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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
651
Empirical Wealth Management
Washington
$707K +$65.8K +944 +11%
PSP
652
Principal Street Partners
Tennessee
$706K +$89.8K +1,288 +16%
MIC
653
Means Investment Company
Maine
$699K -$10.9K -157 -2%
SDAM
654
Shulman DeMeo Asset Management
New York
$697K +$1.25K +18 +0.2%
CAGAS
655
Capital Advisory Group Advisory Services
Minnesota
$689K +$11.1K +159 +2%
PCIA
656
Prime Capital Investment Advisors
Kansas
$687K -$7.46K -107 -1%
HI
657
Humankind Investments
New York
$685K -$12.6K -181 -2%
AF
658
Allworth Financial
California
$681K +$43.8K +628 +7%
PTC
659
Private Trust Company
Ohio
$678K +$77.9K +1,118 +14%
PA
660
Profund Advisors
Maryland
$678K +$11.8K +170 +2%
GBT
661
Grove Bank & Trust
Florida
$678K +$531K +7,617 +499%
DAS
662
Diversify Advisory Services
Utah
$676K +$640K +9,180 New
SC
663
Syon Capital
California
$676K -$598K -8,574 -48%
GVAG
664
Great Valley Advisor Group
Delaware
$671K +$10.4K +149 +2%
CFB
665
Cullen/Frost Bankers
Texas
$659K +$21.6K +310 +4%
PA
666
Prossimo Advisors
California
$654K -$121K -1,740 -16%
GCP
667
GSA Capital Partners
United Kingdom
$653K +$614K +8,812 New
9WM
668
9258 Wealth Management
Ohio
$653K -$70 -1 -0%
IIM
669
Intact Investment Management
Quebec, Canada
$652K
EF
670
Empowered Funds
Pennsylvania
$644K -$1.06M -15,267 -64%
FIM
671
Freedom Investment Management
Connecticut
$637K +$50.9K +730 +9%
NB
672
NBT Bank
New York
$633K
JIC
673
Johnson Investment Counsel
Ohio
$630K -$31.6K -453 -5%
WJWM
674
Williams Jones Wealth Management
New York
$629K
NP
675
NorthRock Partners
Minnesota
$626K -$90.3K -1,296 -13%