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Name Holding Trade Value Shares
Change
Change in
Stake
RWA
401
Ropes Wealth Advisors
Massachusetts
$676K -$2.45K -80 -0.3%
ST
402
Sabal Trust
Florida
$675K
HI
403
Harbour Investments
Wisconsin
$672K +$726K +23,709 New
AWM
404
Apollon Wealth Management
South Carolina
$664K +$213K +6,942 +42%
Credit Agricole
405
Credit Agricole
France
$662K +$187K +6,112 +35%
SSG
406
Summit Securities Group
New York
$661K -$230K -7,501 -24%
PGIM
407
Pacific Global Investment Management
California
$661K +$73.7K +2,404 +11%
DWA
408
Douglass Winthrop Advisors
New York
$659K
MIAN
409
Mariner Independent Advisor Network
Kansas
$659K +$62.5K +2,040 +10%
CC
410
Corsicana & Co
Texas
$657K
QCG
411
Quadrant Capital Group
Ohio
$654K -$1.66K -54 -0.2%
HIM
412
Hotaling Investment Management
Pennsylvania
$654K +$352K +11,500 +99%
CC
413
Courier Capital
New York
$652K
GD
414
Grandfield & Dodd
New York
$650K -$14.9K -486 -2%
PFO
415
Pathstone Family Office
New Jersey
$643K +$155K +5,071 +29%
SC
416
Savant Capital
Illinois
$635K +$106K +3,468 +18%
JGUA
417
John G. Ullman & Associates
New York
$631K
Kayne Anderson Rudnick Investment Management
418
Kayne Anderson Rudnick Investment Management
California
$630K +$21.2K +693 +3%
CF
419
Centaurus Financial
California
$629K +$19.8K +645 +3%
WIM
420
Wittenberg Investment Management
Massachusetts
$627K +$15.3K +500 +2%
CI
421
Clal Insurance
Israel
$624K +$674K +22,000 New
RPC
422
Rossmore Private Capital
Connecticut
$618K
EP
423
Eudaimonia Partners
Tennessee
$616K +$13K +423 +2%
OHIS
424
Oak Harvest Investment Services
Texas
$616K +$54.8K +1,790 +9%
HIS
425
Horizon Investment Services
Indiana
$612K