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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
676
Weatherly Asset Management
California
$6.7M -$376K -7,213 -5%
BS
677
Boenning & Scattergood
Pennsylvania
$6.7M +$31K +594 +0.5%
V
678
Veritable
Delaware
$6.7M -$451K -8,652 -6%
RCA
679
Riverview Capital Advisers
Massachusetts
$6.69M +$6.72M +128,760 New
CAM
680
Cresset Asset Management
Illinois
$6.69M +$410K +7,851 +6%
WC
681
Woodstock Corp
Massachusetts
$6.68M -$232K -4,455 -3%
FCH
682
Freestone Capital Holdings
Washington
$6.66M +$254K +4,876 +4%
CWM
683
Congress Wealth Management
Massachusetts
$6.65M +$6.68M +128,003 New
CHC
684
City Holding Co
West Virginia
$6.65M +$249K +4,764 +4%
VCA
685
Verdence Capital Advisors
Maryland
$6.63M +$19.9K +382 +0.3%
CCP
686
Corient Capital Partners
California
$6.63M -$530K -10,163 -7%
CIC
687
Cutler Investment Counsel
Oregon
$6.63M +$93.2K +1,786 +1%
BBA
688
BLB&B Advisors
Pennsylvania
$6.62M -$1.24M -23,701 -16%
FWM
689
Frontier Wealth Management
Missouri
$6.59M -$368K -7,044 -5%
CPO
690
Cerity Partners OCIO
New York
$6.58M +$651K +12,487 +11%
WJWM
691
Williams Jones Wealth Management
New York
$6.58M -$1.04M -19,994 -14%
CCM
692
Consolidated Capital Management
California
$6.56M -$89.4K -1,713 -1%
PI
693
PEAK6 Investments
Illinois
$6.55M +$352K +6,738 +6%
SFWA
694
Summit Financial Wealth Advisors
Louisiana
$6.55M +$697K +13,356 +12%
PCIA
695
Prime Capital Investment Advisors
Kansas
$6.48M -$56.8K -1,089 -0.9%
SG
696
Swarthmore Group
Pennsylvania
$6.48M +$1.02M +19,488 +19%
GIM
697
Grassi Investment Management
California
$6.48M -$18.1K -346 -0.3%
AWAG
698
ARS Wealth Advisors Group
Florida
$6.47M +$211K +4,046 +3%
EWM
699
Evercore Wealth Management
New York
$6.47M -$429K -8,229 -6%
MA
700
Mutual Advisors
Nebraska
$6.47M +$111K +2,137 +2%