0.1%
CAGAS
924
Capital Advisory Group Advisory Services
Minnesota
$453K +$82.6K +388 +22%
SPC
925
Sigma Planning Corp
Michigan
$450K -$43.4K -204 -9%