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Name Holding Trade Value Shares
Change
Change in
Stake
VIA
651
Vickerman Investment Advisors
Washington
$2.54M +$386K +5,655 +17%
WF
652
Welch & Forbes
Massachusetts
$2.54M -$16.5K -242 -0.6%
IWC
653
Integrated Wealth Concepts
Massachusetts
$2.53M +$860K +12,615 +50%
LT
654
Legacy Trust
Michigan
$2.53M +$102K +1,494 +4%
SGA
655
Strategic Global Advisors
California
$2.51M +$2.56M +37,600 New
NA
656
NewEdge Advisors
Louisiana
$2.51M -$147K -2,161 -5%
OCA
657
Otter Creek Advisors
Florida
$2.5M +$2.56M +37,500 New
PCIA
658
Prime Capital Investment Advisors
Kansas
$2.5M +$1.25M +18,337 +96%
BCB
659
Brian C. Broderick
$2.49M -$85.2K -1,250 -3%
RWA
660
Roberts Wealth Advisors
California
$2.48M +$402K +5,899 +19%
PFMU
661
Privium Fund Management (UK)
United Kingdom
$2.47M +$1.48M +21,750 +139%
CFB
662
Cullen/Frost Bankers
Texas
$2.46M -$590K -8,648 -19%
IFWM
663
Institute for Wealth Management
Colorado
$2.46M -$13.5K -198 -0.5%
GMA
664
Glassy Mountain Advisors
Maryland
$2.45M +$2.51M +36,764 New
LS
665
Livforsakringsbolaget Skandia
Sweden
$2.45M +$1.3M +19,100 +108%
EH
666
Equitable Holdings
New York
$2.45M -$827K -12,132 -25%
FTC
667
Farmers Trust Company
Ohio
$2.44M +$13.8K +203 +0.6%
V
668
Veritable
Delaware
$2.43M -$225K -3,294 -8%
EF
669
Empirical Finance
Pennsylvania
$2.43M +$274K +4,018 +12%
LCM
670
Lazari Capital Management
California
$2.43M +$2.48M +36,343 New
RG
671
Richelieu Gestion
France
$2.4M +$581K +8,524 +31%
MYLI
672
Meiji Yasuda Life Insurance
Japan
$2.4M +$1.56M +22,858 +175%
VFA
673
Valeo Financial Advisors
Indiana
$2.39M -$145K -2,133 -4%
PP
674
Prudential plc
United Kingdom
$2.38M -$643K -9,429 -21%
JGUA
675
John G. Ullman & Associates
New York
$2.38M -$419K -6,150 -15%