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Name Holding Trade Value Shares
Change
Change in
Stake
SI
701
Stephens Inc
Arkansas
$380K -$247K -5,916 -42%
CK
702
Cohen Klingenstein
New York
$378K – – –
SWM
703
Segment Wealth Management
Texas
$377K +$43.8K +1,047 +15%
RBC
704
Romano Brothers & Co
Illinois
$375K – – –
SIP
705
Stoneridge Investment Partners
Pennsylvania
$375K -$3.91M -93,608 -92%
WIA
706
World Investment Advisors
California
$373K +$54.8K +1,310 +19%
OIA
707
OneDigital Investment Advisors
Kansas
$373K +$59.6K +1,425 +21%
YWM
708
Yardley Wealth Management
Pennsylvania
$369K -$334K -8,000 -50%
HI
709
Hendershot Investments
Virginia
$369K – – –
First Manhattan
710
First Manhattan
New York
$368K -$7.82K -187 -2%
AFG
711
Atomi Financial Group
New York
$368K +$334K +7,991 New
PTP
712
Platform Technology Partners
New York
$366K – – –
AFG
713
Allegheny Financial Group
Pennsylvania
$363K -$179K -4,293 -35%
GLF
714
Groupe la Francaise
France
$363K -$54.4K -1,301 -14%
AOWM
715
Alpha Omega Wealth Management
Virginia
$363K – – –
VCM
716
Vivaldi Capital Management
Illinois
$362K +$1.3K +31 +0.4%
IA
717
Insight Advisors
Pennsylvania
$361K – – –
APM
718
Advanced Portfolio Management
New York
$361K +$327K +7,831 New
SCA
719
Snowden Capital Advisors
New York
$361K +$30.3K +726 +10%
TCWM
720
Total Clarity Wealth Management
Illinois
$361K – – –
RP
721
Riverwater Partners
Wisconsin
$360K +$3.76K +90 +1%
MFGM
722
Marshall Financial Group (Maryland)
Maryland
$359K -$15.8K -378 -5%
ESB
723
Essex Savings Bank
Connecticut
$356K -$1.25K -30 -0.4%
SEIA
724
Signature Estate & Investment Advisors
California
$356K +$323K +7,722 New
LFAS
725
Level Four Advisory Services
Texas
$354K +$321K +7,679 New