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Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
826
Red Door Wealth Management
Tennessee
$267K +$262K +4,715 New
TPWA
827
TRUE Private Wealth Advisors
Oregon
$266K -$19.6K -354 -7%
WPC
828
Wedmont Private Capital
Pennsylvania
$265K +$253K +4,558 New
SWM
829
Silverlake Wealth Management
Vermont
$264K +$222 +4 +0.1%
AF
830
Advisornet Financial
Minnesota
$262K -$9.1K -164 -3%
GFG
831
Goldstone Financial Group
Illinois
$261K +$59.9K +1,079 +31%
AFT
832
Alpha Family Trust
California
$259K +$24.4K +440 +11%
P
833
Pitcairn
Pennsylvania
$259K -$85K -1,531 -25%
WSC
834
Wellington Shields & Co
New York
$257K
HR
835
Howe & Rusling
New York
$255K -$97.2K -1,751 -28%
Jacobs Levy Equity Management
836
Jacobs Levy Equity Management
New Jersey
$254K -$4.5M -81,010 -95%
PWP
837
Private Wealth Partners
California
$254K
FAIM
838
Financial Advocates Investment Management
Washington
$254K +$111 +2 +0%
MG
839
Mather Group
Illinois
$253K -$10.4K -187 -4%
BBWP
840
Beacon Bridge Wealth Partners
Pennsylvania
$253K +$11.7K +210 +5%
WAM
841
Worth Asset Management
Texas
$253K +$3.94K +71 +2%
OIA
842
Optimum Investment Advisors
Illinois
$252K
PBO
843
Peoples Bank (Ohio)
Ohio
$251K -$8.71K -157 -3%
BWM
844
BlackDiamond Wealth Management
New York
$251K -$277 -5 -0.1%
CHC
845
City Holding Co
West Virginia
$251K -$15K -270 -6%
SIM
846
Sentry Investment Management
Wisconsin
$249K
LCGC
847
Legacy Capital Group California
California
$249K -$701K -12,625 -74%
CIP
848
Capital Insight Partners
Arizona
$248K -$20.1K -362 -8%
CCA
849
Cobblestone Capital Advisors
New York
$246K
SIC
850
Sterling Investment Counsel
New York
$245K +$8.49K +153 +4%