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Name Holding Trade Value Shares
Change
Change in
Stake
NWP
651
Northstar Wealth Partners
Connecticut
$3.11M +$183K +1,456 +7%
TPWA
652
TRUE Private Wealth Advisors
Oregon
$3.1M +$422K +3,352 +16%
BOH
653
Bank of Hawaii
Hawaii
$3.09M +$59.5K +472 +2%
CWM
654
Concentric Wealth Management
California
$3.05M +$98K +778 +3%
S
655
Surevest
California
$3.05M +$389K +3,089 +15%
WKWM
656
Walter & Keenan Wealth Management
Indiana
$3.04M +$2.7M +21,413 +1,119%
BIM
657
Bridges Investment Management
Nebraska
$3.02M -$297K -2,356 -9%
HAG
658
HighPoint Advisor Group
Illinois
$3.01M -$136K -1,078 -4%
ET
659
Equitable Trust
Tennessee
$2.99M -$330K -2,620 -10%
GC
660
Gratus Capital
Georgia
$2.99M -$22.7K -180 -0.8%
TPCW
661
TD Private Client Wealth
New York
$2.97M +$827K +6,566 +41%
NME
662
Notis-McConarty Edward
$2.96M -$107K -849 -4%
PWM
663
Perigon Wealth Management
California
$2.96M +$344K +2,734 +14%
EAM
664
Erste Asset Management
Austria
$2.96M +$2.86M +22,724 New
TWA
665
TCI Wealth Advisors
Arizona
$2.92M -$19K -151 -0.7%
SPC
666
Sigma Planning Corp
Michigan
$2.91M +$556K +4,410 +25%
BFIM
667
Beese Fulmer Investment Management
Ohio
$2.89M -$44.5K -353 -2%
FMW
668
Farr Miller & Washington
District of Columbia
$2.89M -$20.7K -164 -0.7%
SAM
669
SP Asset Management
California
$2.86M +$24.7K +196 +0.9%
Koshinski Asset Management
670
Koshinski Asset Management
Illinois
$2.85M -$8.19K -65 -0.3%
GAM
671
Garrison Asset Management
Arkansas
$2.85M -$15.6K -124 -0.6%
MCM
672
Mengis Capital Management
Oregon
$2.84M +$43.9K +348 +2%
BAM
673
Bruderman Asset Management
New York
$2.83M +$2.75M +21,805 New
CAM
674
Cresset Asset Management
Illinois
$2.83M -$1.09M -8,615 -28%
GIM
675
Guardian Investment Management
California
$2.83M +$116K +921 +4%