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Name Holding Trade Value Shares
Change
Change in
Stake
RJT
201
Raymond James Trust
Florida
$309K -$769 -8 -0.3%
DBT
202
Dubuque Bank & Trust
Iowa
$308K
SWM
203
Shelton Wealth Management
Texas
$307K -$6.15K -64 -2%
US Bancorp
204
US Bancorp
Minnesota
$304K -$1.92K -20 -0.6%
IP
205
Ignite Planners
California
$303K
BFS
206
Bradley Foster & Sargent
Connecticut
$302K -$162K -1,690 -35%
P
207
&Partners
Tennessee
$293K
TC
208
Telemus Capital
Michigan
$291K
SC
209
Steph & Co
Wisconsin
$290K -$9.23K -96 -3%
SSA
210
Schonfeld Strategic Advisors
New York
$290K +$284K +2,952 New
BC
211
Burney Company
Virginia
$288K
BCI
212
Brinker Capital Investments
Pennsylvania
$280K -$1.63K -17 -0.6%
EWM
213
EPG Wealth Management
Georgia
$277K +$26.1K +271 +11%
AIM
214
Aigen Investment Management
New York
$275K +$269K +2,796 New
Barclays
215
Barclays
United Kingdom
$274K -$923K -9,604 -78%
RFC
216
Regions Financial Corp
Alabama
$273K
EI
217
Ethic Inc
New York
$269K +$263K +2,734 New
CIBC Asset Management
218
CIBC Asset Management
Ontario, Canada
$259K
S
219
SignatureFD
Georgia
$248K
SAM
220
Silvercrest Asset Management
New York
$241K
BAM
221
Belpointe Asset Management
Nevada
$237K -$22.9K -238 -9%
VAM
222
Verity Asset Management
North Carolina
$235K +$229K +2,379 New
SPC
223
Sigma Planning Corp
Michigan
$229K
P
224
Pitcairn
Pennsylvania
$226K +$865 +9 +0.4%
TAM
225
Todd Asset Management
Kentucky
$220K