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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
576
Connecticut Wealth Management
Connecticut
$536K +$584K +4,620 New
SAM
577
S.A. Mason
Michigan
$533K – – –
PFSC
578
Peoples Financial Services Corp
Pennsylvania
$533K -$379 -3 -0.1%
NB
579
NBT Bank
New York
$532K +$32.5K +257 +6%
FWM
580
Forza Wealth Management
Florida
$532K – – –
HWAM
581
Hennion & Walsh Asset Management
New Jersey
$526K +$141K +1,117 +33%
RRA
582
Round Rock Advisors
Connecticut
$526K +$1.26K +10 +0.2%
JSW
583
Journey Strategic Wealth
New Jersey
$524K -$632 -5 -0.1%
P8IP
584
Pier 88 Investment Partners
California
$523K -$283K -2,240 -33%
TA
585
TFG Advisers
Michigan
$522K -$7.08K -56 -1%
TIM
586
Thompson Investment Management
Wisconsin
$522K – – –
LC
587
Lincoln Capital
Nebraska
$521K – – –
IC
588
IEQ Capital
California
$519K -$279K -2,203 -33%
BAM
589
Blueshift Asset Management
New Jersey
$514K +$218K +1,725 +64%
RBC
590
Romano Brothers & Co
Illinois
$513K – – –
BB
591
Berkshire Bank
Massachusetts
$509K -$6.32K -50 -1%
BFG
592
Bleakley Financial Group
New Jersey
$506K +$12.1K +96 +2%
SYBT
593
Stock Yards Bank & Trust
Kentucky
$503K – – –
AIA
594
Angeles Investment Advisors
California
$495K +$26.2K +207 +5%
GVAG
595
Great Valley Advisor Group
Delaware
$488K +$8.34K +66 +2%
KF
596
KKM Financial
Illinois
$487K -$16.9K -134 -3%
SEEDPG
597
S.E.E.D. Planning Group
New York
$485K -$87.2K -690 -14%
VWM
598
Venturi Wealth Management
Texas
$484K +$41.1K +325 +8%
BPA
599
Beacon Pointe Advisors
California
$481K -$14.7K -116 -3%
CAM
600
Cresset Asset Management
Illinois
$480K -$1.42M -11,193 -73%