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Name Holding Trade Value Shares
Change
Change in
Stake
BRWM
401
B. Riley Wealth Management
Tennessee
$246K +$210K +668 New
GDP
402
Great Diamond Partners
Maine
$239K +$204K +650 New
B
403
Barings
North Carolina
$238K – – –
GCC
404
Guardian Capital (Canada)
Ontario, Canada
$238K +$203K +646 New
SA
405
Shilanski & Associates
Alaska
$234K +$200K +636 New
Lido Advisors
406
Lido Advisors
California
$228K +$194K +619 New
GBT
407
Grove Bank & Trust
Florida
$226K +$193K +614 New
IA
408
IFP Advisors
Florida
$224K +$9.73K +31 +5%
KMWM
409
Keudell/Morrison Wealth Management
Oregon
$224K +$191K +609 New
Brown Advisory
410
Brown Advisory
Maryland
$223K +$190K +604 New
EWA
411
Exencial Wealth Advisors
Oklahoma
$223K +$191K +607 New
AFC
412
AFT Forsyth & Company
Florida
$221K +$188K +600 New
ACI
413
Alpha Cubed Investments
California
$219K +$187K +595 New
IFAM
414
Institutional & Family Asset Management
Colorado
$215K +$942 +3 +0.5%
SBIA
415
Sheaff Brock Investment Advisors
Indiana
$212K +$180K +575 New
CT
416
Caldwell Trust
Florida
$212K – – –
CCA
417
Clearwater Capital Advisors
Illinois
$211K +$180K +572 New
AWM
418
Altium Wealth Management
New York
$210K +$179K +571 New
HH
419
Hilltop Holdings
Texas
$209K +$179K +569 New
RCAG
420
Rehmann Capital Advisory Group
Michigan
$205K +$175K +556 New
MA
421
MUFG Americas
New York
$204K +$116K +368 +198%
JCM
422
Janney Capital Management
Pennsylvania
$204K +$174K +553 New
W
423
WealthStone
Ohio
$203K +$173K +552 New
PG
424
Pendal Group
Australia
$203K +$173K +551 New
FT
425
Fiduciary Trust
Massachusetts
$202K +$172K +549 New