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Name Holding Trade Value Shares
Change
Change in
Stake
HFM
726
Hartford Financial Management
Connecticut
$5.57M -$131K -1,265 -2%
TFO
727
Tarbox Family Office
California
$5.57M +$592K +5,714 +13%
SB
728
Sunflower Bank
Texas
$5.57M -$56K -541 -1%
LBC
729
Lowe Brockenbrough & Co
Virginia
$5.52M -$207K -2,001 -4%
CPA
730
Capital Planning Advisors
California
$5.52M -$66.3K -640 -1%
AF
731
Advisornet Financial
Minnesota
$5.49M +$91.6K +885 +2%
AssetMark Inc
732
AssetMark Inc
California
$5.47M +$1.72M +16,648 +50%
AC
733
Addenda Capital
Quebec, Canada
$5.46M -$66.6K -643 -1%
SWS
734
SYSTM Wealth Solutions
Illinois
$5.46M +$5.15M +49,701 New
CK
735
Cohen Klingenstein
New York
$5.43M
KCPG
736
Kavar Capital Partners Group
Kansas
$5.39M +$143K +1,385 +3%
CCB
737
Country Club Bank
Missouri
$5.37M +$3.18M +30,680 +168%
CTA
738
Colonial Trust Advisors
South Carolina
$5.36M -$580K -5,599 -10%
CI
739
CX Institutional
Indiana
$5.36M +$1.68M +16,222 +50%
RCM
740
RB Capital Management
Nevada
$5.35M +$66.7K +644 +1%
ATWA
741
Arbor Trust Wealth Advisors
Michigan
$5.35M +$30.5K +295 +0.6%
KNW
742
Kesler Norman & Wride
Utah
$5.34M +$635K +6,130 +14%
NAM
743
NorthCrest Asset Manangement
Minnesota
$5.32M -$1.17M -11,270 -19%
PCA
744
Providence Capital Advisors
North Carolina
$5.28M +$19.9K +192 +0.4%
ZIC
745
ZWJ Investment Counsel
Georgia
$5.28M +$18.6K +180 +0.4%
ACM
746
Ayrshire Capital Management
Connecticut
$5.21M +$24.1K +233 +0.5%
BP
747
BBR Partners
New York
$5.21M -$44K -425 -0.9%
DT
748
Diversified Trust
Tennessee
$5.21M +$923K +8,914 +23%
GH
749
GAM Holding
Switzerland
$5.18M -$1.76M -16,997 -26%
LWANC
750
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.17M +$165K +1,595 +4%