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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
PHIC
376
Pine Haven Investment Counsel
Massachusetts
$262K
BF
377
BOK Financial
Oklahoma
$259K -$18.5K -97 -7%
KWM
378
Kingsview Wealth Management
Oregon
$257K +$239K +1,257 New
AA
379
Addison Advisors
Vermont
$256K -$1.52K -8 -0.6%
MOS
380
MGO One Seven
Ohio
$254K -$11.4K -60 -5%
GWM
381
Gibbs Wealth Management
Georgia
$252K +$235K +1,232 New
CPG
382
Cornerstone Planning Group
New Jersey
$247K -$44.8K -235 -16%
WAP
383
Wealthcare Advisory Partners
Pennsylvania
$247K -$2.67K -14 -1%
ACM
384
Advisors Capital Management
New Jersey
$245K -$6.28K -33 -3%
GCP
385
GSA Capital Partners
United Kingdom
$241K -$46.8K -246 -17%
BF
386
Brucke Financial
Indiana
$240K -$571 -3 -0.3%
MLL
387
Moody Lynn & Lieberson
Massachusetts
$239K
SFA
388
Seneca Financial Advisors
New York
$238K
FIM
389
Freedom Investment Management
Connecticut
$237K +$221K +1,161 New
KCM
390
Kathmere Capital Management
Pennsylvania
$237K +$221K +1,158 New
EWA
391
EverSource Wealth Advisors
Alabama
$236K +$105K +550 +91%
Prudential Financial
392
Prudential Financial
New Jersey
$234K +$219K +1,150 New
Thrivent Financial for Lutherans
393
Thrivent Financial for Lutherans
Minnesota
$234K -$121K -637 -35%
Kovitz Investment Group Partners
394
Kovitz Investment Group Partners
Illinois
$231K +$215K +1,131 New
WHC
395
Wulff, Hansen & Co
California
$230K +$214K +1,126 New
CAM
396
Cresset Asset Management
Illinois
$229K -$99.6K -523 -32%
BOPW
397
Brandywine Oak Private Wealth
Pennsylvania
$227K +$212K +1,112 New
QWP
398
Quotient Wealth Partners
Texas
$226K +$211K +1,108 New
WIA
399
World Investment Advisors
California
$222K +$207K +1,089 New
PWA
400
Physician Wealth Advisors
Utah
$218K +$571 +3 +0.3%