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Name Holding Trade Value Shares
Change
Change in
Stake
ML
1226
McAdam LLC
Pennsylvania
$1.94M +$148K +474 +10%
TW
1227
TrinityPoint Wealth
Connecticut
$1.94M +$130K +417 +8%
FOA
1228
Five Oceans Advisors
California
$1.93M -$74.8K -240 -4%
EI
1229
Ellevest Inc
New York
$1.93M -$27.1K -87 -2%
TPCW
1230
TD Private Client Wealth
New York
$1.93M +$336K +1,080 +25%
PRA
1231
Pine Ridge Advisers
New York
$1.92M
BL
1232
Balentine LLC
Georgia
$1.92M +$251K +807 +18%
GEA
1233
Glen Eagle Advisors
New Jersey
$1.92M +$49.5K +159 +3%
MFW
1234
Meristem Family Wealth
Minnesota
$1.92M +$674K +2,163 +68%
RP
1235
Riverbridge Partners
Minnesota
$1.91M +$14.9K +48 +0.9%
CA
1236
Calton & Associates
Florida
$1.91M -$118K -378 -7%
BWM
1237
BCS Wealth Management
Tennessee
$1.91M -$874K -2,805 -35%
PIP
1238
Polarity Investment Partners
California
$1.9M +$748K +2,400 +83%
CAM
1239
Claret Asset Management
Quebec, Canada
$1.9M -$22.4K -72 -1%
CT
1240
Cambridge Trust
Massachusetts
$1.9M +$30.8K +99 +2%
AAP
1241
Arax Advisory Partners
Colorado
$1.9M +$9.34K +30 +0.6%
Fayez Sarofim & Co
1242
Fayez Sarofim & Co
Texas
$1.89M
BFAG
1243
Blackston Financial Advisory Group
Florida
$1.89M +$83.2K +267 +4%
RAM
1244
Riggs Asset Management
Pennsylvania
$1.89M
LGA
1245
Lebenthal Global Advisors
New York
$1.88M +$648K +2,082 +66%
NAMM
1246
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.88M -$71.9K -231 -4%
B
1247
Bridgeworth
Alabama
$1.88M -$140K -450 -8%
JCM
1248
Jacobi Capital Management
Pennsylvania
$1.87M -$141K -453 -8%
CWS
1249
Confluence Wealth Services
Pennsylvania
$1.87M -$6.54K -21 -0.4%
CWM
1250
Cahaba Wealth Management
Georgia
$1.87M -$42K -135 -2%