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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
801
Wealthspire Advisors (New York)
New York
$371K +$343K +3,272 New
AI
802
Accredited Investors
Minnesota
$370K -$31.4K -300 -8%
SVWAG
803
Sound View Wealth Advisors Group
Georgia
$369K +$340K +3,248 New
WCM
804
Weld Capital Management
New York
$368K +$339K +3,240 New
WAM
805
Wealthspire Advisors (Maryland)
Maryland
$367K +$7.23K +69 +2%
PGFC
806
Peapack-Gladstone Financial Corp
New Jersey
$366K -$15.7K -150 -4%
BFEC
807
Benjamin F. Edwards & Company
Missouri
$366K +$5.55K +53 +2%
LC
808
Lourd Capital
California
$363K -$116K -1,106 -26%
HB
809
Homrich & Berg
Georgia
$361K +$4.19K +40 +1%
PCM
810
Princeton Capital Management
New Jersey
$357K +$74.4K +710 +29%
EWA
811
EP Wealth Advisors
California
$356K +$61.6K +588 +23%
Jones Financial Companies
812
Jones Financial Companies
Missouri
$355K -$5.45K -52 -2%
MCM
813
McKinley Capital Management
Alaska
$354K -$60.4K -577 -16%
FGAM
814
Financial Gravity Asset Management
Texas
$353K +$229K +2,184 +237%
AMCA
815
Arthur M. Cohen & Associates
Illinois
$352K
CCA
816
Checchi Capital Advisers
California
$351K +$45.3K +433 +16%
WPW
817
Waldron Private Wealth
Pennsylvania
$348K -$24.6K -235 -7%
FMWA
818
Forvis Mazars Wealth Advisors
Missouri
$343K -$11.6K -111 -4%
DY
819
Dowling & Yahnke
California
$343K +$76.1K +727 +32%
AIP
820
Almanack Investment Partners
Pennsylvania
$341K -$16.8K -160 -5%
KTC
821
Kistler-Tiffany Companies
Pennsylvania
$340K -$11K -105 -3%
QCIG
822
Quad-Cities Investment Group
Iowa
$338K -$55.9K -534 -15%
HNB
823
Huntington National Bank
Ohio
$338K +$9.11K +87 +3%
S
824
SignatureFD
Georgia
$335K +$38.5K +368 +14%
ECG
825
Edge Capital Group
Georgia
$335K +$310K +2,956 New