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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
901
Twin Capital Management
Pennsylvania
$726K -$8.7K -35 -1%
PWP
902
Perfromance Wealth Partners
Illinois
$726K +$10.7K +43 +1%
BI
903
Bradyco Inc
Massachusetts
$724K +$768K +3,090 New
PCA
904
Peddock Capital Advisors
Massachusetts
$723K -$32.8K -132 -4%
GWWM
905
Great Waters Wealth Management
Minnesota
$721K -$56.4K -227 -7%
PTC
906
Private Trust Company
Ohio
$717K +$303K +1,219 +66%
1C
907
111 Capital
France
$715K +$758K +3,051 New
DTC
908
Davidson Trust Company
Washington
$714K +$62.9K +253 +9%
A
909
Allianz
Germany
$711K +$105K +421 +16%
RZH
910
Relyea Zuckerberg Hanson
Connecticut
$708K +$58.7K +236 +8%
MWA
911
Martel Wealth Advisors
Washington
$703K +$746K +3,000 New
MWM
912
Meridian Wealth Management
Kentucky
$701K +$38.5K +155 +5%
AF
913
Allworth Financial
California
$700K +$282K +1,136 +64%
EWM
914
Empirical Wealth Management
Washington
$695K +$76.1K +306 +11%
GSC
915
G&S Capital
Colorado
$695K – – –
MC
916
Moors & Cabot
Massachusetts
$694K +$65.9K +265 +10%
CL
917
CLG LLC
California
$694K +$736K +2,962 New
WLG
918
Williamson Legacy Group
Indiana
$692K -$3.48K -14 -0.5%
HFM
919
Harvest Fund Management
China
$691K +$552K +2,222 +306%
FFA
920
Farther Finance Advisors
California
$689K +$145K +584 +25%
IWC
921
Integrated Wealth Concepts
Massachusetts
$686K +$158K +634 +28%
RP
922
Riverwater Partners
Wisconsin
$679K +$746 +3 +0.1%
TWP
923
Tyche Wealth Partners
Texas
$675K -$19.9K -80 -3%
SSB
924
Sandy Spring Bank
Maryland
$674K +$2.49K +10 +0.3%
HIM
925
Hillsdale Investment Management
Ontario, Canada
$670K +$24.9K +100 +4%