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Name Holding Trade Value Shares
Change
Change in
Stake
CIM
676
Contravisory Investment Management
Massachusetts
$423K +$9K +60 +2%
OWM
677
Opes Wealth Management
California
$423K +$401K +2,671 New
BL
678
Balentine LLC
Georgia
$422K -$114K -761 -22%
SW
679
SVB Wealth
Massachusetts
$422K +$21.4K +143 +6%
EM
680
Excalibur Management
Massachusetts
$420K -$11.2K -75 -3%
CAM
681
Carret Asset Management
New York
$416K – – –
GFG
682
Goldstone Financial Group
Illinois
$416K +$394K +2,626 New
RA
683
RFG Advisory
Alabama
$413K +$1.35K +9 +0.3%
BWP
684
Baldwin Wealth Partners
Massachusetts
$412K – – –
MHIC
685
Marble Harbor Investment Counsel
Massachusetts
$411K – – –
BFA
686
Bragg Financial Advisors
North Carolina
$411K – – –
IPW
687
Inlet Private Wealth
Florida
$410K – – –
FNBOMD
688
First National Bank of Mount Dora
Florida
$408K -$9.3K -62 -2%
IWN
689
Independent Wealth Network
Iowa
$407K +$600 +4 +0.2%
SC
690
Searle & Co
Connecticut
$405K – – –
SCM
691
Schnieders Capital Management
California
$404K – – –
PFM
692
Parsec Financial Management
North Carolina
$401K +$60.6K +404 +19%
FH
693
FWG Holdings
Florida
$400K +$379K +2,527 New
MWM
694
Modera Wealth Management
New Jersey
$400K +$120K +800 +46%
WG
695
Welch Group
Alabama
$400K – – –
Lido Advisors
696
Lido Advisors
California
$396K +$30.9K +206 +9%
AWM
697
Apollon Wealth Management
South Carolina
$393K +$16.8K +112 +5%
CCG
698
Coastwise Capital Group
California
$393K +$14.7K +98 +4%
6F
699
626 Financial
Michigan
$390K – – –
PP
700
Paloma Partners
Connecticut
$389K +$369K +2,461 New