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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
401
Capital Investment Advisory Services
North Carolina
$865K -$562 -15 -0.1%
QI
402
Qtron Investments
Massachusetts
$865K +$57.5K +1,534 +7%
ST
403
Sabal Trust
Florida
$860K -$99.1K -2,646 -10%
TIAA Trust, National Association
404
TIAA Trust, National Association
North Carolina
$854K -$32K -855 -3%
CIA
405
Concurrent Investment Advisors
Florida
$852K +$366K +9,768 +71%
OHIS
406
Oak Harvest Investment Services
Texas
$850K +$86.1K +2,298 +11%
GWMR
407
GC Wealth Management RIA
Massachusetts
$850K +$125K +3,338 +17%
VPP
408
Vertex Planning Partners
Illinois
$849K +$1.95K +52 +0.2%
ST
409
SAL Trading
Pennsylvania
$848K +$881K +23,500 New
FFM
410
Forum Financial Management
Illinois
$848K +$12.9K +343 +1%
SC
411
Sapient Capital
Indiana
$847K
ZB
412
Zions Bancorporation
Utah
$847K -$137K -3,654 -13%
MSFP
413
Mark Sheptoff Financial Planning
Connecticut
$845K -$120K -3,197 -12%
HWM
414
HB Wealth Management
Georgia
$839K +$292K +7,787 +50%
GVAG
415
Great Valley Advisor Group
Delaware
$836K -$2.96K -79 -0.3%
Rafferty Asset Management
416
Rafferty Asset Management
New York
$835K -$176K -4,696 -17%
Bessemer Group
417
Bessemer Group
New Jersey
$833K +$284K +7,573 +49%
QCG
418
Quadrant Capital Group
Ohio
$832K +$31.8K +848 +4%
RPC
419
Rossmore Private Capital
Connecticut
$829K
OPCM
420
Osborne Partners Capital Management
California
$826K +$52.5K +1,400 +7%
SF
421
Synovus Financial
Georgia
$825K -$22.1K -590 -3%
CCM
422
CAAS Capital Management
New York
$816K
SC
423
Savant Capital
Illinois
$811K -$192K -5,136 -19%
ACM
424
Argyle Capital Management
Pennsylvania
$809K +$149K +3,966 +22%
BSW
425
Buckingham Strategic Wealth
Missouri
$808K -$20.7K -553 -2%