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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
726
Forum Financial Management
Illinois
$802K +$779K +4,148 New
IC
727
Inscription Capital
Texas
$799K +$37.8K +201 +5%
HVIA
728
Hudson Valley Investment Advisors
New York
$793K -$30.1K -160 -4%
BC
729
Bowman & Company
Wisconsin
$793K +$771K +4,103 New
FFWA
730
FRG Family Wealth Advisors
Washington
$787K
AWM
731
Avior Wealth Management
Nebraska
$786K -$206K -1,096 -21%
RC
732
Roundview Capital
New Jersey
$785K
BFO
733
Biltmore Family Office
North Carolina
$783K +$759K +4,043 New
MWM
734
Modera Wealth Management
New Jersey
$783K +$761K +4,051 New
AC
735
ASB Consultores
Florida
$778K +$756K +4,023 New
SA
736
Sicart Associates
New York
$776K -$100K -535 -12%
KWM
737
Kingsview Wealth Management
Oregon
$775K -$6.39K -34 -0.8%
DDC
738
DF Dent & Co
Maryland
$775K +$18.2K +97 +2%
DHFB
739
Dixon Hubard Feinour & Brown
Virginia
$773K
PAA
740
Peregrine Asset Advisers
Oregon
$772K +$211K +1,124 +39%
HC
741
Henshaw Capital
Massachusetts
$770K -$171K -910 -19%
BP
742
Ballentine Partners
Massachusetts
$770K +$137K +728 +22%
MW
743
Marcum Wealth
Ohio
$770K +$397K +2,112 +113%
FA
744
FC Advisory
Pennsylvania
$766K
MA
745
Montag & Associates
Georgia
$763K
MBT
746
Montecito Bank & Trust
California
$761K
WA
747
WBH Advisory
Maryland
$752K -$7.51K -40 -1%
CTA
748
Chesley Taft & Associates
Illinois
$747K
SIM
749
Sentry Investment Management
Wisconsin
$747K
BOH
750
Bank of Hawaii
Hawaii
$746K -$6.39K -34 -0.9%