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Name Holding Trade Value Shares
Change
Change in
Stake
TIMH
901
Tilt Investment Management Holdings
New York
$738K +$709K +2,263 New
CFG
902
Carr Financial Group
Massachusetts
$735K +$706K +2,253 New
BIC
903
Beach Investment Counsel
Pennsylvania
$734K – – –
PCP
904
Proficio Capital Partners
Massachusetts
$731K +$39.2K +125 +6%
P
905
Pitcairn
Pennsylvania
$730K +$34.5K +110 +5%
DA
906
Dover Advisors
Virginia
$729K +$700K +2,234 New
DTC
907
Davidson Trust Company
Washington
$725K -$28.8K -92 -4%
MRCM
908
M&R Capital Management
New Jersey
$721K -$463K -1,476 -40%
LWM
909
Laidlaw Wealth Management
New York
$721K +$68.3K +218 +11%
RW
910
REDW Wealth
New Mexico
$716K – – –
ADL
911
Asset Dedication LLC
California
$715K +$83.1K +265 +14%
AWM
912
Aries Wealth Management
Maine
$712K – – –
VCA
913
Verdence Capital Advisors
Maryland
$701K +$25.7K +82 +4%
EP Wealth Advisors
914
EP Wealth Advisors
California
$699K +$672K +2,143 New
EP
915
Edgestream Partners
New Jersey
$698K -$28.5M -90,957 -98%
Carnegie Investment Counsel
916
Carnegie Investment Counsel
Ohio
$697K +$92.5K +295 +16%
WAG
917
Windsor Advisory Group
Ohio
$696K +$669K +2,133 New
MFG
918
Monte Financial Group
Connecticut
$695K +$59.9K +191 +10%
AG
919
Ascent Group
Virginia
$691K +$6.9K +22 +1%
ZB
920
Zions Bancorporation
Utah
$689K -$34.5K -110 -5%
EverSource Wealth Advisors
921
EverSource Wealth Advisors
Alabama
$685K -$223K -713 -25%
FAIM
922
Financial Advocates Investment Management
Washington
$679K +$231K +736 +55%
PWMAG
923
Pinnacle Wealth Management Advisory Group
New Jersey
$679K +$8.15K +26 +1%
Chicago Capital
924
Chicago Capital
Illinois
$678K – – –
NB
925
Northwest Bancshares
Pennsylvania
$678K – – –