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Name Holding Trade Value Shares
Change
Change in
Stake
SGA
401
Strategic Global Advisors
California
$996K -$1.72K -48 -0.2%
GM
402
GeoWealth Management
Illinois
$974K +$119K +3,311 +15%
WAAG
403
Wealth Alliance Advisory Group
Kansas
$971K
GC
404
Garde Capital
Washington
$967K -$4.63K -129 -0.5%
FRM
405
Fox Run Management
Connecticut
$963K +$916K +25,555 New
HT
406
Heritage Trust
Oklahoma
$959K -$26K -724 -3%
VA
407
Vident Advisory
Georgia
$957K +$43.3K +1,207 +5%
SW
408
SVB Wealth
Massachusetts
$954K -$21.7K -604 -2%
FM
409
Foster & Motley
Ohio
$952K -$6.56K -183 -0.7%
CAM
410
Cozad Asset Management
Illinois
$951K -$10.5K -293 -1%
LCGC
411
Legacy Capital Group California
California
$937K -$31.1K -866 -3%
CPC
412
Cookson Peirce & Co
Pennsylvania
$935K +$890K +24,812 New
MWM
413
Mission Wealth Management
California
$928K +$239K +6,659 +37%
TIAA Trust, National Association
414
TIAA Trust, National Association
North Carolina
$924K -$105K -2,919 -11%
FCIM
415
Fairview Capital Investment Management
California
$918K +$873K +24,360 New
HT
416
Headlands Technologies
Illinois
$917K +$458K +12,768 +110%
FCP
417
Fidelis Capital Partners
Florida
$914K +$315K +8,792 +57%
WB
418
WesBanco Bank
West Virginia
$913K +$118K +3,285 +16%
MCM
419
MAI Capital Management
Ohio
$911K -$99.4K -2,771 -10%
GC
420
Guggenheim Capital
Illinois
$906K -$299K -8,340 -26%
CIAS
421
Capital Investment Advisory Services
North Carolina
$904K -$52.6K -1,468 -6%
MIM
422
Martin Investment Management
Florida
$903K
CCM
423
Corsair Capital Management
New York
$892K +$849K +23,678 New
VPP
424
Vertex Planning Partners
Illinois
$884K -$108K -3,000 -11%
SC
425
Sapient Capital
Indiana
$884K -$224K -6,250 -21%