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Name Holding Trade Value Shares
Change
Change in
Stake
DT
576
Diversified Trust
Tennessee
$1.07M -$68.7K -1,650 -7%
SFA
577
Souders Financial Advisors
Ohio
$1.07M -$14.6K -350 -1%
GI
578
GLOBALT Investments
Georgia
$1.07M +$972K +23,350 New
BCWM
579
Bartlett & Co Wealth Management
Ohio
$1.06M
BC
580
Bartlett & Co
Ohio
$1.06M
GT
581
Greenleaf Trust
Michigan
$1.06M +$102K +2,450 +12%
SCTC
582
Sanibel Captiva Trust Company
Florida
$1.06M +$965K +23,200 New
CCM
583
Coldstream Capital Management
Washington
$1.05M +$164K +3,950 +21%
FHWM
584
Fox Hill Wealth Management
Massachusetts
$1.05M +$951K +22,850 New
SPIA
585
Steward Partners Investment Advisory
New York
$1.02M -$674K -16,200 -42%
PGIM
586
Pacific Global Investment Management
California
$1.02M -$22.9K -550 -2%
MW
587
Marcum Wealth
Ohio
$990K -$12.5K -300 -1%
BZWA
588
Blue Zone Wealth Advisors
California
$990K
SIA
589
Schechter Investment Advisors
Michigan
$983K -$10.4K -250 -1%
EH
590
Equitable Holdings
New York
$983K +$227K +5,450 +34%
BG
591
Benedetti & Gucer
Georgia
$970K -$144K -3,450 -14%
CIA
592
Choate Investment Advisors
Massachusetts
$967K +$58.3K +1,400 +7%
Optiver Holding
593
Optiver Holding
Netherlands
$965K -$150K -3,600 -15%
HWM
594
HB Wealth Management
Georgia
$965K +$20.8K +500 +2%
BL
595
Balentine LLC
Georgia
$961K +$383K +9,200 +78%
BA
596
Ballast Advisors
Minnesota
$954K +$177K +4,250 +26%
XSC
597
X-Square Capital
Puerto Rico
$945K +$639K +15,350 +290%
DWM
598
Dakota Wealth Management
Florida
$945K +$54.1K +1,300 +7%
RWPA
599
Richard W. Paul & Associates
Michigan
$942K -$47.9K -1,150 -5%
JWM
600
Jupiter Wealth Management
Colorado
$942K