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Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
701
Lowe Brockenbrough & Co
Virginia
$494K -$7.67K -150 -2%
WPC
702
Wedmont Private Capital
Pennsylvania
$490K -$7.26K -142 -2%
NG
703
Novem Group
New York
$489K +$1.23K +24 +0.3%
PA
704
Profund Advisors
Maryland
$488K -$34K -665 -7%
IWC
705
Integrated Wealth Concepts
Massachusetts
$488K -$224K -4,386 -32%
HTC
706
Haverford Trust Company
Pennsylvania
$485K – – –
GCM
707
Gables Capital Management
Florida
$480K -$43.5K -850 -9%
BCM
708
Buckhead Capital Management
Georgia
$474K -$818K -15,991 -64%
WCM
709
Windward Capital Management
California
$474K -$3.07K -60 -0.7%
TTWM
710
TCV Trust & Wealth Management
Virginia
$474K -$14.6K -285 -3%
DFCM
711
Dark Forest Capital Management
Puerto Rico
$471K +$456K +8,924 New
NW
712
NewEdge Wealth
Pennsylvania
$468K +$111K +2,169 +38%
ATC
713
Argent Trust Co
Tennessee
$465K +$51.1K +1,000 +13%
CA
714
Cornerstone Advisory
Maryland
$465K -$4.35K -85 -1%
WA
715
WBH Advisory
Maryland
$463K +$1.89K +37 +0.4%
JWA
716
JFS Wealth Advisors
Pennsylvania
$457K -$3.12K -61 -0.7%
OIA
717
Optimum Investment Advisors
Illinois
$456K – – –
QIM
718
Quantitative Investment Management
Virginia
$455K +$441K +8,627 New
CYG
719
Clean Yield Group
Vermont
$455K -$52.4K -1,025 -11%
CG
720
Cynosure Group
Utah
$453K +$71.6K +1,400 +20%
BIA
721
Beacon Investment Advisors
Maryland
$449K – – –
MAS
722
Meeder Advisory Services
Ohio
$449K -$44.5K -871 -9%
SPC
723
Sigma Planning Corp
Michigan
$448K -$75.2K -1,470 -15%
NP
724
NorthRock Partners
Minnesota
$445K +$63.1K +1,233 +17%
KWA
725
Kingswood Wealth Advisors
California
$442K +$89.1K +1,743 +26%
27 28
29
30 31