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Name Holding Trade Value Shares
Change
Change in
Stake
RJT
476
Raymond James Trust
Florida
$689K -$105K -627 -13%
SFP
477
Shepherd Financial Partners
Massachusetts
$684K +$692K +4,146 New
KeyBank National Association
478
KeyBank National Association
Ohio
$671K -$225K -1,348 -25%
NFG
479
Nations Financial Group
Iowa
$671K
MCM
480
MAI Capital Management
Ohio
$669K +$676K +4,053 New
VFA
481
Values First Advisors
Tennessee
$668K +$69.6K +417 +11%
BWP
482
BSW Wealth Partners
Colorado
$664K -$3.84K -23 -0.6%
TSS
483
Two Sigma Securities
New York
$647K +$654K +3,920 New
GA
484
Geller Advisors
New York
$644K -$64.6K -387 -9%
EWS
485
Evergreen Wealth Solutions
Pennsylvania
$633K +$641K +3,840 New
MWAM
486
Manhattan West Asset Management
California
$622K +$629K +3,769 New
LOAMS
487
Lombard Odier Asset Management (Switzerland)
Switzerland
$618K +$625K +3,747 New
CG
488
Caprock Group
Idaho
$613K +$149K +894 +32%
ACM
489
Azimuth Capital Management
Michigan
$611K -$15K -90 -2%
RC
490
RegentAtlantic Capital
New Jersey
$607K +$39.7K +238 +7%
AIP
491
Ameritas Investment Partners
Nebraska
$585K -$31.9K -191 -5%
MOS
492
MGO One Seven
Ohio
$585K +$41.9K +251 +8%
DY
493
Dowling & Yahnke
California
$584K +$223K +1,338 +61%
BCM
494
Brasada Capital Management
Texas
$577K +$584K +3,500 New
BRWA
495
B. Riley Wealth Advisors
Florida
$574K -$15.5K -93 -3%
ESCM
496
Echo Street Capital Management
New York
$573K +$580K +3,476 New
PIC
497
PCJ Investment Counsel
Ontario, Canada
$571K
S
498
SignatureFD
Georgia
$566K +$115K +690 +25%
CP
499
Covenant Partners
Tennessee
$564K
OWM
500
OneAscent Wealth Management
Alabama
$561K -$367K -2,200 -39%