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Name Holding Trade Value Shares
Change
Change in
Stake
YWP
951
YorkBridge Wealth Partners
New York
$2.19M +$78.7K +733 +4%
ACP
952
Aviance Capital Partners
Florida
$2.19M +$127K +1,181 +7%
WAS
953
Winch Advisory Services
Wisconsin
$2.17M +$9.66K +90 +0.5%
ANTB
954
AMG National Trust Bank
Colorado
$2.17M +$64.6K +602 +4%
PFS
955
Physicians Financial Services
North Carolina
$2.17M -$20.6K -192 -1%
TAM
956
Tocqueville Asset Management
New York
$2.15M -$782K -7,280 -30%
APP
957
Avantax Planning Partners
Iowa
$2.15M -$57K -531 -3%
LS
958
Livforsakringsbolaget Skandia
Sweden
$2.15M +$215K +2,000 +13%
VFA
959
Valeo Financial Advisors
Indiana
$2.14M +$36.5K +340 +2%
WANY
960
Wealthspire Advisors (New York)
New York
$2.14M +$229K +2,130 +14%
IFWM
961
Institute for Wealth Management
Colorado
$2.13M +$105K +980 +6%
PIP
962
Peachtree Investment Partners
Florida
$2.13M -$11.2K -104 -0.6%
EH
963
Employers Holdings
Nevada
$2.12M -$354K -3,300 -16%
SC
964
Searle & Co
Connecticut
$2.11M
MFW
965
Meristem Family Wealth
Minnesota
$2.11M -$28.9K -269 -2%
GT
966
Glenview Trust
Kentucky
$2.09M -$9.02K -84 -0.5%
BO
967
BRR OpCo
Ohio
$2.09M +$53.8K +501 +3%
EA
968
Ellsworth Advisors
Ohio
$2.08M +$3.97K +37 +0.2%
AAM
969
Auxier Asset Management
Oregon
$2.08M
GLA
970
Great Lakes Advisors
Illinois
$2.08M +$29.3K +273 +2%
PF
971
Phoenix Financial
Israel
$2.08M -$1.2M -11,186 -39%
S
972
Seeyond
France
$2.07M -$166K -1,545 -9%
SP
973
Symmetry Partners
Connecticut
$2.07M +$577K +5,377 +48%
EP
974
Edgestream Partners
New Jersey
$2.05M -$23.3M -216,960 -93%
IIA
975
ICW Investment Advisors
Arizona
$2.05M +$13.2K +123 +0.8%