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Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
901
Beverly Hills Private Wealth
California
$338K +$337K +1,461 New
AIC
902
Argus Investors Counsel
New York
$338K +$337K +1,460 New
GAM
903
Grandview Asset Management
Pennsylvania
$338K -$922 -4 -0.3%
SAM
904
SignalPoint Asset Management
Missouri
$337K +$231 +1 +0.1%
IA
905
Integrity Advisory
Kansas
$336K -$461 -2 -0.1%
CAM
906
Cypress Asset Management
Texas
$336K -$30K -130 -8%
TPCW
907
TD Private Client Wealth
New York
$335K -$8.3K -36 -2%
BHIA
908
Birch Hill Investment Advisors
Massachusetts
$333K
IAIM
909
International Assets Investment Management
Florida
$333K +$37.8K +164 +13%
CAM
910
Cresset Asset Management
Illinois
$333K -$107K -466 -24%
PWMAG
911
Pinnacle Wealth Management Advisory Group
New Jersey
$332K +$8.99K +39 +3%
FP
912
Foundry Partners
Minnesota
$330K -$198K -860 -38%
VPP
913
Vertex Planning Partners
Illinois
$329K +$328K +1,422 New
WB
914
WesBanco Bank
West Virginia
$327K +$92.2K +400 +39%
FC
915
FORA Capital
Florida
$325K -$947K -4,106 -75%
HWM
916
HB Wealth Management
Georgia
$325K +$30.2K +131 +10%
BIM
917
Baldwin Investment Management
Pennsylvania
$324K
BWL
918
Bogart Wealth LLC
Virginia
$324K +$922 +4 +0.3%
RWA
919
Rooted Wealth Advisors
Illinois
$324K +$323K +1,400 New
CWM
920
Connecticut Wealth Management
Connecticut
$322K
YWP
921
YorkBridge Wealth Partners
New York
$322K
CI
922
Conning Inc
Connecticut
$321K
CP
923
CenterBook Partners
Connecticut
$321K +$320K +1,387 New
CG
924
Caprock Group
Idaho
$320K +$27K +117 +9%
DWP
925
Destiny Wealth Partners
Florida
$318K +$3.92K +17 +1%