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Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
651
Prio Wealth Limited Partnership
Massachusetts
$723K – – –
Nicholas Hoffman & Company
652
Nicholas Hoffman & Company
Georgia
$719K -$9.93K -145 -1%
CWM
653
Cahaba Wealth Management
Georgia
$716K +$1.44K +21 +0.2%
SG
654
StoneX Group
New York
$713K +$135K +1,972 +22%
CPWA
655
Cerro Pacific Wealth Advisors
California
$711K -$6.98K -102 -0.9%
CT
656
Caldwell Trust
Florida
$706K -$58.9K -860 -7%
BA
657
BCM Advisors
Louisiana
$704K – – –
Caprock Group
658
Caprock Group
Idaho
$701K +$138K +2,020 +23%
Diversified Trust
659
Diversified Trust
Tennessee
$700K +$743K +10,856 New
CIAS
660
Capital Investment Advisory Services
North Carolina
$696K -$146K -2,128 -16%
Gratus Capital
661
Gratus Capital
Georgia
$695K -$40.4K -590 -5%
QI
662
Qtron Investments
Massachusetts
$694K +$188K +2,742 +34%
Confluence Wealth Services
663
Confluence Wealth Services
Pennsylvania
$694K +$11.8K +172 +2%
IHT Wealth Management
664
IHT Wealth Management
Illinois
$693K +$43.8K +640 +6%
FIBT
665
First International Bank & Trust
North Dakota
$687K -$32.3K -472 -4%
Bragg Financial Advisors
666
Bragg Financial Advisors
North Carolina
$686K – – –
ZWJ Investment Counsel
667
ZWJ Investment Counsel
Georgia
$685K -$8.63K -126 -1%
WCF
668
West Coast Financial
California
$682K -$40.8K -596 -5%
F.L. Putnam Investment Management
669
F.L. Putnam Investment Management
Massachusetts
$680K +$3.7K +54 +0.5%
Koshinski Asset Management
670
Koshinski Asset Management
Illinois
$678K -$7.74K -113 -1%
SAM
671
Smithbridge Asset Management
Pennsylvania
$678K – – –
FPWM
672
FSB Premier Wealth Management
Iowa
$677K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
673
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$671K -$9.49M -138,700 -93%
SPC
674
Stewart & Patten Company
California
$671K -$13.7K -200 -2%
VIG
675
Vienna Insurance Group
Poland
$669K +$710K +10,374 New