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Name Holding Trade Value Shares
Change
Change in
Stake
GL
551
Graypoint LLC
New York
$323K -$2.96K -150 -0.9%
GW
552
GW & Wade
Massachusetts
$323K – – –
NB
553
Northwest Bancshares
Pennsylvania
$319K -$14K -710 -4%
PCA
554
Peddock Capital Advisors
Massachusetts
$319K +$325K +16,470 New
IFWM
555
Institute for Wealth Management
Colorado
$317K +$2.57K +130 +0.8%
WSTAM
556
Wilbanks Smith & Thomas Asset Management
Virginia
$316K +$6.13K +310 +2%
PSUF
557
People's United Financial
Connecticut
$315K -$11.7K -590 -3%
SF
558
Synovus Financial
Georgia
$315K +$8.3K +420 +3%
CT
559
Caldwell Trust
Florida
$315K -$10.9K -550 -3%
MYAM
560
Meiji Yasuda Asset Management
Japan
$314K -$211K -10,700 -40%
Lido Advisors
561
Lido Advisors
California
$313K +$319K +16,160 New
CT
562
Coastline Trust
Rhode Island
$310K -$148K -7,500 -32%
WCM
563
Whitener Capital Management
North Carolina
$309K +$4.94K +250 +2%
SSWM
564
Smith Salley Wealth Management
North Carolina
$306K -$1.19K -60 -0.4%
DA
565
Duality Advisers
Florida
$306K +$312K +15,800 New
SAM
566
Silvercrest Asset Management
New York
$304K – – –
PAS
567
Park Avenue Securities
New York
$304K +$40.3K +2,040 +15%
VAS
568
Vestmark Advisory Solutions
Massachusetts
$303K +$60.9K +3,080 +24%
OPS
569
Orion Portfolio Solutions
Nebraska
$302K -$4.35K -220 -1%
WAG
570
Winthrop Advisory Group
Massachusetts
$294K +$37K +1,870 +14%
KWMG
571
King Wealth Management Group
Florida
$291K – – –
YMRC
572
Yorktown Management & Research Company
Virginia
$291K – – –
AA
573
ALPS Advisors
Colorado
$289K +$28.1K +1,420 +11%
HCM
574
HM Capital Management
Missouri
$288K +$1.19K +60 +0.4%
UCFA
575
United Capital Financial Advisors
Texas
$287K -$1.38K -70 -0.5%