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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
Modera Wealth Management
New Jersey
$17.9K
HM
302
Harvest Management
New York
$17.8K
BP
303
Ballentine Partners
Massachusetts
$17.3K -$1.69K -996 -8%
NP
304
NorthRock Partners
Minnesota
$17.2K -$7.63K -4,510 -27%
AA
305
Ancora Advisors
Ohio
$17.1K
MFG
306
Merit Financial Group
Georgia
$16.9K -$584 -345 -3%
CWM
307
Congress Wealth Management
Massachusetts
$16.6K +$1.78K +1,050 +10%
TWM
308
Tradition Wealth Management
Minnesota
$16K -$4.33K -2,555 -18%
AWE
309
Avidian Wealth Enterprises
Texas
$16K +$508 +300 +3%
QPWM
310
Quadrant Private Wealth Management
Pennsylvania
$15.8K -$12.9K -7,600 -41%
OSAM
311
O'Shaughnessy Asset Management
Connecticut
$15.5K -$399K -235,791 -96%
EH
312
Equitable Holdings
New York
$15.4K -$396 -234 -2%
HI
313
Humankind Investments
New York
$15.4K +$18.4K +10,845 New
SGC
314
Slocum, Gordon & Co
Rhode Island
$15.4K -$3.39K -2,000 -16%
VA
315
Vident Advisory
Georgia
$15K +$17.9K +10,564 New
CI
316
Cigna Investments
Connecticut
$15K -$2.2K -1,297 -11%
LNWWM
317
Laird Norton Wetherby Wealth Management
California
$14.9K -$68.5K -40,491 -79%
EA
318
Emerald Advisors
Washington
$14.8K
S
319
SignatureFD
Georgia
$14.7K -$14K -8,250 -44%
XF
320
XML Financial
Maryland
$14.6K
TM
321
Triatomic Management
California
$14.3K
PA
322
Parallel Advisors
California
$14.2K -$14.1K -8,301 -45%
CAM
323
Cresset Asset Management
Illinois
$14.2K -$23.5K -13,861 -58%
Luther King Capital Management (LKCM)
324
Luther King Capital Management (LKCM)
Texas
$14.2K -$16.9K -10,000 -50%
AF
325
Advisornet Financial
Minnesota
$14K +$1.31K +774 +9%