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Name Holding Trade Value Shares
Change
Change in
Stake
NPA
651
Nichols & Pratt Advisers
Massachusetts
$1.67M -$1.34M -13,785 -46%
BFA
652
Buttonwood Financial Advisors
Maryland
$1.67M -$464K -4,762 -23%
EI
653
EDMP Inc
Florida
$1.67M -$731K -7,500 -32%
CS
654
Cannell & Spears
New York
$1.67M -$367K -3,770 -19%
IAA
655
Independent Advisor Alliance
North Carolina
$1.66M -$728K -7,465 -31%
AA
656
Altman Advisors
Illinois
$1.66M +$1.59M +16,277 New
PPWP
657
Premier Path Wealth Partners
New Jersey
$1.66M -$211K -2,169 -12%
BFEC
658
Benjamin F. Edwards & Company
Missouri
$1.66M -$307K -3,153 -16%
CT
659
Caldwell Trust
Florida
$1.65M -$1.26M -12,922 -44%
KFP
660
KMG Fiduciary Partners
Ohio
$1.65M -$152K -1,562 -9%
AC
661
Abbrea Capital
California
$1.64M -$383K -3,927 -20%
PI
662
PFG Investments
New York
$1.64M -$599K -6,146 -28%
RPC
663
Rossmore Private Capital
Connecticut
$1.64M -$331K -3,397 -17%
CIG
664
Cairn Investment Group
Washington
$1.62M -$332K -3,408 -18%
CFG
665
Citizens Financial Group
Rhode Island
$1.62M -$39.8K -408 -3%
FMWA
666
Forvis Mazars Wealth Advisors
Missouri
$1.61M +$327K +3,354 +27%
Bank Julius Baer & Co
667
Bank Julius Baer & Co
Switzerland
$1.6M -$825K -8,459 -38%
WFAG
668
Wescott Financial Advisory Group
Pennsylvania
$1.6M +$614K +6,304 +68%
BSW
669
Buckingham Strategic Wealth
Missouri
$1.6M -$690K -7,082 -31%
FNBTCON
670
First National Bank & Trust Co of Newtown
Pennsylvania
$1.58M -$291K -2,990 -16%
IIM
671
Ipswich Investment Management
Massachusetts
$1.58M -$310K -3,180 -17%
BMCM
672
Bryn Mawr Capital Management
Pennsylvania
$1.58M -$305K -3,134 -17%
NRS
673
Neville Rodie & Shaw
New York
$1.58M -$295K -3,029 -16%
CC
674
Courier Capital
New York
$1.58M -$290K -2,975 -16%
AT
675
Arden Trust
Delaware
$1.57M -$308K -3,155 -17%