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Name Holding Trade Value Shares
Change
Change in
Stake
HCPC
676
Hamilton Capital Partners (Canada)
$535K
PSP
677
Principal Street Partners
Tennessee
$534K +$37.2K +598 +8%
WJWM
678
Williams Jones Wealth Management
New York
$534K
VVP
679
Venture Visionary Partners
Ohio
$532K +$35.9K +576 +7%
EWM
680
Empirical Wealth Management
Washington
$532K -$10.4K -167 -2%
CTC
681
Central Trust Company
Missouri
$529K +$22.4K +359 +4%
IFWM
682
Institute for Wealth Management
Colorado
$528K -$1.37K -22 -0.3%
CWP
683
Cyndeo Wealth Partners
Florida
$527K -$2.06K -33 -0.4%
SM
684
Sweeney & Michel
California
$526K +$4.17K +67 +0.8%
BIC
685
Beach Investment Counsel
Pennsylvania
$522K +$62.3K +1,000 +14%
UCFA
686
United Capital Financial Advisors
Texas
$520K -$182K -2,921 -26%
BFEC
687
Benjamin F. Edwards & Company
Missouri
$513K +$1.06K +17 +0.2%
DI
688
DFPG Investments
Utah
$511K -$119K -1,914 -18%
IPW
689
Impact Partnership Wealth
Georgia
$507K +$498K +7,992 +12,488%
NB
690
NBT Bank
New York
$504K
BCA
691
Bay Colony Advisors
Massachusetts
$503K -$6.79K -109 -1%
EP
692
Edgestream Partners
New Jersey
$499K +$494K +7,934 New
SYBT
693
Stock Yards Bank & Trust
Kentucky
$491K +$3.42K +55 +0.7%
NFA
694
Northern Financial Advisors
Michigan
$491K -$11.9K -191 -2%
TAM
695
Trust Asset Management
Texas
$489K
CM
696
Capula Management
Cayman Islands
$488K +$483K +7,760 New
PWPS
697
Pinnacle Wealth Planning Services
Ohio
$488K -$2.55K -41 -0.5%
LAS
698
Lloyd Advisory Services
Georgia
$483K +$478K +7,680 New
NG
699
Norden Group
Utah
$483K +$478K +7,680 New
BHPW
700
Beverly Hills Private Wealth
California
$475K -$436K -7,005 -48%