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Name Holding Trade Value Shares
Change
Change in
Stake
AHC
651
Adell Harriman & Carpenter
Texas
$3.65M -$869K -11,311 -19%
EWM
652
Evercore Wealth Management
New York
$3.65M -$230K -2,992 -6%
BRWA
653
B. Riley Wealth Advisors
Florida
$3.64M +$10.3K +134 +0.3%
WP
654
Wedgewood Partners
Missouri
$3.64M -$12.9M -167,875 -78%
AC
655
Allstate Corporation
Illinois
$3.64M -$1M -13,046 -22%
BHA
656
Beech Hill Advisors
New York
$3.63M -$49.9K -650 -1%
FNB
657
Farmers National Bank
Kentucky
$3.61M +$126K +1,642 +4%
BWL
658
Bogart Wealth LLC
Virginia
$3.61M +$730K +9,504 +25%
MYAM
659
Meiji Yasuda Asset Management
Japan
$3.6M -$26.9K -350 -0.7%
TIM
660
Thompson Investment Management
Wisconsin
$3.59M +$215K +2,798 +6%
CA
661
Cetera Advisors
Colorado
$3.58M -$279K -3,635 -7%
MIAN
662
Mariner Independent Advisor Network
Kansas
$3.58M +$170K +2,211 +5%
1WA
663
180 Wealth Advisors
Washington
$3.58M -$163K -2,125 -4%
ECM
664
Exchange Capital Management
Michigan
$3.57M +$407K +5,305 +13%
RE
665
RBC Europe
United Kingdom
$3.57M -$1.37M -17,777 -28%
TCB
666
Texas Capital Bancshares
Texas
$3.54M
VCP
667
Vista Capital Partners
Oregon
$3.51M -$1.84M -23,940 -34%
WPIC
668
White Pine Investment Company
Michigan
$3.5M +$307 +4 +0%
SIM
669
Stratos Investment Management
Ohio
$3.49M +$35K +456 +1%
CGPCS
670
Capital Group Private Client Services
California
$3.48M +$3.5M +45,598 New
AF
671
Ally Financial
Michigan
$3.44M +$998K +13,000 +41%
HAG
672
HighPoint Advisor Group
Illinois
$3.43M +$3.34M +43,538 New
EL
673
Essex LLC
Illinois
$3.42M -$90.2K -1,175 -3%
BCFS
674
Butensky & Cohen Financial Security
Florida
$3.4M +$588K +7,661 +21%
BTWM
675
Baker Tilly Wealth Management
Wisconsin
$3.37M +$216K +2,807 +7%