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Name Holding Trade Value Shares
Change
Change in
Stake
WA
201
Wealth Alliance
New York
$1.07M +$112K +907 +13%
MCM
202
MAI Capital Management
Ohio
$1.06M -$8.5K -69 -0.9%
CB
203
Commerce Bank
Missouri
$1.05M +$511K +4,145 +122%
AC
204
Abbrea Capital
California
$1.05M
CHAM
205
Clear Harbor Asset Management
Connecticut
$1.04M -$740 -6 -0.1%
TC
206
TownSquare Capital
Utah
$1.03M +$325K +2,636 +63%
WI
207
WrapManager Inc
California
$1.01M +$79.7K +647 +10%
BF
208
BOK Financial
Oklahoma
$997K +$63.7K +517 +8%
DBT
209
Dubuque Bank & Trust
Iowa
$995K +$876K +7,104 New
OSAM
210
O'Shaughnessy Asset Management
Connecticut
$953K +$597K +4,845 +247%
LJAC
211
L.J. Altfest & Co
New York
$945K +$31.3K +254 +4%
CCA
212
Checchi Capital Advisers
California
$943K +$1.36K +11 +0.2%
AA
213
ALPS Advisors
Colorado
$917K +$12.4K +101 +2%
BC
214
Burney Company
Virginia
$916K +$20.5K +166 +3%
MP
215
Marlowe Partners
New York
$862K -$2.7M -21,941 -78%
YWP
216
YorkBridge Wealth Partners
New York
$848K -$4.31K -35 -0.6%
LA
217
LVW Advisors
New York
$832K +$65.3K +530 +10%
PAS
218
Park Avenue Securities
New York
$832K +$733K +5,945 New
HTC
219
Haverford Trust Company
Pennsylvania
$831K -$17K -138 -2%
P
220
Pitcairn
Pennsylvania
$830K +$123K +998 +20%
HW
221
Hancock Whitney
Mississippi
$826K -$100K -814 -12%
PFM
222
Parsec Financial Management
North Carolina
$812K -$124K -1,007 -15%
WAM
223
Wealthspire Advisors (Maryland)
Maryland
$805K +$24.4K +198 +4%
SCM
224
SOL Capital Management
Maryland
$799K
CP
225
Covenant Partners
Tennessee
$797K -$58.4K -474 -8%