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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
801
Laird Norton Wetherby Wealth Management
California
$5.46M +$4.77M +18,526 New
AUB
802
Atlantic Union Bankshares
Virginia
$5.44M +$3.13M +12,130 +191%
ACM
803
Alpha Capital Management
Texas
$5.44M +$131K +510 +3%
HSA
804
HBK Sorce Advisory
Pennsylvania
$5.44M +$113K +439 +2%
PJWM
805
Philip James Wealth Mangement
Georgia
$5.44M -$899K -3,488 -16%
FA
806
Fiduciary Alliance
South Carolina
$5.43M +$3.31M +12,842 +230%
VWM
807
Valley Wealth Managers
New Jersey
$5.43M -$81.9K -318 -2%
NWM
808
Northcape Wealth Management
New York
$5.43M -$52K -202 -1%
RFWA
809
RPg Family Wealth Advisory
Massachusetts
$5.41M +$4.73M +18,366 New
RCM
810
RNC Capital Management
California
$5.41M -$32.7M -126,872 -87%
SFI
811
SPC Financial Inc
Maryland
$5.4M -$136K -529 -3%
Fisher Asset Management
812
Fisher Asset Management
Washington
$5.39M -$703K -2,729 -13%
DWA
813
Douglass Winthrop Advisors
New York
$5.38M +$12.9K +50 +0.3%
AIA
814
AIMZ Investment Advisors
California
$5.37M -$89.7K -348 -2%
CB
815
Cadence Bank
Mississippi
$5.36M +$322K +1,248 +7%
BA
816
Birinyi Associates
Connecticut
$5.36M +$703K +2,730 +18%
GI
817
GAMCO Investors
Connecticut
$5.35M -$33.5K -130 -0.7%
MYIA
818
Mount Yale Investment Advisors
Colorado
$5.34M -$467K -1,813 -9%
OIAM
819
OFI Invest Asset Management
France
$5.33M +$1M +3,896 +23%
LFG
820
Larson Financial Group
Missouri
$5.32M +$377K +1,465 +9%
SWMG
821
Signature Wealth Management Group
Georgia
$5.32M -$123K -479 -3%
CWM
822
C2C Wealth Management
Arizona
$5.31M
ITC
823
Inspire Trust Company
Nevada
$5.31M +$258K +1,000 +6%
MWM
824
Mission Wealth Management
California
$5.3M +$95.3K +370 +2%
HTC
825
Haverford Trust Company
Pennsylvania
$5.3M -$87.3K -339 -2%