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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
876
Dynamic Advisor Solutions
Arizona
$737K -$1.33M -8,422 -64%
HIA
877
Harbor Investment Advisory
Maryland
$736K +$71.1K +449 +11%
PA
878
Perennial Advisors
New York
$735K -$63.4K -400 -8%
CDH
879
Charles D. Hyman
$734K
SVWAG
880
Sound View Wealth Advisors Group
Georgia
$734K +$103K +647 +16%
GF
881
Gries Financial
Ohio
$734K +$681K +4,297 New
KMWM
882
Keudell/Morrison Wealth Management
Oregon
$725K -$72.7K -459 -9%
KTC
883
Kistler-Tiffany Companies
Pennsylvania
$725K +$141K +888 +24%
MCA
884
Mercer Capital Advisers
New Jersey
$722K +$61K +385 +9%
SS
885
Sunbelt Securities
Texas
$717K -$3.8K -24 -0.5%
PA
886
Pinnacle Associates
New York
$715K +$317 +2 +0%
SIG
887
Sargent Investment Group
Maryland
$712K -$1.9K -12 -0.3%
MCM
888
MAI Capital Management
Ohio
$711K +$64.2K +405 +10%
CL
889
Choreo LLC
Illinois
$709K
HCM
890
Howland Capital Management
Massachusetts
$706K
CK
891
Cohen Klingenstein
New York
$698K
AG
892
AlphaSimPlex Group
Massachusetts
$697K -$91.9K -580 -12%
CAAS
893
Capital Asset Advisory Services
Michigan
$697K +$114K +717 +19%
SAM
894
S.A. Mason
Michigan
$691K +$71.5K +451 +11%
PA
895
Parallel Advisors
California
$690K -$6.81K -43 -1%
DWT
896
Dorsey & Whitney Trust
South Dakota
$690K -$475 -3 -0.1%
CCT
897
Country Club Trust
Missouri
$689K +$41K +259 +6%
DAM
898
Delta Asset Management
Tennessee
$688K
MS
899
Madden Securities
Texas
$685K
RCAMU
900
Rothschild & Co Asset Management US
Connecticut
$684K -$14.7K -93 -2%