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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
751
Private Capital Advisors
Connecticut
$210K +$236K +884 New
VAS
752
Vestmark Advisory Solutions
Massachusetts
$210K -$1.87M -6,977 -90%
MCM
753
Manchester Capital Management
Vermont
$210K +$40.1K +150 +23%
CC
754
Courier Capital
New York
$210K – – –
TC
755
TwinBeech Capital
New York
$210K +$218K +816 New
MC
756
Moors & Cabot
Massachusetts
$208K +$217K +811 New
OWA
757
One Wealth Advisors
California
$208K – – –
IA
758
IFP Advisors
Florida
$207K -$7.49K -28 -3%
ACI
759
Alpha Cubed Investments
California
$206K +$215K +802 New
CB
760
Centennial Bank
Arkansas
$206K -$93.6K -350 -30%
CB
761
Community Bank
New York
$206K – – –
SIC
762
Sigma Investment Counselors
Michigan
$206K – – –
GCP
763
Garda Capital Partners
Minnesota
$205K +$213K +796 New
SW
764
SVB Wealth
Massachusetts
$204K -$16.6K -62 -7%
RVM
765
Robinson Value Management
Texas
$204K – – –
CT
766
Caldwell Trust
Florida
$196K – – –
BSC
767
Brown Shipley & Co
United Kingdom
$188K -$27.3K -102 -12%
QT
768
Quantbot Technologies
New York
$178K +$185K +691 New
UB
769
UMB Bank
Missouri
$173K -$6.15K -23 -3%
CWP
770
Concord Wealth Partners
Virginia
$172K +$149K +557 +489%
OC
771
Oakworth Capital
Alabama
$169K – – –
QCG
772
Quadrant Capital Group
Ohio
$163K -$23.5K -88 -12%
LC
773
Lindbrook Capital
California
$160K -$24.3K -91 -13%
AF
774
Allworth Financial
California
$159K +$11K +41 +7%
SIC
775
Salem Investment Counselors
North Carolina
$156K +$267 +1 +0.2%