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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
701
Waldron Private Wealth
Pennsylvania
$429K +$133K +270 +44%
SWM
702
Segment Wealth Management
Texas
$426K
SIC
703
Samalin Investment Counsel
New York
$424K -$7.42K -15 -2%
MWM
704
Modera Wealth Management
New Jersey
$423K -$115K -232 -21%
CQS
705
Credential Qtrade Securities
$422K +$122K +246 +39%
AWM
706
Avitas Wealth Management
California
$421K -$10.4K -21 -2%
1WA
707
180 Wealth Advisors
Washington
$418K +$2.97K +6 +0.7%
DBT
708
Dubuque Bank & Trust
Iowa
$416K -$2.97K -6 -0.7%
LWM
709
Laidlaw Wealth Management
New York
$415K
WDG
710
Wealth Dimensions Group
Ohio
$412K -$4.94K -10 -1%
9WM
711
9258 Wealth Management
Ohio
$410K -$3.46K -7 -0.8%
AI
712
AdvisorShares Investments
Maryland
$408K +$416K +841 New
LC
713
Lindbrook Capital
California
$407K +$52.4K +106 +14%
AMC
714
Asset Management Corp
Illinois
$406K +$494 +1 +0.1%
SIM
715
Sentry Investment Management
Wisconsin
$405K -$216K -436 -34%
CFG
716
Cooper Financial Group
California
$405K +$494 +1 +0.1%
KWM
717
Kingsview Wealth Management
Oregon
$400K -$239K -484 -37%
HIM
718
Hillsdale Investment Management
Ontario, Canada
$399K +$10.9K +22 +3%
FCP
719
Fidelis Capital Partners
Florida
$397K +$157K +317 +75%
VIA
720
Virtus Investment Advisers
Connecticut
$395K +$274K +554 +214%
CBTWT
721
Community Bank & Trust (Waco, Texas)
Texas
$394K
CIA
722
CCM Investment Advisers
South Carolina
$394K
CIP
723
Convergence Investment Partners
Florida
$393K -$14.3K -29 -3%
LSWM
724
Lorne Steinberg Wealth Management
Canada
$388K
Fayez Sarofim & Co
725
Fayez Sarofim & Co
Texas
$388K +$395K +800 New