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Name Holding Trade Value Shares
Change
Change in
Stake
TW
776
Transform Wealth
Colorado
$371K +$73.2K +386 +24%
BFEC
777
Benjamin F. Edwards & Company
Missouri
$370K -$949 -5 -0.3%
MGIA
778
Moneta Group Investment Advisors
Missouri
$369K +$373K +1,966 New
BFM
779
Boston Financial Management
Massachusetts
$366K -$5.12K -27 -1%
TMAM
780
Tokio Marine Asset Management
Japan
$366K +$52.4K +276 +16%
WPW
781
Waldron Private Wealth
Pennsylvania
$365K +$7.97K +42 +2%
QCG
782
Quadrant Capital Group
Ohio
$364K -$260K -1,369 -41%
WAG
783
Winthrop Advisory Group
Massachusetts
$363K +$8.16K +43 +2%
FCBT
784
First Citizens Bank & Trust
North Carolina
$361K +$60.5K +319 +20%
FVWA
785
Foster Victor Wealth Advisors
South Carolina
$361K +$365K +1,922 New
FFA
786
First Foundation Advisors
California
$358K -$32.4K -171 -8%
DAS
787
Dynamic Advisor Solutions
Arizona
$357K +$361K +1,901 New
IB
788
Intrust Bank
Kansas
$354K +$41.4K +218 +13%
AGM
789
Alpine Global Management
New York
$354K +$358K +1,889 New
AIC
790
Ameritas Investment Company
Nebraska
$352K +$52.9K +279 +17%
FCMC
791
Founders Capital Management (Connecticut)
Connecticut
$351K – – –
LSAG
792
Lake Street Advisors Group
New Hampshire
$348K +$36.4K +192 +12%
FNBTCON
793
First National Bank & Trust Co of Newtown
Pennsylvania
$345K +$28.1K +148 +9%
WIC
794
Whitegate Investment Counselors
New Hampshire
$342K – – –
1SB
795
1ST Source Bank
Indiana
$341K – – –
WCP
796
Welch Capital Partners
New York
$341K – – –
AAM
797
Advisors Asset Management
Colorado
$341K +$79.1K +417 +30%
GVAG
798
Great Valley Advisor Group
Delaware
$340K +$10.2K +54 +3%
BAM
799
Barrett Asset Management
New York
$339K +$11.4K +60 +3%
DBT
800
Dubuque Bank & Trust
Iowa
$339K +$114K +602 +50%