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Name Holding Trade Value Shares
Change
Change in
Stake
XWM
376
Xcel Wealth Management
Florida
$572K
PI
377
Pettee Investors
Connecticut
$571K
RWM
378
Ritholtz Wealth Management
New York
$567K +$593K +11,214 New
AAS
379
Avantax Advisory Services
Texas
$565K +$31.6K +597 +6%
AWM
380
AE Wealth Management
Kansas
$559K -$28.2K -534 -5%
BTWM
381
Baker Tilly Wealth Management
Wisconsin
$553K -$16.7K -316 -3%
Los Angeles Capital Management
382
Los Angeles Capital Management
California
$552K -$29.9K -565 -5%
VCA
383
Verdence Capital Advisors
Maryland
$552K +$577K +10,905 New
CPWA
384
Cerro Pacific Wealth Advisors
California
$549K -$77.3K -1,462 -12%
GC
385
Guggenheim Capital
Illinois
$539K -$3.09M -58,343 -85%
TSW
386
Thompson Siegel & Walmsley
Virginia
$538K +$529K +10,000 +1,560%
V
387
Veritable
Delaware
$534K +$75.4K +1,426 +16%
BS
388
Boenning & Scattergood
Pennsylvania
$531K
SOAMC
389
Spirit of America Management Corp
New York
$531K
HTC
390
Haverford Trust Company
Pennsylvania
$526K +$26.7K +505 +5%
ACM
391
Aquatic Capital Management
Illinois
$521K +$175K +3,300 +47%
NSB
392
Norway Savings Bank
Maine
$516K -$373K -7,045 -41%
DADC
393
D.A. Davidson & Co
Montana
$506K -$8.09K -153 -2%
PCM
394
Palisade Capital Management
New Jersey
$506K
Wellington Management Group
395
Wellington Management Group
Massachusetts
$504K -$362K -6,837 -41%
PFO
396
Pathstone Family Office
New Jersey
$502K +$125K +2,359 +31%
IDBONY
397
Israel Discount Bank of New York
New York
$500K +$23.3K +440 +5%
CG
398
Colony Group
Massachusetts
$499K +$2.33K +44 +0.4%
CPC
399
Congress Park Capital
New York
$496K
BCM
400
Boltwood Capital Management
California
$492K -$19.3K -365 -4%