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Name Holding Trade Value Shares
Change
Change in
Stake
NW
1026
NewEdge Wealth
Pennsylvania
$217K +$38.2K +210 +20%
IWC
1027
Integrated Wealth Concepts
Massachusetts
$217K +$18.6K +102 +9%
HTC
1028
Haverford Trust Company
Pennsylvania
$216K -$283K -1,556 -55%
CMBA
1029
C.M. Bidwell & Associates
Hawaii
$216K +$99.7K +548 +75%
EWM
1030
Evermay Wealth Management
Virginia
$216K +$7.28K +40 +3%
VAS
1031
Vestmark Advisory Solutions
Massachusetts
$215K -$2M -10,986 -90%
PCM
1032
Prelude Capital Management
New York
$214K +$230K +1,265 New
TA
1033
TKG Advisors
Indiana
$213K +$182 +1 +0.1%
RIG
1034
Renaissance Investment Group
Massachusetts
$213K
BDFN
1035
Bond & Devick Financial Network
Minnesota
$212K
BTWM
1036
Baker Tilly Wealth Management
Wisconsin
$211K -$298K -1,639 -57%
CM
1037
Capital Management
Virginia
$211K
T
1038
TOBAM
France
$210K -$546 -3 -0.2%
NAS
1039
Nicolet Advisory Services
Wisconsin
$208K +$224K +1,229 New
IA
1040
IAM Advisory
Pennsylvania
$206K +$221K +1,217 New
CFA
1041
CWS Financial Advisors
Michigan
$206K -$6.37K -35 -3%
GS
1042
GTS Securities
Florida
$206K -$375K -2,063 -63%
CPIG
1043
Chicago Partners Investment Group
Illinois
$205K -$17.8K -98 -7%
KFA
1044
Kapstone Financial Advisors
Ohio
$205K
AWC
1045
Adamsbrown Wealth Consultants
Kansas
$205K
RZH
1046
Relyea Zuckerberg Hanson
Connecticut
$205K -$20.9K -115 -9%
EAM
1047
Empirical Asset Management
Massachusetts
$205K
HC
1048
Hamilton Capital
Ohio
$204K +$364 +2 +0.2%
SMA
1049
Sage Mountain Advisors
Georgia
$203K +$2.18K +12 +1%
PL
1050
Parthenon LLC
Kentucky
$203K