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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Absher Wealth Management
North Carolina
$1.59M -$107K -6,175 -7%
CG
202
Caprock Group
Idaho
$1.58M +$52.3K +3,015 +4%
WPW
203
Waldron Private Wealth
Pennsylvania
$1.53M +$584K +33,690 +66%
HDIM
204
Hanson & Doremus Investment Management
Vermont
$1.5M -$5.29K -305 -0.4%
BCA
205
Bray Capital Advisors
Florida
$1.49M -$24.8K -1,430 -2%
CWM
206
Calamos Wealth Management
Illinois
$1.48M -$83.8K -4,835 -6%
SCM
207
SOL Capital Management
Maryland
$1.45M
MIP
208
Marietta Investment Partners
Wisconsin
$1.45M +$162K +9,360 +13%
PFO
209
Pathstone Family Office
New Jersey
$1.45M -$1.75M -100,730 -56%
RJFSA
210
Raymond James Financial Services Advisors
Florida
$1.45M -$62.2K -3,590 -4%
DA
211
Doliver Advisors
Texas
$1.42M +$22.3K +1,285 +2%
CG
212
Colony Group
Massachusetts
$1.42M +$54.3K +3,135 +4%
BCM
213
Barden Capital Management
Texas
$1.38M -$71K -4,095 -5%
QCM
214
Quantinno Capital Management
New York
$1.37M +$330K +19,055 +34%
DI
215
DFPG Investments
Utah
$1.35M +$560K +32,300 +76%
SFA
216
Sequoia Financial Advisors
Ohio
$1.34M +$67.7K +3,905 +6%
Calamos Advisors
217
Calamos Advisors
Illinois
$1.34M -$3.21K -185 -0.2%
EI
218
Ellevest Inc
New York
$1.32M +$206K +11,870 +19%
BTWM
219
Baker Tilly Wealth Management
Wisconsin
$1.31M +$12.4K +715 +1%
GITFIT
220
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.31M +$150K +8,645 +14%
SSA
221
Schonfeld Strategic Advisors
New York
$1.28M -$1.15M -66,500 -49%
NW
222
Naviter Wealth
Arkansas
$1.28M +$54.1K +3,120 +5%
LCS
223
Levin Capital Strategies
New York
$1.28M +$86.7K +5,000 +8%
VT
224
Vise Technologies
New York
$1.27M +$204K +11,750 +20%
PM
225
Penbrook Management
New York
$1.27M -$92.5K -5,340 -7%