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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
726
Cresset Asset Management
Illinois
$458K -$72.9K -414 -13%
CFA
727
Capstone Financial Advisors
Illinois
$456K +$176K +1,000 +59%
VFA
728
Valeo Financial Advisors
Indiana
$441K -$550K -3,124 -55%
AWM
729
Altium Wealth Management
New York
$437K -$18.5K -105 -4%
HBT
730
Hills Bank & Trust
Iowa
$436K -$85.9K -488 -16%
FMLI
731
Fukoku Mutual Life Insurance
Japan
$434K – – –
CANY
732
Caxton Associates (New York)
New York
$430K -$277K -1,575 -38%
EWM
733
Evercore Wealth Management
New York
$428K -$23.6K -134 -5%
EWA
734
EP Wealth Advisors
California
$424K -$2.99K -17 -0.7%
CPA
735
Capital Planning Advisors
California
$424K -$2.11K -12 -0.5%
BMC
736
Beaton Management Company
Massachusetts
$424K – – –
TCOT
737
Trust Company of Toledo
Ohio
$424K – – –
CGL
738
Clarius Group LLC
Washington
$423K -$103K -588 -19%
RIM
739
Regent Investment Management
Kentucky
$421K – – –
GRP
740
Global Retirement Partners
California
$410K -$30.3K -172 -7%
PWLP
741
Prio Wealth Limited Partnership
Massachusetts
$406K – – –
GJIC
742
Gamble Jones Investment Counsel
California
$403K – – –
IAA
743
Independent Advisor Alliance
North Carolina
$401K +$26.6K +151 +7%
AAM
744
Ascension Asset Management
New York
$399K +$415K +2,358 New
BCB
745
Brian C. Broderick
$398K -$45.8K -260 -10%
CIA
746
Choate Investment Advisors
Massachusetts
$390K -$45.8K -260 -10%
VVP
747
Venture Visionary Partners
Ohio
$388K +$378K +2,145 New
TI
748
Trexquant Investment
Connecticut
$387K -$1.79M -10,171 -82%
GWMIA
749
Global Wealth Management Investment Advisory
Florida
$385K +$399K +2,267 +45,340%
RIM
750
Rampart Investment Management
Connecticut
$384K -$1.73M -9,812 -81%