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NOW

Name Holding Trade Value Shares
Change 		Change in
Stake
VF
851
Vest Financial
Virginia
$3.38M +$654K +3,500 +24%
WPW
852
Waldron Private Wealth
Pennsylvania
$3.36M +$47.6K +255 +1%
LFG
853
Lazard Frères Gestion
France
$3.35M -$280K -1,500 -8%
SSWM
854
Smith Salley Wealth Management
North Carolina
$3.3M +$868K +4,645 +35%
QPW
855
Quantum Private Wealth
Florida
$3.28M +$7.47K +40 +0.2%
WWM
856
Western Wealth Management
Colorado
$3.27M +$182K +975 +6%
WM
857
Whitford Management
New York
$3.27M -$1.43M -7,650 -30%
PCIG
858
Partners Capital Investment Group
Massachusetts
$3.25M – – –
KWM
859
Kingsview Wealth Management
Oregon
$3.25M +$520K +2,785 +19%
PS
860
Principal Securities
Iowa
$3.24M +$457K +2,445 +16%
IA
861
Icon Advisers
Colorado
$3.24M – – –
DCM
862
Davidson Capital Management
Texas
$3.24M +$391K +2,095 +13%
CWM
863
Cabot Wealth Management
Massachusetts
$3.24M -$1.24M -6,645 -27%
BP
864
Ballentine Partners
Massachusetts
$3.23M -$69.1K -370 -2%
SWM
865
Sculati Wealth Management
Michigan
$3.22M -$29.9K -160 -0.9%
FRA
866
Frank Rimerman Advisors
California
$3.22M -$23.3K -125 -0.7%
BWM
867
Bosman Wealth Management
California
$3.21M -$388K -2,075 -11%
PP
868
PDS Planning
Ohio
$3.19M +$47.6K +255 +1%
WAOTB
869
Wealth Advisors of Tampa Bay
Florida
$3.18M +$1.97M +10,550 +156%
GCA
870
Gallagher Capital Advisors
Texas
$3.14M -$85.9K -460 -3%
GS
871
GTS Securities
Florida
$3.1M -$5.66M -30,315 -64%
SBFM
872
S-Bank Fund Management
Finland
$3.1M -$41.1K -220 -1%
RA
873
RFG Advisory
Alabama
$3.08M -$1.45M -7,750 -32%
GIC
874
Generali Investments CEE
Czech Republic
$3.07M -$55.1K -295 -2%
AC
875
AlphaCore Capital
California
$3.07M +$280K +1,500 +10%
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