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Name Holding Trade Value Shares
Change
Change in
Stake
BFP
726
Briaud Financial Planning
Texas
$221K
MWM
727
Meridian Wealth Management
Kentucky
$217K +$203K +951 New
CAM
728
Cidel Asset Management
Ontario, Canada
$216K
VCM
729
Virtue Capital Management
Tennessee
$212K +$188K +882 New
GM
730
GeoWealth Management
Illinois
$208K -$1.04M -4,853 -84%
DCM
731
DGS Capital Management
New Jersey
$207K +$194K +910 New
KWM
732
Kingsview Wealth Management
Oregon
$206K -$40.1K -188 -17%
SIC
733
Salem Investment Counselors
North Carolina
$206K
AA
734
Ancora Advisors
Ohio
$206K +$170K +799 +761%
RMCM
735
Reynders McVeigh Capital Management
Massachusetts
$205K +$192K +900 New
EI
736
EDMP Inc
Florida
$204K +$191K +893 New
PCM
737
Penserra Capital Management
California
$184K -$441K -2,069 -72%
HBW
738
Hazlett, Burt & Watson
West Virginia
$173K +$13.9K +65 +9%
MPWT
739
MassMutual Private Wealth & Trust
Connecticut
$171K +$13K +61 +9%
CAL
740
Capital Analysts LLC
Pennsylvania
$170K
CA
741
CoreCap Advisors
Michigan
$166K -$149K -699 -49%
WT
742
Whittier Trust
California
$164K
CPBTD
743
Central Pacific Bank - Trust Division
Hawaii
$161K
RP
744
Rowlandmiller & Partners
Georgia
$160K
WW
745
Winnow Wealth
Texas
$155K -$910K -4,266 -86%
TFA
746
Transamerica Financial Advisors
Florida
$154K +$16.9K +79 +13%
BP
747
BNP Paribas
France
$150K
MDA
748
Minot DeBlois Advisors
Massachusetts
$145K -$8.53K -40 -6%
CSP
749
Cary Street Partners
Virginia
$133K +$125K +584 New
TPCW
750
TD Private Client Wealth
New York
$133K -$427 -2 -0.3%