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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
551
JFS Wealth Advisors
Pennsylvania
$270K +$7.48K +1 +3%
AC
552
AlphaCore Capital
California
$270K -$7.48K -1 -3%
GT
553
Glenmede Trust
Pennsylvania
$270K +$277K +37 New
GWM
554
Geneos Wealth Management
Colorado
$263K – – –
QIM
555
Quantitative Investment Management
Virginia
$262K +$269K +36 New
AM
556
Atwater Malick
Pennsylvania
$255K -$7.48K -1 -3%
PWS
557
Pursuit Wealth Strategies
North Carolina
$255K +$262K +35 New
AF
558
Allworth Financial
California
$251K +$59.8K +8 +31%
Fisher Asset Management
559
Fisher Asset Management
Washington
$249K +$59.8K +8 +31%
GIA
560
Guyasuta Investment Advisors
Pennsylvania
$248K – – –
Baird Financial Group
561
Baird Financial Group
Wisconsin
$248K -$22.4K -3 -8%
HIA
562
Harbor Investment Advisory
Maryland
$248K -$15K -2 -6%
TAM
563
Trust Asset Management
Texas
$248K -$7.48K -1 -3%
BFM
564
Boothbay Fund Management
New York
$248K +$254K +34 New
KCP
565
Kera Capital Partners
California
$244K – – –
SDWMA
566
Schneider Downs Wealth Management Advisors
Pennsylvania
$241K – – –
P
567
&Partners
Tennessee
$241K -$37.4K -5 -13%
CAG
568
Crestwood Advisors Group
Massachusetts
$241K +$7.48K +1 +3%
BCWM
569
Bartlett & Co Wealth Management
Ohio
$233K – – –
ML
570
McAdam LLC
Pennsylvania
$233K +$239K +32 New
SC
571
Syon Capital
California
$233K +$239K +32 New
PP
572
Prudential plc
United Kingdom
$226K – – –
Carson Wealth (CWM LLC)
573
Carson Wealth (CWM LLC)
Nebraska
$219K +$22.4K +3 +11%
DOA
574
D'Orazio & Associates
Virginia
$219K – – –
AWA
575
Aaron Wealth Advisors
Illinois
$219K -$164K -22 -42%