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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1126
Twin Capital Management
Pennsylvania
$767K -$593K -5,370 -40%
DWM
1127
Dakota Wealth Management
Florida
$760K -$2M -18,117 -70%
WPW
1128
Waldron Private Wealth
Pennsylvania
$754K -$33.1K -300 -4%
Lido Advisors
1129
Lido Advisors
California
$754K -$26.8K -243 -3%
PJSIMP
1130
P.J. Schmidt Investment Management (PJS)
Wisconsin
$754K +$98.7K +894 +13%
PFU
1131
Parus Finance (UK)
United Kingdom
$753K +$14.4K +130 +2%
BSW
1132
Buckingham Strategic Wealth
Missouri
$753K +$27.2K +246 +3%
LWS
1133
Lucia Wealth Services
California
$753K +$567K +5,132 +188%
IWS
1134
Insight Wealth Strategies
California
$748K -$1.18M -10,732 -58%
BCM
1135
Birmingham Capital Management
Alabama
$747K
FNBT
1136
FineMark National Bank & Trust
Florida
$746K -$23.7K -215 -3%
CAM
1137
Close Asset Management
United Kingdom
$745K -$28.7K -260 -3%
PFSC
1138
Peoples Financial Services Corp
Pennsylvania
$745K +$806K +7,300 +1,508%
HIIFS
1139
Harel Insurance Investments & Financial Services
Israel
$743K -$320K -2,899 -27%
CTA
1140
Colonial Trust Advisors
South Carolina
$743K +$856K +7,757 New
HSA
1141
HBK Sorce Advisory
Pennsylvania
$739K -$1.99K -18 -0.2%
HFM
1142
Harvest Fund Management
China
$738K +$293K +2,650 +50%
NERM
1143
New England Research & Management
Illinois
$732K +$439K +3,975 +108%
HH
1144
Hilltop Holdings
Texas
$727K -$10.7K -97 -1%
SC
1145
Savant Capital
Illinois
$725K +$52.9K +479 +7%
VFPI
1146
Vantage Financial Partners (Illinois)
Illinois
$723K +$33.1K +300 +4%
SSWM
1147
Sheets Smith Wealth Management
North Carolina
$720K -$8.28K -75 -1%
CC
1148
Caldera Capital
Texas
$718K +$828K +7,500 New
PG
1149
Patten Group
Tennessee
$715K -$57.6K -522 -7%
BWAM
1150
Boyd Watterson Asset Management
Ohio
$713K +$221K +2,004 +37%