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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
701
Satovsky Asset Management
New York
$320K +$789 +3 +0.3%
PCM
702
Prelude Capital Management
New York
$316K +$1.05K +4 +0.4%
CFG
703
Carr Financial Group
Massachusetts
$316K +$789 +3 +0.3%
PWW
704
Pettyjohn Wood & White
Virginia
$315K
CWA
705
CM Wealth Advisors
Ohio
$313K -$29.7K -113 -9%
DAS
706
Dynamic Advisor Solutions
Arizona
$313K -$8.15K -31 -3%
ESB
707
Essex Savings Bank
Connecticut
$311K
EWA
708
EverSource Wealth Advisors
Alabama
$311K -$217K -826 -43%
HH
709
Hilltop Holdings
Texas
$309K +$22.9K +87 +9%
WPC
710
Wedmont Private Capital
Pennsylvania
$309K +$20.5K +78 +8%
PA
711
Pinnacle Associates
New York
$308K -$12.1K -46 -4%
NWM
712
Northcape Wealth Management
New York
$308K
BVP
713
Bristlecone Value Partners
California
$306K
CIC
714
Chilton Investment Company
Connecticut
$306K -$21.3K -81 -7%
NL
715
NWAM LLC
Washington
$302K +$27.1K +103 +11%
VAS
716
Vestmark Advisory Solutions
Massachusetts
$301K +$10.3K +39 +4%
PFA
717
Pure Financial Advisors
California
$296K -$11K -42 -4%
WFA
718
Wellspring Financial Advisors
Ohio
$294K +$48.9K +186 +22%
UIA
719
Ulland Investment Advisors
Minnesota
$292K
FHA
720
Flagship Harbor Advisors
Massachusetts
$289K
OAM
721
Ostrum Asset Management
France
$287K
OC
722
Oppenheimer & Co
New York
$284K -$3.42K -13 -1%
MSWM
723
McGlone Suttner Wealth Management
Wisconsin
$282K +$789 +3 +0.3%
Lido Advisors
724
Lido Advisors
California
$282K -$97.3K -370 -27%
IFWM
725
Institute for Wealth Management
Colorado
$281K