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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
301
Evermay Wealth Management
Virginia
$706K -$17.8K -200 -3%
PNC Financial Services Group
302
PNC Financial Services Group
Pennsylvania
$705K +$102K +1,150 +19%
A
303
AlphaQuest
New York
$704K -$12.1K -136 -2%
JWM
304
Jessup Wealth Management
Ohio
$702K -$6.23K -70 -1%
IAA
305
Independent Advisor Alliance
North Carolina
$699K -$3.65K -41 -0.6%
CFB
306
Cullen/Frost Bankers
Texas
$698K
CAPTRUST Financial Advisors
307
CAPTRUST Financial Advisors
North Carolina
$692K -$212K -2,377 -26%
FCBT
308
First Citizens Bank & Trust
North Carolina
$686K +$613K +6,879 New
QCM
309
Quantinno Capital Management
New York
$679K -$80.7K -906 -12%
AFG
310
ABLE Financial Group
Arizona
$674K -$109K -1,227 -15%
TPW
311
Transatlantique Private Wealth
New York
$672K +$15.8K +177 +3%
BHCM
312
Brevan Howard Capital Management
Jersey
$665K -$2.04M -22,889 -77%
WG
313
Winton Group
United Kingdom
$659K +$75.2K +845 +15%
CCM
314
Coldstream Capital Management
Washington
$655K +$13.9K +156 +2%
HWAM
315
Hennion & Walsh Asset Management
New Jersey
$647K -$26.7K -300 -4%
VFA
316
Values First Advisors
Tennessee
$645K -$194K -2,173 -25%
FP
317
Fiduciary Planning
Florida
$641K
RFA
318
Register Financial Advisors
Georgia
$640K
CA
319
Cullinan Associates
Kentucky
$638K
DFCM
320
Dark Forest Capital Management
Puerto Rico
$628K +$561K +6,298 New
WIC
321
Whitegate Investment Counselors
New Hampshire
$608K
PCM
322
Penserra Capital Management
California
$576K +$44.4K +499 +9%
TC
323
TwinBeech Capital
New York
$575K +$514K +5,769 New
RWB
324
RMR Wealth Builders
New Jersey
$575K +$44.3K +498 +9%
AWS
325
Atria Wealth Solutions
New York
$571K -$11K -124 -2%