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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
701
Wealthspire Advisors (Maryland)
Maryland
$4.91M -$652K -19,126 -11%
GHA
702
GW Henssler & Associates
Georgia
$4.9M +$5.39M +158,183 New
HAIM
703
Hunter Associates Investment Management
Pennsylvania
$4.9M +$26.3K +771 +0.5%
ACM
704
Advent Capital Management
New York
$4.9M +$5.39M +158,100 New
CIA
705
Choate Investment Advisors
Massachusetts
$4.89M -$72.3K -2,123 -1%
AF
706
Alerus Financial
North Dakota
$4.89M -$1.61M -47,313 -23%
HWA
707
Heritage Wealth Advisors
Virginia
$4.88M +$4.9M +143,840 +1,055%
GCM
708
Garland Capital Management
Washington
$4.87M +$24.9K +731 +0.5%
EFIC
709
Eliot Finkel Investment Counsel
California
$4.83M -$89.8K -2,635 -2%
HWM
710
Holloway Wealth Management
Florida
$4.81M
NIM
711
Northeast Investment Management
Massachusetts
$4.81M +$12.6K +371 +0.2%
LBC
712
Lowe Brockenbrough & Co
Virginia
$4.81M +$96.5K +2,832 +2%
OIM
713
Opus Investment Management
Massachusetts
$4.8M -$53.9K -1,581 -1%
SS
714
Simplicity Solutions
Minnesota
$4.79M +$1.19M +34,894 +29%
DWM
715
Dorchester Wealth Management
Quebec, Canada
$4.76M -$124K -3,642 -2%
AMG
716
Advisors Management Group
Wisconsin
$4.76M +$200K +5,876 +4%
PHK
717
Point72 Hong Kong
Hong Kong
$4.75M +$4.12M +121,042 +376%
Lido Advisors
718
Lido Advisors
California
$4.72M -$28.6K -839 -0.5%
AMI
719
Amica Mutual Insurance
Rhode Island
$4.72M -$1.48M -43,579 -22%
RMDI
720
R.M. Davis Inc
Maine
$4.71M +$970K +28,467 +23%
RMAM
721
Raab & Moskowitz Asset Management
New Jersey
$4.7M +$238K +6,979 +5%
BIC
722
Beach Investment Counsel
Pennsylvania
$4.69M -$7.19K -211 -0.1%
FAM
723
Fred Alger Management
New York
$4.68M +$2.27M +66,608 +79%
PWAG
724
Polaris Wealth Advisory Group
California
$4.67M -$12.8M -374,760 -71%
MA
725
Montag & Associates
Georgia
$4.67M -$256K -7,504 -5%