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Name Holding Trade Value Shares
Change
Change in
Stake
OWP
826
Obermeyer Wealth Partners
Colorado
$555K
AM
827
Atwater Malick
Pennsylvania
$553K
NB
828
NBT Bank
New York
$553K +$72.1K +342 +15%
AA
829
Advisory Alpha
Michigan
$551K +$2.74K +13 +0.5%
CPW
830
Cove Private Wealth
New York
$550K +$115K +545 +26%
CBA
831
Coastal Bridge Advisors
Connecticut
$548K +$30.2K +143 +6%
First Manhattan
832
First Manhattan
New York
$548K +$46.6K +221 +9%
AWM
833
Accurate Wealth Management
Florida
$548K +$168K +795 +42%
WAM
834
Wakefield Asset Management
Colorado
$547K +$96.6K +458 +21%
RC
835
Rexford Capital
Texas
$543K +$7.17K +34 +1%
IBOK
836
Independence Bank of Kentucky
Kentucky
$537K +$48.1K +228 +10%
GWP
837
Gateway Wealth Partners
Wisconsin
$535K +$543K +2,574 New
PWM
838
Perigon Wealth Management
California
$534K +$17.1K +81 +3%
DIP
839
Davis Investment Partners
North Carolina
$530K -$6.75K -32 -1%
GIA
840
Gateway Investment Advisers
Ohio
$530K +$538K +2,551 New
KCM
841
Kathmere Capital Management
Pennsylvania
$527K -$38.8K -184 -7%
WAS
842
Wesleyan Assurance Society
United Kingdom
$526K +$139K +660 +35%
CAM
843
Columbia Asset Management
Michigan
$525K
JCM
844
J2 Capital Management
Michigan
$524K +$16.4K +78 +3%
AIM
845
Allen Investment Management
New York
$524K
ZF
846
Zhang Financial
Michigan
$521K
SAM
847
Satovsky Asset Management
New York
$520K -$19K -90 -3%
BRWA
848
B. Riley Wealth Advisors
Florida
$520K -$43.2K -205 -8%
KF
849
Krilogy Financial
Missouri
$519K +$14.6K +69 +3%
MYIA
850
Mount Yale Investment Advisors
Colorado
$519K +$116K +551 +28%