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Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
626
Wescott Financial Advisory Group
Pennsylvania
$869K
WFI
627
West Family Investments
California
$857K +$16.8K +73 +2%
VCA
628
Verdence Capital Advisors
Maryland
$856K +$231 +1 +0%
EWM
629
Empirical Wealth Management
Washington
$855K -$402K -1,743 -32%
BWM
630
BerganKDV Wealth Management
Minnesota
$849K -$140K -609 -14%
Impax Asset Management Group
631
Impax Asset Management Group
United Kingdom
$847K -$197K -855 -19%
TSS
632
Two Sigma Securities
New York
$845K +$517K +2,243 +159%
BS
633
Boenning & Scattergood
Pennsylvania
$845K -$231 -1 -0%
JCM
634
Jacobi Capital Management
Pennsylvania
$842K +$231 +1 +0%
SF
635
Symphony Financial
Texas
$838K +$654K +2,835 +308%
HL
636
HeadInvest LLC
Maine
$838K -$9.45K -41 -1%
GL
637
Graypoint LLC
New York
$836K +$832K +3,609 New
BBA
638
Baader Bank Aktiengesellschaft
Germany
$834K +$244K +1,060 +42%
SPA
639
Sherbrooke Park Advisers
New York
$834K +$830K +3,600 New
FTC
640
Farmers Trust Company
Ohio
$831K
DGAM
641
Desjardins Global Asset Management
Quebec, Canada
$829K -$797K -3,456 -49%
QI
642
Qtron Investments
Massachusetts
$827K -$83.7K -363 -9%
SW
643
SVB Wealth
Massachusetts
$813K -$96.8K -420 -11%
GPA
644
Garrison Point Advisors
California
$813K +$156K +675 +24%
BCI
645
Brinker Capital Investments
Pennsylvania
$812K -$5.99K -26 -0.7%
CCWM
646
Cassaday & Co Wealth Management
Virginia
$808K +$804K +3,489 New
HH
647
Hilltop Holdings
Texas
$804K +$4.84K +21 +0.6%
VAS
648
Vestmark Advisory Solutions
Massachusetts
$803K +$199K +864 +33%
TFO
649
Tarbox Family Office
California
$795K +$266K +1,152 +51%
PAS
650
Park Avenue Securities
New York
$792K +$55.8K +242 +8%