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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
1051
Waters Parkerson & Co
Louisiana
$440K -$13.3K -274 -3%
EWA
1052
Exencial Wealth Advisors
Oklahoma
$440K -$37.6K -775 -8%
MFS
1053
Miller Financial Services
Michigan
$439K -$9.71K -200 -2%
PL
1054
Perpetual Ltd
Australia
$438K
CCS
1055
Concentric Capital Strategies
Connecticut
$438K +$413K +8,519 New
PWMAG
1056
Pinnacle Wealth Management Advisory Group
New Jersey
$438K +$17.2K +354 +4%
HCM
1057
Howland Capital Management
Massachusetts
$437K -$48.2K -994 -11%
SC
1058
Schulhoff & Co
Ohio
$436K
FVWA
1059
Foster Victor Wealth Advisors
South Carolina
$435K +$8.11K +167 +2%
EAM
1060
Evanson Asset Management
California
$435K
WCA
1061
Westover Capital Advisors
Delaware
$434K +$410K +8,450 New
VAS
1062
Vestmark Advisory Solutions
Massachusetts
$432K +$101K +2,088 +33%
GDP
1063
Great Diamond Partners
Maine
$431K -$1.94K -40 -0.5%
CS
1064
Cannell & Spears
New York
$429K -$9.37K -193 -2%
JEST
1065
JTC Employer Solutions Trustee
Jersey
$427K
GD
1066
Grandfield & Dodd
New York
$423K -$59.7K -1,229 -13%
LCGC
1067
Legacy Capital Group California
California
$421K +$398K +8,201 New
AI
1068
Acuitas Investments
Washington
$421K +$398K +8,200 New
CPA
1069
Capital Performance Advisors
California
$421K -$2.86K -59 -0.7%
UBP
1070
Union Bancaire Privee
Switzerland
$419K
HWMT
1071
Heritage Wealth Management (Texas)
Texas
$418K -$196K -4,041 -33%
CAM
1072
Councilmark Asset Management
Tennessee
$414K
AU
1073
AlphaGrep UK
$414K -$13.2K -272 -3%
WC
1074
Wexford Capital
Florida
$412K +$345K +7,103 +779%
PNAA
1075
Pictet North America Advisors
Switzerland
$411K