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Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
926
Highland Private Wealth Management
Washington
$593K -$11.1K -36 -2%
MSAM
927
Moloney Securities Asset Management
Missouri
$591K +$163K +527 +40%
CCM
928
Cohen Capital Management
California
$591K +$572K +1,850 New
TWM
929
Thrive Wealth Management
Pennsylvania
$587K +$54.4K +176 +11%
HCM
930
Howland Capital Management
Massachusetts
$586K -$60.3K -195 -10%
CWP
931
Curated Wealth Partners
California
$585K – – –
WMA
932
Wealth Management Associates
New Jersey
$573K – – –
TCM
933
Tributary Capital Management
Nebraska
$573K -$15.5K -50 -3%
PWPS
934
Pinnacle Wealth Planning Services
Ohio
$572K -$13K -42 -2%
Choate Investment Advisors
935
Choate Investment Advisors
Massachusetts
$570K +$552K +1,785 New
CWM
936
Chesapeake Wealth Management
Virginia
$569K – – –
MC
937
Moors & Cabot
Massachusetts
$566K +$146K +473 +36%
Carnegie Investment Counsel
938
Carnegie Investment Counsel
Ohio
$550K +$38K +123 +8%
DJSG
939
D.J. St. Germain
Massachusetts
$548K +$46.1K +149 +10%
AP
940
Appleton Partners
Massachusetts
$545K – – –
AIC
941
Archer Investment Corporation
Indiana
$543K – – –
PBO
942
Peoples Bank (Ohio)
Ohio
$540K – – –
Brookstone Capital Management
943
Brookstone Capital Management
Illinois
$538K +$55K +178 +12%
LCS
944
Levin Capital Strategies
New York
$531K +$309K +1,000 +151%
Gradient Investments
945
Gradient Investments
Minnesota
$529K -$17.6K -57 -3%
BMC
946
Benin Management Corp
Connecticut
$527K – – –
Confluence Wealth Services
947
Confluence Wealth Services
Pennsylvania
$527K +$510K +1,651 New
RCAG
948
Rehmann Capital Advisory Group
Michigan
$527K -$8.35K -27 -2%
IAN
949
Integrated Advisors Network
Texas
$524K +$115K +372 +29%
AWM
950
Aevitas Wealth Management
Massachusetts
$524K +$329K +1,063 +184%