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Name Holding Trade Value Shares
Change
Change in
Stake
Evercore Wealth Management
1076
Evercore Wealth Management
New York
$797K -$1.32K -3 -0.2%
GP
1077
Girard Partners
Pennsylvania
$796K -$14.5K -33 -2%
RPWA
1078
Regent Peak Wealth Advisors
Georgia
$794K +$9.24K +21 +1%
FA
1079
FDx Advisors
Illinois
$793K -$324K -736 -29%
NC
1080
NewSquare Capital
Pennsylvania
$791K +$757K +1,720 +2,072%
S
1081
SimplyRich
California
$790K +$3.52K +8 +0.4%
SpiderRock Advisors
1082
SpiderRock Advisors
Delaware
$788K +$265K +603 +51%
RBC
1083
Romano Brothers & Co
Illinois
$785K +$126K +286 +19%
Diversify Wealth Management
1084
Diversify Wealth Management
Utah
$784K +$778K +1,769 New
LFA
1085
Legacy Financial Advisors
Kentucky
$781K +$24.6K +56 +3%
OP
1086
ORG Partners
Indiana
$780K +$798K +1,814 New
BHWM
1087
Bar Harbor Wealth Management
New Hampshire
$778K -$6.6K -15 -0.8%
TNAM
1088
Terra Nova Asset Management
New York
$774K +$880 +2 +0.1%
HC
1089
Hara Capital
Washington
$774K -$2.2K -5 -0.3%
MBTD
1090
Mechanics Bank - Trust Department
California
$774K +$103K +235 +15%
Fisher Asset Management
1091
Fisher Asset Management
Washington
$772K +$271K +617 +54%
Moneta Group Investment Advisors
1092
Moneta Group Investment Advisors
Missouri
$771K +$25.1K +57 +3%
SMH
1093
Sanders Morris Harris
Texas
$768K -$374K -850 -33%
CAM
1094
Cozad Asset Management
Illinois
$768K +$541K +1,230 +237%
SSA
1095
South Street Advisors
New York
$767K – – –
EFG
1096
Everhart Financial Group
Ohio
$767K +$109K +247 +16%
LWMM
1097
Legacy Wealth Management (Mississippi)
Mississippi
$765K – – –
KAS
1098
KPP Advisory Services
Kentucky
$763K +$9.24K +21 +1%
DJSG
1099
D.J. St. Germain
Massachusetts
$762K -$28.6K -65 -4%
Journey Strategic Wealth
1100
Journey Strategic Wealth
New Jersey
$753K +$194K +440 +34%