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Name Holding Trade Value Shares
Change
Change in
Stake
ECG
776
Edge Capital Group
Georgia
$685K +$659K +7,668 New
IAS
777
Insigneo Advisory Services
Florida
$682K +$44K +512 +8%
ABC
778
Associated Banc-Corp
Wisconsin
$681K -$10.3K -120 -2%
HTC
779
Haverford Trust Company
Pennsylvania
$680K -$1.82M -21,160 -74%
CT
780
Colonial Trust
South Carolina
$680K +$71.7K +834 +12%
AWM
781
Abound Wealth Management
Tennessee
$678K -$688 -8 -0.1%
HR
782
Howe & Rusling
New York
$678K – – –
BSA
783
Bull Street Advisors
Georgia
$676K -$21.5K -250 -3%
PA
784
Profund Advisors
Maryland
$672K -$27.2K -316 -4%
ECP
785
Epacria Capital Partners
Colorado
$670K – – –
NA
786
Nottingham Advisors
New York
$670K +$645K +7,500 New
BJL
787
Brighton Jones LLC
Washington
$669K +$31K +361 +5%
PTC
788
Private Trust Company
Ohio
$669K +$117K +1,361 +22%
SW
789
SVB Wealth
Massachusetts
$665K -$112K -1,298 -15%
SHGA
790
Sand Hill Global Advisors
California
$663K -$37.6K -437 -6%
IIM
791
Ipswich Investment Management
Massachusetts
$662K – – –
SBIA
792
Sheaff Brock Investment Advisors
Indiana
$656K – – –
RIA
793
Richwood Investment Advisors
Ohio
$654K – – –
PCA
794
Prosperity Capital Advisors
Ohio
$646K -$743K -8,644 -54%
JIP
795
Jaffetilchin Investment Partners
Florida
$641K -$6.45K -75 -1%
GS
796
GTS Securities
Florida
$641K +$617K +7,176 New
MC
797
Moors & Cabot
Massachusetts
$640K -$34K -395 -5%
QIM
798
Quantitative Investment Management
Virginia
$640K +$617K +7,172 New
LCM
799
Laurion Capital Management
New York
$639K +$615K +7,156 New
DA
800
Denali Advisors
California
$636K -$233K -2,710 -28%