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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
576
Evermay Wealth Management
Virginia
$953K
CG
577
Caprock Group
Idaho
$952K +$88.8K +280 +11%
DS
578
DRW Securities
Illinois
$944K +$860K +2,714 New
CGL
579
Clarius Group LLC
Washington
$944K +$9.51K +30 +1%
WTA
580
Washington Trust Advisors
Massachusetts
$930K
EIP
581
Epoch Investment Partners
New York
$929K -$1.58K -5 -0.2%
RWA
582
Ropes Wealth Advisors
Massachusetts
$924K
AWP
583
Accretive Wealth Partners
New Jersey
$911K +$36.1K +114 +5%
MMA
584
Miracle Mile Advisors
California
$906K -$27.6K -87 -3%
BIM
585
Bridges Investment Management
Nebraska
$904K
CAL
586
Capital Analysts LLC
Pennsylvania
$901K +$7.92K +25 +1%
CCM
587
Coldstream Capital Management
Washington
$897K +$3.17K +10 +0.4%
BG
588
Bahl & Gaynor
Ohio
$894K -$59.6K -188 -7%
AWM
589
Avitas Wealth Management
California
$889K +$9.51K +30 +1%
VIA
590
Vident Investment Advisory
Georgia
$878K -$276K -872 -26%
CQS
591
Credential Qtrade Securities
$871K -$14.6K -46 -2%
Carson Wealth (CWM LLC)
592
Carson Wealth (CWM LLC)
Nebraska
$870K -$22.8K -72 -3%
TSWM
593
Triangle Securities Wealth Management
North Carolina
$861K -$4.75K -15 -0.6%
SPIA
594
Steward Partners Investment Advisory
New York
$856K -$3.17K -10 -0.4%
CPG
595
Cornerstone Planning Group
New Jersey
$856K +$780K +2,462 New
HFS
596
Hantz Financial Services
Michigan
$845K +$753K +2,376 +4,320%
WT
597
Whittier Trust
California
$836K -$131K -414 -15%
CTC
598
Central Trust Company
Missouri
$836K -$79.6K -251 -9%
MCM
599
MAI Capital Management
Ohio
$834K +$6.02K +19 +0.8%
IAA
600
Independent Advisor Alliance
North Carolina
$830K +$11.7K +37 +2%