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Name Holding Trade Value Shares
Change
Change in
Stake
NC
751
Napatree Capital
Rhode Island
$676K +$661K +8,199 New
BIAS
752
Beacon Investment Advisory Services
New Jersey
$669K +$2.1K +26 +0.3%
SBIA
753
Sheaff Brock Investment Advisors
Indiana
$668K +$60.4K +750 +10%
HBT
754
Hills Bank & Trust
Iowa
$666K
VA
755
Vident Advisory
Georgia
$665K +$48.5K +602 +8%
RA
756
Ruggaard & Associates
Ohio
$663K -$4.83K -60 -0.7%
CSA
757
Cottage Street Advisors
Massachusetts
$663K
MMG
758
Monetary Management Group
Missouri
$660K
RPC
759
Rossmore Private Capital
Connecticut
$660K
TCM
760
Tran Capital Management
California
$660K
BCV
761
Banque Cantonale Vaudoise
Switzerland
$656K -$497K -6,166 -44%
HIA
762
Harbor Investment Advisory
Maryland
$650K -$403 -5 -0.1%
SHGA
763
Sand Hill Global Advisors
California
$649K
WP
764
WMS Partners
Maryland
$646K +$13.9K +172 +2%
SWM
765
Scissortail Wealth Management
Oklahoma
$646K +$615K +7,634 New
BSA
766
Bull Street Advisors
Georgia
$645K
EI
767
Ellevest Inc
New York
$644K -$32.1K -398 -5%
MC
768
Moors & Cabot
Massachusetts
$640K -$72.5K -900 -10%
PA
769
Profund Advisors
Maryland
$633K +$125K +1,546 +25%
SW
770
SlateStone Wealth
Florida
$630K
BBA
771
Baader Bank Aktiengesellschaft
Germany
$629K -$142K -1,762 -19%
HR
772
Howe & Rusling
New York
$627K -$886 -11 -0.1%
AWM
773
Axxcess Wealth Management
California
$626K +$248K +3,081 +68%
MYIA
774
Mount Yale Investment Advisors
Colorado
$626K -$745K -9,240 -55%
QCG
775
Quadrant Capital Group
Ohio
$626K +$14.5K +180 +2%