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Name Holding Trade Value Shares
Change
Change in
Stake
LPT
851
Legacy Private Trust
Wisconsin
$913K
DY
852
Dowling & Yahnke
California
$896K +$105K +606 +14%
SVWAG
853
Sound View Wealth Advisors Group
Georgia
$895K +$24.1K +139 +3%
PA
854
Parallel Advisors
California
$888K +$67.4K +388 +9%
MCA
855
Mercer Capital Advisers
New Jersey
$879K +$22.6K +130 +3%
GF
856
Gries Financial
Ohio
$877K -$2.43K -14 -0.3%
KTC
857
Kistler-Tiffany Companies
Pennsylvania
$873K +$14.4K +83 +2%
SXL
858
Summit X LLC
Missouri
$869K -$14.8K -85 -2%
MCM
859
MAI Capital Management
Ohio
$869K +$25.7K +148 +3%
CDH
860
Charles D. Hyman
$868K
QCG
861
Quadrant Capital Group
Ohio
$865K -$38K -219 -5%
PA
862
Pinnacle Associates
New York
$865K +$17.4K +100 +2%
TA
863
TFG Advisers
Michigan
$865K +$57K +328 +8%
TA
864
Tectonic Advisors
Texas
$858K -$137K -789 -15%
PFS
865
Prospera Financial Services
Texas
$855K -$45.3K -261 -5%
PCM
866
Princeton Capital Management
New Jersey
$851K +$208K +1,200 +36%
SIG
867
Sargent Investment Group
Maryland
$843K
CL
868
Choreo LLC
Illinois
$839K
CCT
869
Country Club Trust
Missouri
$831K +$6.25K +36 +0.8%
TA
870
Tiedemann Advisors
New York
$830K +$119K +684 +18%
AAS
871
Avantax Advisory Services
Texas
$828K -$46K -265 -6%
CK
872
Cohen Klingenstein
New York
$826K
AG
873
AlphaSimPlex Group
Massachusetts
$824K
AIP
874
Almanack Investment Partners
Pennsylvania
$821K +$17.2K +99 +2%
SAM
875
S.A. Mason
Michigan
$818K