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Name Holding Trade Value Shares
Change
Change in
Stake
RJT
251
Raymond James Trust
Florida
$956K -$9.42K -30 -1%
GT
252
Greenleaf Trust
Michigan
$949K +$127K +404 +19%
FC
253
FORA Capital
Florida
$937K +$799K +2,547 New
MCM
254
MAI Capital Management
Ohio
$934K -$51.2K -163 -6%
LA
255
LVW Advisors
New York
$923K -$7.85K -25 -1%
TPA
256
Trivium Point Advisory
Connecticut
$910K +$162K +515 +28%
FTI
257
Fiduciary Trust International
Massachusetts
$902K +$769K +2,451 New
TC
258
TownSquare Capital
Utah
$899K +$104K +331 +17%
CWM
259
Calamos Wealth Management
Illinois
$890K -$17.3K -55 -2%
ACI
260
AMP Capital Investors
Australia
$884K
OFS
261
OneAscent Financial Services
Alabama
$881K +$55.9K +178 +8%
LFAS
262
Level Four Advisory Services
Texas
$869K +$38.6K +123 +5%
HC
263
Henshaw Capital
Massachusetts
$858K +$138K +439 +23%
SCA
264
Snowden Capital Advisors
New York
$851K +$43.3K +138 +6%
William Blair & Company
265
William Blair & Company
Illinois
$849K -$31.4K -100 -4%
RHP
266
Royal Harbor Partners
Texas
$832K -$140K -447 -17%
Vanguard Personalized Indexing Management
267
Vanguard Personalized Indexing Management
California
$823K +$399K +1,272 +132%
PSUF
268
People's United Financial
Connecticut
$816K -$294K -937 -30%
AT
269
Arden Trust
Delaware
$815K -$71.3K -227 -9%
S
270
SignatureFD
Georgia
$812K -$16.9K -54 -2%
JJ
271
JDC-JSC
New York
$810K +$691K +2,200 New
FHB
272
First Hawaiian Bank
Hawaii
$804K -$32.6K -104 -5%
QI
273
Qtron Investments
Massachusetts
$791K -$84.4K -269 -11%
CCM
274
Coldstream Capital Management
Washington
$786K +$7.85K +25 +1%
CCA
275
Checchi Capital Advisers
California
$751K -$8.47K -27 -1%