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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
901
Modera Wealth Management
New Jersey
$148K +$145K +11,811 New
EWM
902
Evercore Wealth Management
New York
$147K – – –
TPW
903
Tiller Private Wealth
Pennsylvania
$147K +$12.6K +1,023 +9%
SWM
904
Stockman Wealth Management
Montana
$146K -$194K -15,777 -57%
CWM
905
Cranbrook Wealth Management
Michigan
$146K – – –
HHC
906
Hutchin Hill Capital
New York
$144K -$725K -58,900 -84%
1832 Asset Management
907
1832 Asset Management
Ontario, Canada
$144K -$319K -25,914 -69%
W
908
WealthShield
North Carolina
$144K +$140K +11,402 New
WP
909
WealthShield Partners
North Carolina
$144K +$140K +11,402 New
TL
910
TrueWealth LLC
Georgia
$144K +$142K +11,548 New
MMHP
911
Murphy Middleton Hinkle & Parker
Georgia
$144K +$142K +11,551 New
PAS
912
Partnervest Advisory Services
California
$143K -$39.7K -3,225 -22%
GA
913
Gateway Advisory
New Jersey
$143K +$140K +11,410 New
WSC
914
Wellington Shields & Co
New York
$143K +$141K +11,450 New
PHAM
915
Palisades Hudson Asset Management
Florida
$142K – – –
SAM
916
Summit Asset Management
Tennessee
$142K +$12.3K +1,000 +10%
GEA
917
Glen Eagle Advisors
New Jersey
$142K -$78.1K -6,344 -36%
JWA
918
JFS Wealth Advisors
Pennsylvania
$141K +$172 +14 +0.1%
NA
919
NewEdge Advisors
Louisiana
$140K +$1.71K +139 +1%
MF
920
Magnetar Financial
Illinois
$139K -$100K -8,160 -42%
BRF
921
B. Riley Financial
California
$139K -$61.9K -5,025 -31%
PWLP
922
Prio Wealth Limited Partnership
Massachusetts
$139K -$27.7K -2,250 -17%
RWA
923
RGT Wealth Advisors
Texas
$139K -$5.05K -410 -4%
G
924
Gainplan
Michigan
$139K +$505 +41 +0.4%
BJL
925
Brighton Jones LLC
Washington
$139K +$13.8K +1,122 +6%