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Name Holding Trade Value Shares
Change
Change in
Stake
CT
676
Cambridge Trust
Massachusetts
$550K -$117K -1,988 -17%
Jones Financial Companies
677
Jones Financial Companies
Missouri
$550K -$2.12K -36 -0.4%
VFA
678
Valeo Financial Advisors
Indiana
$546K +$21.4K +363 +4%
ATC
679
Argent Trust Co
Tennessee
$545K +$23.5K +400 +4%
BTI
680
Blue Trust Inc
Georgia
$539K +$4.18K +71 +0.7%
JC
681
Jacobs & Co
California
$537K +$563K +9,563 New
ACM
682
AlphaCrest Capital Management
New York
$534K -$1.4M -23,746 -71%
QI
683
Qtron Investments
Massachusetts
$533K
BBHC
684
Brown Brothers Harriman & Co
New York
$533K +$824 +14 +0.1%
BS
685
Boenning & Scattergood
Pennsylvania
$526K -$7.12K -121 -1%
MMHP
686
Murphy Middleton Hinkle & Parker
Georgia
$524K -$14.6K -248 -3%
LWM
687
Laidlaw Wealth Management
New York
$518K -$86.9K -1,477 -14%
SP
688
Symmetry Partners
Connecticut
$516K
ACM
689
AlphaStar Capital Management
North Carolina
$515K +$7.24K +123 +1%
TC
690
Telemus Capital
Michigan
$514K -$294 -5 -0.1%
RCAG
691
Rehmann Capital Advisory Group
Michigan
$510K +$63.4K +1,078 +13%
SHGA
692
Sand Hill Global Advisors
California
$510K -$59 -1 -0%
OIA
693
Optimum Investment Advisors
Illinois
$509K
SG
694
StoneX Group
New York
$509K +$70.8K +1,203 +15%
DI
695
Diligent Investors
California
$507K
FF
696
FourThought Financial
Florida
$503K -$139K -2,358 -21%
RPCONE
697
Retirement Planning Company of New England
Rhode Island
$503K +$412 +7 +0.1%
ABC
698
Associated Banc-Corp
Wisconsin
$501K -$10.8K -184 -2%
IPW
699
Inlet Private Wealth
Florida
$500K
MWM
700
Mission Wealth Management
California
$499K +$2.71K +46 +0.5%