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Name Holding Trade Value Shares
Change
Change in
Stake
NW
1026
NewEdge Wealth
Pennsylvania
-$637K -1,361 Closed
PRC
1027
Pearl River Capital
Michigan
-$571K -1,219 Closed
IIM
1028
Intact Investment Management
Quebec, Canada
-$562K -1,200 Closed
SBH
1029
Segall Bryant & Hamill
Illinois
-$495K -1,057 Closed
EWA
1030
EP Wealth Advisors
California
-$391K -836 Closed
LSWM
1031
Lorne Steinberg Wealth Management
Canada
-$374K -800 Closed
LAM
1032
L2 Asset Management
Massachusetts
-$315K -672 Closed
HTC
1033
Haverford Trust Company
Pennsylvania
-$244K -522 Closed
CFA
1034
Camarda Financial Advisors
Florida
-$239K -510 Closed
GWM
1035
Gitterman Wealth Management
New Jersey
-$236K -504 Closed
BJL
1036
Brighton Jones LLC
Washington
-$228K -488 Closed
H6H
1037
Hightower 6M Holding
Kansas
-$222K -475 Closed
CWA
1038
Canvas Wealth Advisors
Kansas
-$221K -472 Closed
Fisher Asset Management
1039
Fisher Asset Management
Washington
-$218K -466 Closed
VCM
1040
Virtue Capital Management
Tennessee
-$205K -437 Closed
YWP
1041
YorkBridge Wealth Partners
New York
-$202K -431 Closed
KFA
1042
Kelleher Financial Advisors
New York
-$201K -430 Closed
GTAM
1043
Global Trust Asset Management
Florida
-$199K -425 Closed
VVP
1044
Venture Visionary Partners
Ohio
-$193K -411 Closed
COCM
1045
Charter Oak Capital Management
New Hampshire
-$159K -340 Closed
PFGIA
1046
Patriot Financial Group Insurance Agency
Massachusetts
-$132K -282 Closed
GEA
1047
Glen Eagle Advisors
New Jersey
-$93.6K -200 Closed
PCIG
1048
Partners Capital Investment Group
Massachusetts
-$91K -194 Closed
SWM
1049
SeaCrest Wealth Management
New York
-$73K -155 Closed
NICM
1050
Neo Ivy Capital Management
New York
-$69K -148 Closed