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Name Holding Trade Value Shares
Change
Change in
Stake
NCMW
651
Northern Capital Management (Washington)
Washington
$532K – – –
RZH
652
Relyea Zuckerberg Hanson
Connecticut
$532K +$11.8K +38 +2%
BTWM
653
Baker Tilly Wealth Management
Wisconsin
$528K -$81.1K -262 -14%
TA
654
Townsend & Associates
Colorado
$525K +$280K +904 +127%
Saturna Capital
655
Saturna Capital
Washington
$525K – – –
PA
656
Prossimo Advisors
California
$517K +$929 +3 +0.2%
CFGS
657
Concourse Financial Group Securities
Alabama
$517K -$2.79K -9 -0.5%
FANJ
658
Financial Architects (New Jersey)
New Jersey
$510K -$78.3K -253 -14%
Maverick Capital
659
Maverick Capital
Texas
$503K +$254K +821 +106%
SageView Advisory Group
660
SageView Advisory Group
California
$499K +$490K +1,582 New
Perigon Wealth Management
661
Perigon Wealth Management
California
$496K -$18K -58 -4%
LA
662
LVW Advisors
New York
$495K +$30K +97 +7%
ESCM
663
Echo Street Capital Management
New York
$493K +$484K +1,564 New
AC
664
ASB Consultores
Florida
$489K +$480K +1,551 New
AP
665
Advisors Preferred
Maryland
$488K -$131K -422 -22%
TPWM
666
Twelve Points Wealth Management
Massachusetts
$488K +$51.7K +167 +12%
ATC
667
Argent Trust Co
Tennessee
$486K +$3.1K +10 +0.7%
SB
668
Sunflower Bank
Texas
$486K – – –
FCP
669
Fidelis Capital Partners
Florida
$485K +$457K +1,477 New
CC
670
Cannell & Co
New York
$477K – – –
TNBTD
671
Trustmark National Bank Trust Department
Mississippi
$472K – – –
TA
672
Tectonic Advisors
Texas
$470K -$197K -636 -30%
IA
673
IFG Advisors
Missouri
$462K – – –
MAI Capital Management
674
MAI Capital Management
Ohio
$458K -$42.1K -136 -9%
AO
675
Advisor OS
Illinois
$457K +$30.6K +99 +7%