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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
776
Clarius Group LLC
Washington
$414K +$52.6K +247 +14%
MA
777
Mutual Advisors
Nebraska
$413K -$51.1K -240 -11%
CWM
778
Concentric Wealth Management
California
$412K
EWS
779
Evergreen Wealth Solutions
Pennsylvania
$410K +$109K +510 +34%
CAM
780
Cozad Asset Management
Illinois
$409K -$89.8K -422 -17%
TIA
781
Tiemann Investment Advisors
California
$409K +$2.13K +10 +0.5%
BFS
782
Bradley Foster & Sargent
Connecticut
$408K -$95.7K -450 -18%
EVM
783
Evelyn V. Moreno
$407K
IC
784
Inverness Counsel
New York
$407K +$426K +2,000 New
PFPT
785
Pinnacle Financial Partners (Tennessee)
Tennessee
$406K +$168K +790 +65%
SLA
786
Silver Lake Advisory
Utah
$404K +$2.55K +12 +0.6%
AIP
787
Ameritas Investment Partners
Nebraska
$400K -$17.2K -81 -4%
WWM
788
Windsor Wealth Management
Indiana
$399K
OIA
789
OneDigital Investment Advisors
Kansas
$399K +$417K +1,962 New
WFA
790
Wipfli Financial Advisors
Wisconsin
$398K +$417K +1,958 New
PIM
791
Provident Investment Management
Michigan
$396K
NHC
792
Nicholas Hoffman & Company
Georgia
$396K +$851 +4 +0.2%
SBH
793
Segall Bryant & Hamill
Illinois
$395K
ESB
794
Essex Savings Bank
Connecticut
$395K +$50K +235 +14%
MFC
795
Mechanics Financial Corp
Ohio
$394K +$1.7K +8 +0.4%
KLC
796
Knowledge Leaders Capital
Colorado
$394K +$412K +1,935 New
RWA
797
River Wealth Advisors
Pennsylvania
$392K -$42.3K -199 -9%
PP
798
Patron Partners
Texas
$390K +$63.2K +297 +18%
MA
799
MJP Associates
Connecticut
$388K +$33.4K +157 +9%
FFN
800
Focus Financial Network
Minnesota
$388K +$23K +108 +6%