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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
551
River Wealth Advisors
Pennsylvania
$225K +$5.41K +13 +2%
CIBC Private Wealth Group
552
CIBC Private Wealth Group
Georgia
$222K +$223K +535 New
SPWG
553
Sage Private Wealth Group
Illinois
$221K -$11.7K -28 -5%
HIA
554
Harbor Investment Advisory
Maryland
$220K +$7.91K +19 +4%
EDRH
555
Edmond de Rothschild Holding
Switzerland
$219K -$32.5K -78 -13%
DF
556
Donoghue Forlines
Massachusetts
$216K -$1.22M -2,918 -85%
PA
557
Pinnacle Associates
New York
$215K -$15K -36 -7%
TFP
558
Tilia Fiduciary Partners
North Carolina
$212K – – –
BWM
559
Baron Wealth Management
Michigan
$211K – – –
RMDI
560
R.M. Davis Inc
Maine
$211K -$1.25K -3 -0.6%
GI
561
GAMCO Investors
Connecticut
$210K -$10.4K -25 -5%
Bessemer Group
562
Bessemer Group
New Jersey
$209K +$62.9K +151 +43%
AIA
563
Arbor Investment Advisors
North Carolina
$208K – – –
BEC
564
Blue Edge Capital
Virginia
$208K – – –
MC
565
Middleton & Co
Massachusetts
$208K – – –
IF
566
Intrua Financial
Texas
$206K -$7.91K -19 -4%
TI
567
Tidal Investments
Wisconsin
$205K +$205K +493 New
BFEC
568
Benjamin F. Edwards & Company
Missouri
$204K -$7.5K -18 -4%
LFA
569
Legacy Financial Advisors
Kentucky
$204K +$204K +491 New
HI
570
Horizon Investments
North Carolina
$203K -$377K -906 -65%
ECM
571
Estabrook Capital Management
New York
$189K -$5K -12 -3%
DAM
572
Delta Asset Management
Tennessee
$187K -$25K -60 -12%
FMII
573
Farmers & Merchants Investments Inc
Nebraska
$171K – – –
PP
574
PrairieView Partners
Minnesota
$166K – – –
S
575
SignatureFD
Georgia
$156K -$15.4K -37 -9%