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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1176
EP Wealth Advisors
California
$518K +$90K +951 +24%
BW
1177
Bison Wealth
Georgia
$514K +$22K +232 +5%
EDRH
1178
Edmond de Rothschild Holding
Switzerland
$509K -$330K -3,481 -42%
Capstone Investment Advisors
1179
Capstone Investment Advisors
New York
$508K +$463K +4,895 New
BP
1180
Ballentine Partners
Massachusetts
$505K +$25.4K +268 +6%
1WA
1181
180 Wealth Advisors
Washington
$504K -$45.3K -479 -9%
MFG
1182
Magnus Financial Group
New York
$502K +$9.18K +97 +2%
Fayez Sarofim & Co
1183
Fayez Sarofim & Co
Texas
$501K
FMB
1184
Field & Main Bank
Kentucky
$501K +$456K +4,820 New
FTC
1185
Farmers Trust Company
Ohio
$499K +$9.47K +100 +2%
GEA
1186
Glen Eagle Advisors
New Jersey
$499K
PWMG
1187
Prestige Wealth Management Group
New Jersey
$498K -$35.5K -375 -7%
TSW
1188
Thompson Siegel & Walmsley
Virginia
$493K -$142K -1,500 -24%
SP
1189
Successful Portfolios
Florida
$493K +$852 +9 +0.2%
GCM
1190
Gables Capital Management
Florida
$491K -$56.8K -600 -11%
MOS
1191
MGO One Seven
Ohio
$491K +$158K +1,668 +54%
ACM
1192
Allred Capital Management
Texas
$489K +$19.7K +208 +5%
CAMG
1193
CWA Asset Management Group
Florida
$487K +$150K +1,583 +51%
BWM
1194
Biltmore Wealth Management
Arizona
$486K +$443K +4,677 New
NFG
1195
Next Financial Group
Texas
$484K -$457K -4,825 -51%
MFP
1196
Meridian Financial Partners
Virginia
$484K +$28.4K +300 +7%
LBD
1197
Landsberg Bennett & Dubbaneh
Florida
$484K +$123K +1,297 +39%
NFH
1198
NEXT Financial Holdings
Texas
$484K +$441K +4,658 New
PHAM
1199
Palisades Hudson Asset Management
Florida
$483K
BIA
1200
Bigelow Investment Advisors
Maine
$482K