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Name Holding Trade Value Shares
Change
Change in
Stake
STA
1351
Summit Trail Advisors
New York
$718K
GCC
1352
Guardian Capital (Canada)
Ontario, Canada
$717K -$9.46K -25 -1%
FCBT
1353
First Citizens Bank & Trust
North Carolina
$715K +$37.5K +99 +4%
PWM
1354
Perigon Wealth Management
California
$712K -$81.7K -216 -8%
PG
1355
Patten Group
Tennessee
$712K -$58.3K -154 -6%
EH
1356
Equitable Holdings
New York
$711K +$29.5K +78 +3%
DA
1357
Dillon & Associates
Michigan
$707K +$4.92K +13 +0.5%
AF
1358
Apexium Financial
Texas
$707K +$252K +665 +35%
BOTW
1359
Bank of the West
California
$706K -$153K -405 -14%
SWM
1360
Sculati Wealth Management
Michigan
$706K +$103K +271 +12%
WWA
1361
WCG Wealth Advisors
Nevada
$705K +$905K +2,392 New
BAM
1362
Bellevue Asset Management
Washington
$704K
FFN
1363
Focus Financial Network
Minnesota
$704K +$83.6K +221 +9%
EHWM
1364
Eads & Heald Wealth Management
Georgia
$701K +$226K +598 +31%
LFP
1365
Leeward Financial Partners
Washington
$700K +$7.95K +21 +0.8%
EF
1366
Empowered Funds
Pennsylvania
$695K +$571K +1,509 +149%
TA
1367
Tectonic Advisors
Texas
$693K
KLCM
1368
KG&L Capital Management
Louisiana
$691K -$388K -1,026 -29%
BBNA
1369
Bremer Bank National Association
Minnesota
$691K -$238K -630 -20%
BWP
1370
BSW Wealth Partners
Colorado
$691K -$41.2K -109 -4%
BCA
1371
Bray Capital Advisors
Florida
$691K
RIM
1372
Regent Investment Management
Kentucky
$691K +$132K +350 +16%
LT
1373
Lindsell Train
United Kingdom
$688K
MHC
1374
Meyer Handelman Company
New York
$688K
NM
1375
NWI Management
New York
$688K