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Name Holding Trade Value Shares
Change
Change in
Stake
1SB
801
1ST Source Bank
Indiana
$284K +$1.46K +11 +0.5%
PP
802
Prudential plc
United Kingdom
$283K +$4.78K +36 +2%
WP
803
WMS Partners
Maryland
$280K -$63.6K -479 -18%
MMG
804
Monetary Management Group
Missouri
$279K
PCM
805
Prelude Capital Management
New York
$276K -$66.3K -499 -19%
HPC
806
HM Payson & Co
Maine
$275K +$288K +2,169 New
AL
807
Aspiriant LLC
California
$273K +$286K +2,151 New
SS
808
Simplicity Solutions
Minnesota
$273K +$286K +2,152 New
MMHP
809
Murphy Middleton Hinkle & Parker
Georgia
$269K
WIA
810
Wealthstreet Investment Advisors
Texas
$268K
CBN
811
Cadence Bank NA
Texas
$268K +$280K +2,109 New
DIA
812
Dana Investment Advisors
Wisconsin
$265K -$26.6M -200,183 -99%
PMG
813
ProVise Management Group
Florida
$264K
CGL
814
Clarius Group LLC
Washington
$264K +$276K +2,076 New
FANJ
815
Financial Architects (New Jersey)
New Jersey
$260K +$24.4K +184 +10%
GCP
816
GSA Capital Partners
United Kingdom
$258K +$270K +2,031 New
AF
817
Advisornet Financial
Minnesota
$255K -$57.9K -436 -18%
GP
818
Girard Partners
Pennsylvania
$255K -$57.4K -432 -18%
EDRH
819
Edmond de Rothschild Holding
Switzerland
$254K -$196K -1,473 -42%
EWM
820
Evermay Wealth Management
Virginia
$254K +$60.6K +456 +29%
FRM
821
Foundation Resource Management
Arkansas
$250K
ACH
822
ArrowMark Colorado Holdings
Colorado
$248K
LIM
823
Leavell Investment Management
Alabama
$247K -$11.3K -85 -4%
BWAM
824
Boyd Watterson Asset Management
Ohio
$244K +$40.3K +303 +19%
PCG
825
Private Capital Group
Connecticut
$243K -$69.5K -523 -22%