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Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
1801
Palisades Hudson Asset Management
Florida
$307K -$54.4K -460 -13%
EA
1802
Emerald Advisers
Pennsylvania
$307K -$8.99K -76 -2%
CAL
1803
Capital Analysts LLC
Pennsylvania
$307K +$57.4K +485 +19%
MA
1804
MBA Advisors
Pennsylvania
$305K -$2.84K -24 -0.8%
CFA
1805
CWS Financial Advisors
Michigan
$304K +$2.48K +21 +0.7%
OWA
1806
One Wealth Advisors
California
$303K -$44K -372 -11%
NWM
1807
Northcape Wealth Management
New York
$303K -$26.1K -221 -7%
SA
1808
Syntax Advisors
New York
$303K +$115K +973 +49%
VCG
1809
Vantage Consulting Group
Virginia
$303K +$115K +973 +49%
SWM
1810
Silverlake Wealth Management
Vermont
$303K -$3.78K -32 -1%
OPW
1811
Oxler Private Wealth
New York
$302K +$710 +6 +0.2%
Jones Financial Companies
1812
Jones Financial Companies
Missouri
$302K +$36.1K +305 +12%
ESCM
1813
Echo Street Capital Management
New York
$302K +$350K +2,956 New
CFO
1814
Collective Family Office
Pennsylvania
$301K -$3.9K -33 -1%
RB
1815
Renasant Bank
Mississippi
$300K +$6.03K +51 +2%
FNT
1816
First Nebraska Trust
Nebraska
$299K
PPW
1817
Pasadena Private Wealth
California
$299K -$1.18K -10 -0.3%
MPCL
1818
My Personal CFO LLC
Washington
$299K +$346K +2,927 New
NRW
1819
Nova R Wealth
Kansas
$298K +$6.03K +51 +2%
LNWTC
1820
Laird Norton Wetherby Trust Company
Washington
$296K -$102K -859 -23%
CWA
1821
CM Wealth Advisors
Ohio
$294K +$339K +2,866 New
SOAG
1822
Silver Oak Advisory Group
Oregon
$292K -$18.6K -157 -5%
OL
1823
Optas LLC
Texas
$292K +$14.9K +126 +5%
OCPWS
1824
One Charles Private Wealth Services
Massachusetts
$292K +$18.8K +159 +6%
PWMG
1825
Prestige Wealth Management Group
New Jersey
$291K +$54.6K +462 +19%