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Name Holding Trade Value Shares
Change
Change in
Stake
TA
776
Tiedemann Advisors
New York
$238K -$55.9K -1,189 -20%
BHIA
777
Birch Hill Investment Advisors
Massachusetts
$238K – – –
IWA
778
Intercontinental Wealth Advisors
Texas
$237K -$282 -6 -0.1%
GCA
779
Gideon Capital Advisors
New York
$234K -$1.57M -33,333 -88%
CC
780
Courier Capital
New York
$234K +$47 +1 +0%
PWPS
781
Pinnacle Wealth Planning Services
Ohio
$234K +$221K +4,706 New
SWMG
782
Strategic Wealth Management Group
Maryland
$231K +$218K +4,643 New
ST
783
Smithfield Trust
Pennsylvania
$228K +$3.2K +68 +2%
APG
784
Abacus Planning Group
South Carolina
$226K -$9.4K -200 -4%
NPPM
785
North Point Portfolio Managers
Ohio
$224K +$212K +4,500 New
P
786
&Partners
Tennessee
$223K +$211K +4,493 New
CAM
787
Cresset Asset Management
Illinois
$222K +$33.1K +705 +19%
WAM
788
Wakefield Asset Management
Colorado
$222K +$182K +3,870 +654%
LA
789
Legacy Advisors
Pennsylvania
$221K – – –
TCOV
790
Trust Company of Vermont
Vermont
$221K – – –
EWA
791
EP Wealth Advisors
California
$221K +$209K +4,447 New
IRC
792
Investors Research Corp
Georgia
$220K – – –
BCM
793
BTC Capital Management
Iowa
$219K -$3.58M -76,139 -95%
SFG
794
SevenBridge Financial Group
Pennsylvania
$216K -$7K -149 -3%
CB
795
CNB Bank
Pennsylvania
$215K +$3.15K +67 +2%
GC
796
Gilbert & Cook
Iowa
$215K +$204K +4,332 New
SIA
797
Strategic Investment Advisors
Michigan
$215K +$205K +4,353 New
AssetMark Inc
798
AssetMark Inc
California
$212K -$3.9K -83 -2%
SMH
799
Sanders Morris Harris
Texas
$212K +$200K +4,250 New
MCM
800
Maple Capital Management
Vermont
$209K +$197K +4,200 New