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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
676
HBK Sorce Advisory
Pennsylvania
$885K +$93.7K +272 +12%
SBIA
677
Sheaff Brock Investment Advisors
Indiana
$879K -$6.89K -20 -0.8%
VCA
678
Verdence Capital Advisors
Maryland
$872K -$37.9K -110 -4%
BWM
679
Baystate Wealth Management
Massachusetts
$868K -$344 -1 -0%
YWP
680
YorkBridge Wealth Partners
New York
$867K -$29.6K -86 -3%
PCA
681
Peddock Capital Advisors
Massachusetts
$865K -$77.5K -225 -8%
Vanguard Capital Wealth Advisors
682
Vanguard Capital Wealth Advisors
Colorado
$865K – – –
GT
683
Greenleaf Trust
Michigan
$863K +$337K +980 +67%
CCM
684
Canal Capital Management
Virginia
$854K +$3.44K +10 +0.4%
AC
685
Avestar Capital
New York
$852K +$17.6K +51 +2%
FHA
686
Flagship Harbor Advisors
Massachusetts
$850K +$2.75K +8 +0.3%
BPCA
687
Bank Pictet & Cie (Asia)
Singapore
$849K -$216K -626 -21%
ASC
688
Atalanta Sosnoff Capital
New York
$848K +$826K +2,400 New
WAM
689
Wealthspire Advisors (Maryland)
Maryland
$835K +$37.9K +110 +5%
CWM
690
Confluence Wealth Management
Oregon
$830K +$3.44K +10 +0.4%
IB
691
Intrust Bank
Kansas
$830K +$53K +154 +7%
UH
692
Unigestion Holding
Switzerland
$829K -$214K -623 -21%
RIM
693
Rampart Investment Management
Connecticut
$828K -$228K -661 -14%
BFM
694
Boston Financial Management
Massachusetts
$813K +$792K +2,300 New
VIA
695
Vident Investment Advisory
Georgia
$812K +$200K +581 +34%
CB
696
Cadence Bank
Mississippi
$811K -$26.5K -77 -3%
AP
697
Arlington Partners
Alabama
$809K +$8.61K +25 +1%
ET
698
Equitable Trust
Tennessee
$804K -$225K -653 -22%
JCM
699
Jacobi Capital Management
Pennsylvania
$804K +$61.3K +178 +8%
BP
700
Ballentine Partners
Massachusetts
$787K -$646K -1,877 -46%