Name Holding Trade Value Shares
Change
Change in
Stake
EWM
951
Evercore Wealth Management
New York
$1.45M -$146K -3,191 -9%
HIA
952
Harbor Investment Advisory
Maryland
$1.45M -$31.4K -685 -2%
SOS
953
Silver Oak Securities
Tennessee
$1.44M -$85.5K -1,865 -5%
TPA
954
Trivium Point Advisory
Connecticut
$1.44M -$403K -8,783 -21%
TF
955
Trek Financial
Arizona
$1.44M -$5.98M -130,558 -80%
MIC
956
Meridian Investment Counsel
California
$1.43M – – –
EDRH
957
Edmond de Rothschild Holding
Switzerland
$1.43M -$24.4K -533 -2%
Alyeska Investment Group
958
Alyeska Investment Group
Illinois
$1.43M -$423K -9,220 -22%
PL
959
Polianta Ltd
Jersey
$1.42M -$371K -8,100 -20%
DG
960
DMC Group
Alabama
$1.42M +$104K +2,268 +8%
CCM
961
Carderock Capital Management
Maryland
$1.41M +$1.47M +32,000 New
BC
962
Broadwater Capital
Massachusetts
$1.41M – – –
BHIA
963
Birch Hill Investment Advisors
Massachusetts
$1.4M – – –
NCM
964
NCM Capital Management
New Jersey
$1.39M -$21.8K -475 -1%
LS
965
Livforsakringsbolaget Skandia
Sweden
$1.39M – – –
VWM
966
VCI Wealth Management
Missouri
$1.39M -$473K -10,321 -25%
UA
967
Unison Advisors
District of Columbia
$1.38M – – –
SVWAG
968
Sound View Wealth Advisors Group
Georgia
$1.38M +$119K +2,603 +9%
PCM
969
Prelude Capital Management
New York
$1.38M +$590K +12,868 +70%
JAG
970
Journey Advisory Group
Kentucky
$1.38M -$138K -3,000 -9%
NL
971
NWAM LLC
Washington
$1.38M +$50.7K +1,106 +4%
JTWM
972
Jackson Thornton Wealth Management
Alabama
$1.38M -$315K -6,868 -24%
DWT
973
Dorsey & Whitney Trust
South Dakota
$1.37M +$182K +3,979 +15%
MWM
974
Manske Wealth Management
Texas
$1.37M -$72.6K -1,584 -5%
GWMR
975
GC Wealth Management RIA
Massachusetts
$1.37M -$151K -3,295 -10%