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Name Holding Trade Value Shares
Change
Change in
Stake
NW
726
NewEdge Wealth
Pennsylvania
$876K +$904K +11,887 New
SF
727
Summit Financial
New Jersey
$871K +$91.8K +1,207 +11%
AWM
728
Axxcess Wealth Management
California
$865K -$12.6K -165 -1%
WHCI
729
W.H. Cornerstone Investments
Massachusetts
$863K -$85.1K -1,119 -9%
PA
730
Pinnacle Associates
New York
$861K +$228 +3 +0%
CNBT
731
Canandaigua National Bank & Trust
New York
$858K -$62.1K -816 -7%
JIC
732
Johnson Investment Counsel
Ohio
$857K -$68.4K -899 -7%
CFD
733
Creative Financial Designs
Indiana
$849K -$102K -1,337 -10%
SW
734
Simplicity Wealth
New Jersey
$849K -$515K -6,766 -37%
CWI
735
Conscious Wealth Investments
Florida
$848K +$913 +12 +0.1%
SMC
736
Smith, Moore & Co
Missouri
$848K -$48.2K -633 -5%
IIM
737
Ipswich Investment Management
Massachusetts
$848K
VCM
738
Vision Capital Management
Oregon
$838K -$43.1K -566 -5%
CHAM
739
Clear Harbor Asset Management
Connecticut
$835K +$7.99K +105 +0.9%
EHAM
740
Eagle Harbor Asset Management
Washington
$833K +$349K +4,589 +68%
AF
741
Arrow Financial
New York
$833K -$44.3K -582 -5%
SC
742
Sapient Capital
Indiana
$830K +$33.5K +441 +4%
AC
743
AlphaCore Capital
California
$830K +$301K +3,963 +54%
CPCPP
744
Canada Post Corporation Pension Plan
Canada
$830K +$192K +2,530 +29%
FCBT
745
First Citizens Bank & Trust
North Carolina
$827K +$10.5K +138 +1%
HH
746
Hilltop Holdings
Texas
$826K +$82.4K +1,083 +11%
HTC
747
Haverford Trust Company
Pennsylvania
$825K +$21.7K +285 +3%
KTC
748
Kentucky Trust Company
Kentucky
$824K +$7.61K +100 +0.9%
SC
749
Savant Capital
Illinois
$822K -$24.5K -322 -3%
KWM
750
Kingsview Wealth Management
Oregon
$821K +$180K +2,360 +27%