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Name Holding Trade Value Shares
Change
Change in
Stake
Wealthspire Advisors (New York)
701
Wealthspire Advisors (New York)
New York
$788K +$729K +10,609 New
CAM
702
Columbia Asset Management
Michigan
$781K +$172K +2,500 +31%
Prudential plc
703
Prudential plc
United Kingdom
$778K +$721K +10,481 New
Foundations Investment Advisors
704
Foundations Investment Advisors
Arizona
$772K -$472K -6,860 -41%
Alpha Omega Wealth Management
705
Alpha Omega Wealth Management
Virginia
$767K -$9.42K -137 -1%
FineMark National Bank & Trust
706
FineMark National Bank & Trust
Florida
$764K +$141K +2,050 +25%
Waters Parkerson & Co
707
Waters Parkerson & Co
Louisiana
$761K -$46.9K -682 -6%
Hunter Associates Investment Management
708
Hunter Associates Investment Management
Pennsylvania
$758K +$93.2K +1,356 +15%
NAMP
709
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$757K +$6.88K +100 +1%
Heritage Wealth Advisors
710
Heritage Wealth Advisors
Virginia
$756K – – –
Howland Capital Management
711
Howland Capital Management
Massachusetts
$755K -$34.2K -498 -5%
AAM
712
AR Asset Management
California
$743K – – –
Atlas Capital Advisors
713
Atlas Capital Advisors
Wyoming
$743K – – –
KFP
714
Keystone Financial Planning
Ohio
$740K -$20.5K -298 -3%
KCM Investment Advisors
715
KCM Investment Advisors
California
$735K -$12.7K -184 -2%
SAM
716
Sequent Asset Management
Texas
$727K -$6.19K -90 -0.9%
LIM
717
Longfellow Investment Management
Massachusetts
$727K +$672K +9,774 New
Mid Atlantic Financial Management
718
Mid Atlantic Financial Management
Pennsylvania
$722K +$10.2K +148 +2%
Vestcor Inc
719
Vestcor Inc
New Brunswick, Canada
$721K -$57.1K -831 -8%
ITIM
720
Indiana Trust & Investment Management
Indiana
$719K -$4.81K -70 -0.7%
Strategic Wealth Partners
721
Strategic Wealth Partners
Ohio
$718K -$16.4K -238 -2%
Banque Cantonale Vaudoise
722
Banque Cantonale Vaudoise
Switzerland
$718K – – –
Ziegler Capital Management
723
Ziegler Capital Management
Illinois
$714K -$4.78M -69,550 -88%
Oxbow Advisors
724
Oxbow Advisors
Texas
$713K – – –
Winton Group
725
Winton Group
United Kingdom
$710K +$658K +9,567 New