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Name Holding Trade Value Shares
Change
Change in
Stake
WHG
876
Westwood Holdings Group
Texas
$3.37M +$3.74M +79,669 New
EPW
877
Evolve Private Wealth
California
$3.36M -$364K -7,751 -9%
PTC
878
Private Trust Company
Ohio
$3.35M +$412K +8,776 +12%
MAS
879
Meeder Advisory Services
Ohio
$3.33M +$108K +2,302 +3%
QOP
880
Quinn Opportunity Partners
Virginia
$3.3M – – –
SAM
881
Synergy Asset Management
Washington
$3.29M -$460K -9,808 -11%
HWAM
882
Hennion & Walsh Asset Management
New Jersey
$3.28M -$220K -4,681 -6%
SQA
883
Simon Quick Advisors
New Jersey
$3.26M +$1.17M +25,046 +48%
MIA
884
MainStreet Investment Advisors
Illinois
$3.25M +$174K +3,719 +5%
CIA
885
Cohen Investment Advisors
New Hampshire
$3.24M +$31.3K +667 +0.9%
MFGM
886
Marshall Financial Group (Maryland)
Maryland
$3.24M +$71K +1,514 +2%
WAP
887
Wealthcare Advisory Partners
Pennsylvania
$3.23M -$620K -13,215 -15%
MWM
888
Mission Wealth Management
California
$3.23M +$999K +21,302 +39%
BP
889
Ballentine Partners
Massachusetts
$3.23M +$52.2K +1,112 +1%
NFC
890
Northstar Financial Companies
Pennsylvania
$3.22M +$359K +7,662 +11%
FCMA
891
Foresight Capital Management Advisors
Michigan
$3.21M +$86.2K +1,837 +2%
SCP
892
Sandhill Capital Partners
New York
$3.21M +$167K +3,551 +5%
WI
893
WBI Investments
New Jersey
$3.21M +$114K +2,420 +3%
CFO
894
Callan Family Office
Pennsylvania
$3.2M +$146K +3,114 +4%
MB
895
MidFirst Bank
Oklahoma
$3.2M +$77K +1,642 +2%
MIM
896
Marshall Investment Management
Colorado
$3.17M +$214K +4,569 +6%
Fisher Asset Management
897
Fisher Asset Management
Washington
$3.17M -$193K -4,106 -5%
WA
898
Wasatch Advisors
Utah
$3.15M -$255K -5,434 -7%
RIG
899
RiverFront Investment Group
Virginia
$3.15M +$1.57M +33,489 +82%
CP
900
Cornerstone Planning
North Carolina
$3.15M +$21.3K +455 +0.6%