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Name Holding Trade Value Shares
Change
Change in
Stake
BF
501
BOK Financial
Oklahoma
$300K +$328K +2,874 New
BPA
502
Beacon Pointe Advisors
California
$294K +$321K +2,807 New
WA
503
WealthTrust Axiom
Pennsylvania
$289K +$22.9K +200 +8%
AIA
504
Affinity Investment Advisors
California
$288K -$1.81M -15,871 -85%
PA
505
Parallel Advisors
California
$288K +$19K +166 +6%
APP
506
Alpha Paradigm Partners
Illinois
$282K +$32.9K +288 +12%
GTCM
507
Gyon Technologies Capital Management
New Jersey
$281K +$101K +887 +49%
PWA
508
Phoenix Wealth Advisors
North Carolina
$279K +$2.63K +23 +0.9%
CWA
509
Canvas Wealth Advisors
Kansas
$272K -$75.2K -658 -20%
IC
510
IEQ Capital
California
$272K +$75.9K +664 +34%
HW
511
Hancock Whitney
Mississippi
$271K -$10.8M -94,463 -97%
CRWM
512
Castle Rock Wealth Management
California
$269K +$571 +5 +0.2%
Brown Advisory
513
Brown Advisory
Maryland
$268K -$265K -2,315 -47%
WJWM
514
Williams Jones Wealth Management
New York
$266K -$343 -3 -0.1%
MC
515
Moors & Cabot
Massachusetts
$266K +$43.9K +384 +18%
GF
516
Gries Financial
Ohio
$265K
GVAG
517
Great Valley Advisor Group
Delaware
$265K +$23.4K +205 +9%
FLII
518
First Long Island Investors
New York
$263K
PSUF
519
People's United Financial
Connecticut
$262K -$10.1K -88 -3%
DWT
520
Dorsey & Whitney Trust
South Dakota
$262K -$2.4K -21 -0.8%
MFG
521
Menard Financial Group
Texas
$260K -$45.9K -402 -14%
FMLI
522
Fukoku Mutual Life Insurance
Japan
$260K +$44.6K +390 +19%
TCBWMS
523
Texas Capital Bank Wealth Management Services
Texas
$259K +$283K +2,475 New
FLPIM
524
F.L. Putnam Investment Management
Massachusetts
$256K
PWPS
525
Pinnacle Wealth Planning Services
Ohio
$253K -$48.1K -421 -15%