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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1351
MinichMacGregor Wealth Management
New York
$2.15M +$239K +11,520 +12%
PT
1352
Plimoth Trust
Massachusetts
$2.15M +$438K +21,070 +25%
NFSG
1353
Newbridge Financial Services Group
Florida
$2.15M -$79.1K -3,810 -4%
GM
1354
GeoWealth Management
Illinois
$2.15M +$2.15M +103,540 New
RWB
1355
RMR Wealth Builders
New Jersey
$2.14M +$201K +9,670 +10%
WP
1356
WMS Partners
Maryland
$2.14M -$7.89K -380 -0.4%
SAM
1357
Strategy Asset Managers
California
$2.14M -$38.4K -1,850 -2%
VWM
1358
Vigilare Wealth Management
Arizona
$2.13M -$99.9K -4,810 -4%
WP
1359
WealthSource Partners
California
$2.13M -$48K -2,310 -2%
ACM
1360
AlphaCrest Capital Management
New York
$2.12M -$951K -45,820 -31%
WA1
1361
Wimmer Associates 1
California
$2.12M +$20.8K +1,000 +1%
HIM
1362
Hanlon Investment Management
New Jersey
$2.12M +$94.7K +4,560 +5%
SAM
1363
Silvercrest Asset Management
New York
$2.11M -$151K -7,250 -7%
NDSI
1364
Newman Dignan & Sheerar Inc
Rhode Island
$2.11M +$142K +6,850 +7%
RF
1365
Robbins Farley
New Hampshire
$2.11M +$2.11M +101,670 New
PWM
1366
Palumbo Wealth Management
New York
$2.1M -$374K -18,010 -15%
MGIA
1367
Moneta Group Investment Advisors
Missouri
$2.1M -$6.31M -303,790 -75%
CST
1368
Charles Schwab Trust
Nevada
$2.09M +$97.2K +4,680 +5%
NP
1369
NorthRock Partners
Minnesota
$2.09M -$3.11M -149,650 -60%
BFS
1370
Bradley Foster & Sargent
Connecticut
$2.08M +$146K +7,030 +8%
Flossbach Von Storch
1371
Flossbach Von Storch
Germany
$2.07M +$2.08M +100,000 New
TCOT
1372
Trust Company of Toledo
Ohio
$2.07M -$184K -8,880 -8%
AIM
1373
Axiom Investment Management
New York
$2.07M +$645K +31,040 +45%
BOPW
1374
Brandywine Oak Private Wealth
Pennsylvania
$2.07M +$454K +21,880 +28%
CWA
1375
Canvas Wealth Advisors
Kansas
$2.06M +$41.9K +2,020 +2%