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Name Holding Trade Value Shares
Change
Change in
Stake
CA
726
CapWealth Advisors
Tennessee
$522K -$82.4K -370 -13%
SFSG
727
Sound Financial Strategies Group
Mississippi
$522K -$9.35K -42 -2%
CCIA
728
Campbell & Co Investment Adviser
Maryland
$522K +$553K +2,482 New
BFC
729
Bedel Financial Consulting
Indiana
$519K
PBC
730
Pavion Blue Capital
California
$519K
BWP
731
Baldwin Wealth Partners
Massachusetts
$518K
WIC
732
Woodmont Investment Counsel
Tennessee
$517K +$2.23K +10 +0.4%
IA
733
IFP Advisors
Florida
$516K +$58.3K +262 +12%
CWM
734
Confluence Wealth Management
Oregon
$515K +$756K +3,394 New
PRC
735
Pearl River Capital
Michigan
$512K +$105K +470 +24%
MA
736
MUFG Americas
New York
$505K -$49.4K -222 -8%
PAMG
737
Patton Albertson Miller Group
Tennessee
$502K
Lido Advisors
738
Lido Advisors
California
$500K +$57.5K +258 +12%
GH
739
GAM Holding
Switzerland
$499K -$4.45K -20 -0.8%
GP
740
Girard Partners
Pennsylvania
$497K -$14.9K -67 -3%
EI
741
Ethic Inc
New York
$497K +$165K +742 +46%
LIM
742
Loudon Investment Management
New Hampshire
$495K -$37.9K -170 -7%
OFG
743
OmniStar Financial Group
North Carolina
$494K -$1.54M -6,927 -75%
MFS
744
Mirabella Financial Services
United Kingdom
$492K +$522K +2,343 New
BBHC
745
Brown Brothers Harriman & Co
New York
$488K -$44.5K -200 -8%
CAAS
746
Capital Asset Advisory Services
Michigan
$487K -$1.34K -6 -0.3%
Vanguard Personalized Indexing Management
747
Vanguard Personalized Indexing Management
California
$486K +$85.1K +382 +20%
CHJWM
748
Carlton Hofferkamp & Jenks Wealth Management
Texas
$483K -$13.4K -60 -2%
RMAM
749
Raab & Moskowitz Asset Management
New Jersey
$481K -$21.6K -97 -4%
SMH
750
Sanders Morris Harris
Texas
$480K +$486K +2,183 New