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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
601
Argent Financial Group
Louisiana
$378K +$371K +1,672 New
WPW
602
Waldron Private Wealth
Pennsylvania
$375K +$5.55K +25 +2%
PAM
603
Panagora Asset Management
Massachusetts
$375K
GL
604
Graypoint LLC
New York
$374K -$23.3K -105 -6%
Brown Advisory
605
Brown Advisory
Maryland
$374K +$94.6K +426 +35%
ZIC
606
ZWJ Investment Counsel
Georgia
$372K
TCOT
607
Trust Company of Toledo
Ohio
$371K +$5.99K +27 +2%
RFN
608
RDA Financial Network
Iowa
$370K +$11.1K +50 +3%
1WA
609
180 Wealth Advisors
Washington
$367K -$79.5K -358 -18%
EWA
610
EverSource Wealth Advisors
Alabama
$362K +$55.7K +251 +19%
TPI
611
Trust Point Inc
Wisconsin
$361K
TAM
612
Trust Asset Management
Texas
$355K
CCM
613
Coldstream Capital Management
Washington
$355K +$26K +117 +8%
IWM
614
IHT Wealth Management
Illinois
$353K +$51.3K +231 +16%
PI
615
PineBridge Investments
New York
$348K -$4M -18,015 -92%
CWC
616
Carolinas Wealth Consulting
North Carolina
$345K
PAM
617
Paradigm Asset Management
New York
$339K
ST
618
Smithfield Trust
Pennsylvania
$335K +$2.44K +11 +0.7%
CCA
619
Covey Capital Advisors
Georgia
$333K -$12.4K -56 -4%
SFI
620
Siemens Fonds Invest
Germany
$332K
CCA
621
Checchi Capital Advisers
California
$332K -$11.5K -52 -3%
TWC
622
TD Waterhouse Canada
Ontario, Canada
$330K -$13.5K -61 -4%
AO
623
Advisor OS
Illinois
$329K +$323K +1,453 New
IFU
624
iSAM Funds (UK)
United Kingdom
$327K +$321K +1,444 New
PF
625
Phoenix Financial
Israel
$326K -$19.1K -86 -6%