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Name Holding Trade Value Shares
Change
Change in
Stake
WPW
1301
Waldron Private Wealth
Pennsylvania
$3.28M +$9.02K +182 +0.3%
JWM
1302
Jeppson Wealth Management
California
$3.28M -$51.6K -1,042 -2%
WDA
1303
Wendell David Associates
New Hampshire
$3.27M +$892 +18 +0%
CA
1304
CoreCap Advisors
Michigan
$3.27M +$2.74M +55,328 New
FHB
1305
First Hawaiian Bank
Hawaii
$3.27M +$333K +6,729 +14%
RCM
1306
RNC Capital Management
California
$3.25M +$95.9K +1,935 +4%
KFP
1307
Keystone Financial Planning
Ohio
$3.25M -$8.75M -176,640 -76%
NB
1308
Northwest Bancshares
Pennsylvania
$3.23M -$793 -16 -0%
CA
1309
Cornerstone Advisory
Maryland
$3.23M -$83.4K -1,683 -3%
OQS
1310
Occudo Quantitative Strategies
Florida
$3.23M +$2.71M +54,634 New
EL
1311
Essex LLC
Illinois
$3.22M +$479K +9,667 +22%
CWM
1312
Cornerstone Wealth Management
Missouri
$3.21M +$96.6K +1,949 +4%
ET
1313
Equitable Trust
Tennessee
$3.21M +$282K +5,694 +12%
RWM
1314
Ritholtz Wealth Management
New York
$3.21M +$395K +7,965 +17%
PCM
1315
Perkins Capital Management
Minnesota
$3.2M -$2.48K -50 -0.1%
WFM
1316
Wolff Financial Management
Michigan
$3.2M +$2.68M +54,178 New
TCM
1317
Telos Capital Management
California
$3.2M +$5.9K +119 +0.2%
CA
1318
Claro Advisors
Massachusetts
$3.2M +$18.9K +382 +0.7%
WTA
1319
Washington Trust Advisors
Massachusetts
$3.2M +$2.68M +54,120 New
NPA
1320
Nichols & Pratt Advisers
Massachusetts
$3.19M -$235K -4,750 -8%
FAIM
1321
Financial Advocates Investment Management
Washington
$3.19M -$13.1K -265 -0.5%
SIA
1322
Strategic Investment Advisors
Michigan
$3.19M -$18.5K -373 -0.7%
TAM
1323
Trust Asset Management
Texas
$3.18M
TSWM
1324
Tyler-Stone Wealth Management
Ohio
$3.18M +$2.67M +53,838 New
QPWM
1325
Quadrant Private Wealth Management
Pennsylvania
$3.18M +$334K +6,732 +14%