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Name Holding Trade Value Shares
Change
Change in
Stake
RZH
651
Relyea Zuckerberg Hanson
Connecticut
$532K +$11.8K +38 +2%
BTWM
652
Baker Tilly Wealth Management
Wisconsin
$528K -$81.1K -262 -14%
TA
653
Townsend & Associates
Colorado
$525K +$280K +904 +127%
SC
654
Saturna Capital
Washington
$525K
PA
655
Prossimo Advisors
California
$517K +$929 +3 +0.2%
CFGS
656
Concourse Financial Group Securities
Alabama
$517K -$2.79K -9 -0.5%
FANJ
657
Financial Architects (New Jersey)
New Jersey
$510K -$78.3K -253 -14%
MC
658
Maverick Capital
Texas
$503K +$254K +821 +106%
SAG
659
SageView Advisory Group
California
$499K +$490K +1,582 New
PWM
660
Perigon Wealth Management
California
$496K -$18K -58 -4%
LA
661
LVW Advisors
New York
$495K +$30K +97 +7%
ESCM
662
Echo Street Capital Management
New York
$493K +$484K +1,564 New
AC
663
ASB Consultores
Florida
$489K +$480K +1,551 New
AP
664
Advisors Preferred
Maryland
$488K -$131K -422 -22%
TPWM
665
Twelve Points Wealth Management
Massachusetts
$488K +$51.7K +167 +12%
ATC
666
Argent Trust Co
Tennessee
$486K +$3.1K +10 +0.7%
SB
667
Sunflower Bank
Texas
$486K
FCP
668
Fidelis Capital Partners
Florida
$485K +$457K +1,477 New
CC
669
Cannell & Co
New York
$477K
TNBTD
670
Trustmark National Bank Trust Department
Mississippi
$472K
TA
671
Tectonic Advisors
Texas
$470K -$197K -636 -30%
IA
672
IFG Advisors
Missouri
$462K
MCM
673
MAI Capital Management
Ohio
$458K -$42.1K -136 -9%
AO
674
Advisor OS
Illinois
$457K +$30.6K +99 +7%
NRS
675
Neville Rodie & Shaw
New York
$457K -$15.5K -50 -3%