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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
551
Fernwood Investment Management
Massachusetts
$894K
AWE
552
Avidian Wealth Enterprises
Texas
$894K +$12.6K +62 +2%
MSCM
553
McElhenny Sheffield Capital Management
Texas
$891K -$64.8K -319 -7%
SSWM
554
Smith Salley Wealth Management
North Carolina
$890K -$2.03K -10 -0.2%
WF
555
Welch & Forbes
Massachusetts
$888K -$2.84K -14 -0.3%
VCA
556
Verdence Capital Advisors
Maryland
$888K +$585K +2,878 +236%
TCM
557
Twin Capital Management
Pennsylvania
$875K -$142K -700 -15%
FAM
558
Formidable Asset Management
Ohio
$870K
WA
559
WBH Advisory
Maryland
$869K +$32.7K +161 +4%
BBA
560
Baader Bank Aktiengesellschaft
Germany
$869K +$814K +4,010 New
GFA
561
Gifford Fong Associates
California
$867K
PWS
562
Private Wealth Strategies
Ohio
$867K
MAM
563
Marquette Asset Management
Minnesota
$867K +$609 +3 +0.1%
VFIC
564
Valley Forge Investment Consultants
Pennsylvania
$860K
TRIA
565
Trail Ridge Investment Advisors
Colorado
$850K
E
566
Ergoteles
New York
$850K +$797K +3,926 New
RIM
567
Redpoint Investment Management
Australia
$847K -$41.2K -203 -5%
PSUF
568
People's United Financial
Connecticut
$846K -$199K -981 -20%
BS
569
Boenning & Scattergood
Pennsylvania
$845K -$4.47K -22 -0.6%
DI
570
Diligent Investors
California
$840K -$20.3K -100 -3%
WANY
571
Wealthspire Advisors (New York)
New York
$839K -$78.6K -387 -9%
SP
572
Symmetry Partners
Connecticut
$836K +$210K +1,035 +37%
IWN
573
Independent Wealth Network
Iowa
$827K +$128K +632 +20%
NAMP
574
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$823K
HL
575
HeadInvest LLC
Maine
$820K +$1.63K +8 +0.2%