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Name Holding Trade Value Shares
Change
Change in
Stake
GDP
701
Great Diamond Partners
Maine
$414K +$14.1K +104 +4%
CPSC
702
Carl P. Sherr & Co
Massachusetts
$413K
RRA
703
Round Rock Advisors
Connecticut
$410K +$2.17K +16 +0.5%
PFA
704
Pure Financial Advisors
California
$409K +$2.03K +15 +0.5%
WCM
705
WealthBridge Capital Management
Ohio
$409K -$293K -2,160 -42%
BTI
706
Blue Trust Inc
Georgia
$406K -$8.41K -62 -2%
GIA
707
GHP Investment Advisors
Colorado
$406K +$542 +4 +0.1%
TSWM
708
Triangle Securities Wealth Management
North Carolina
$405K
PI
709
PineBridge Investments
New York
$404K -$2.06M -15,168 -84%
ERWM
710
Elk River Wealth Management
Colorado
$402K
IWM
711
IHT Wealth Management
Illinois
$401K -$22.8K -168 -5%
SIA
712
Schechter Investment Advisors
Michigan
$400K +$7.73K +57 +2%
LSA
713
Leonteq Securities AG
Switzerland
$398K -$2.85K -21 -0.7%
HW
714
Hancock Whitney
Mississippi
$394K -$35.1K -259 -8%
GC
715
Grimes & Company
Massachusetts
$392K +$2.17K +16 +0.6%
GIA
716
Gladstone Institutional Advisory
Florida
$392K +$10.4K +77 +3%
CGL
717
Clarius Group LLC
Washington
$392K -$7.05K -52 -2%
EP
718
Eudaimonia Partners
Tennessee
$390K
WP
719
WealthShield Partners
North Carolina
$390K +$382K +2,815 New
DJSG
720
D.J. St. Germain
Massachusetts
$388K +$380K +2,800 New
DCM
721
Driehaus Capital Management
Illinois
$383K +$375K +2,766 New
Lazard Asset Management
722
Lazard Asset Management
New York
$382K -$2.71K -20 -0.7%
PWPS
723
Pinnacle Wealth Planning Services
Ohio
$381K -$46K -339 -11%
LWCFA
724
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$381K -$11.4K -84 -3%
TCOV
725
Trust Company of Vermont
Vermont
$379K +$11.4K +84 +3%