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Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
676
Moody National Bank Trust Division
Texas
$265K +$38K +68 +14%
LFS
677
Legacy Financial Strategies
Kansas
$261K +$88.2K +158 +41%
MFG
678
Menard Financial Group
Texas
$260K -$74.8K -134 -20%
ACA
679
Atlas Capital Advisors
Wyoming
$259K -$143K -257 -32%
GIA
680
Gateway Investment Advisers
Ohio
$256K +$47.4K +85 +19%
QCM
681
Quantinno Capital Management
New York
$255K +$84.8K +152 +40%
OPS
682
Orion Portfolio Solutions
Nebraska
$252K +$28.5K +51 +11%
MGIA
683
Moneta Group Investment Advisors
Missouri
$252K +$40.7K +73 +16%
VFA
684
Valeo Financial Advisors
Indiana
$248K -$69.8K -125 -19%
Vontobel Holding
685
Vontobel Holding
Switzerland
$247K -$75.9K -136 -21%
B
686
Bellecapital
Switzerland
$247K
GDP
687
Great Diamond Partners
Maine
$247K +$9.49K +17 +3%
WTA
688
Washington Trust Advisors
Massachusetts
$247K +$10.6K +19 +4%
DA
689
Dillon & Associates
Michigan
$247K +$92.7K +166 +47%
CFG
690
Cooper Financial Group
California
$239K +$2.23K +4 +0.8%
ST
691
Sentinel Trust
Texas
$237K -$8.93K -16 -3%
GA
692
Geller Advisors
New York
$237K
CG
693
Cutler Group
California
$237K +$279K +500 New
C
694
CEDRUS
Colorado
$237K +$12.3K +22 +5%
OWA
695
Opal Wealth Advisors
New York
$236K -$26.8K -48 -9%
RFC
696
Regions Financial Corp
Alabama
$236K -$21.8K -39 -7%
TCM
697
Telos Capital Management
California
$235K +$275K +493 New
AC
698
ASB Consultores
Florida
$232K -$46.3K -83 -15%
FW
699
FirstPurpose Wealth
Utah
$229K +$9.49K +17 +4%
FHA
700
Flagship Harbor Advisors
Massachusetts
$229K +$30.1K +54 +13%