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Name Holding Trade Value Shares
Change
Change in
Stake
V
526
Veritable
Delaware
$3.96M -$25.5K -147 -0.7%
NIA
527
Northstar Investment Advisors
Colorado
$3.94M +$98.3K +566 +3%
PWM
528
Perigon Wealth Management
California
$3.92M -$4.86K -28 -0.1%
JG
529
Jefferies Group
New York
$3.92M -$580K -3,341 -14%
KPWS
530
Kestra Private Wealth Services
Texas
$3.9M -$4.34K -25 -0.1%
BPIM
531
Brant Point Investment Management
New York
$3.84M
TAM
532
Townsend Asset Management
North Carolina
$3.83M +$42K +242 +1%
GIM
533
Goelzer Investment Management
Indiana
$3.81M -$30.7K -177 -0.9%
BA
534
Bristlecone Advisors
Washington
$3.8M -$48.8K -281 -1%
AHC
535
Anderson Hoagland & Co
Missouri
$3.77M +$50.5K +291 +1%
EOJOAM
536
E. Ohman J:or Asset Management
Sweden
$3.75M +$86.8K +500 +3%
BTWM
537
Baker Tilly Wealth Management
Wisconsin
$3.69M +$439K +2,529 +15%
FCH
538
Freestone Capital Holdings
Washington
$3.68M +$103K +594 +3%
AF
539
Alerus Financial
North Dakota
$3.68M +$44.3K +255 +1%
WPW
540
Waldron Private Wealth
Pennsylvania
$3.67M -$2.89M -16,622 -46%
IAN
541
Integrated Advisors Network
Texas
$3.66M +$226K +1,300 +7%
SW
542
SlateStone Wealth
Florida
$3.64M +$2.78K +16 +0.1%
JAFL
543
Jay A. Fishman Ltd
Michigan
$3.63M
HT
544
HighTower Trust
Texas
$3.63M +$13.9K +80 +0.4%
PHIMC
545
Private Harbour Investment Management & Counsel
Ohio
$3.62M -$166K -954 -5%
AWMT
546
AAFMAA Wealth Management & Trust
North Carolina
$3.61M +$8.68K +50 +0.3%
DI
547
DFPG Investments
Utah
$3.57M +$111K +641 +4%
AAMU
548
AEGON Asset Management (UK)
United Kingdom
$3.54M
EI
549
Ethic Inc
New York
$3.54M +$1.15M +6,634 +54%
TPA
550
Trivium Point Advisory
Connecticut
$3.48M +$399K +2,296 +14%