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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
751
Principle Wealth Partners
Connecticut
$710K -$29.1K -360 -5%
ANTB
752
AMG National Trust Bank
Colorado
$709K +$113K +1,395 +22%
ECM
753
Estabrook Capital Management
New York
$708K
DG
754
DMC Group
Alabama
$708K -$6.79K -84 -1%
SI
755
SCP Investment
California
$707K -$1.54M -19,000 -71%
GWMR
756
GC Wealth Management RIA
Massachusetts
$702K -$134K -1,663 -18%
RCA
757
Resonant Capital Advisors
Wisconsin
$701K +$190K +2,347 +45%
MWM
758
Mattern Wealth Management
Kansas
$699K
MGWM
759
Marks Group Wealth Management
Minnesota
$699K +$110K +1,357 +22%
FNBOH
760
First National Bank of Hutchinson
Kansas
$697K +$44.2K +547 +8%
Acadian Asset Management
761
Acadian Asset Management
Massachusetts
$697K -$3.29M -40,750 -84%
EFA
762
Evernest Financial Advisors
Indiana
$696K
ADMI
763
Albert D. Mason Inc
Massachusetts
$695K -$14.9K -185 -2%
SWM
764
Sendero Wealth Management
Texas
$692K -$268K -3,322 -31%
FAL
765
Focused Alpha LLC
Colorado
$692K +$162 +2 +0%
NSUP
766
NLB Skladi upravljanje premozenja
$691K -$96.5K -1,194 -14%
WFI
767
West Family Investments
California
$689K -$1.08M -13,314 -64%
JIR
768
James Investment Research
Ohio
$688K -$1.86K -23 -0.3%
BHPW
769
Beverly Hills Private Wealth
California
$688K -$5.66K -70 -0.9%
DP
770
Dearborn Partners
Illinois
$685K -$26.3K -325 -4%
CAM
771
Councilmark Asset Management
Tennessee
$684K
PL
772
Plancorp LLC
Missouri
$684K
BWL
773
Bogart Wealth LLC
Virginia
$676K -$21.9K -271 -4%
PCM
774
Parsons Capital Management
Rhode Island
$675K +$297K +3,672 +102%
IRP
775
Investment Research Partners
Pennsylvania
$673K -$47K -582 -7%