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Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
851
Measured Wealth Private Client Group
New Hampshire
$329K -$37.7K -161 -10%
DAS
852
Dynamic Advisor Solutions
Arizona
$329K +$3.52K +15 +1%
CB
853
Cadence Bank
Mississippi
$327K
GIA
854
Gladstone Institutional Advisory
Florida
$324K +$20.2K +86 +6%
SWA
855
Sutton Wealth Advisors
Florida
$321K +$234 +1 +0.1%
SIM
856
Stratos Investment Management
Ohio
$320K +$31.6K +135 +10%
CTA
857
Chesley Taft & Associates
Illinois
$319K +$30.5K +130 +10%
ACP
858
Aviance Capital Partners
Florida
$319K +$48.5K +207 +17%
BAS
859
Brown Advisory Securities
Maryland
$319K +$331K +1,413 New
KA
860
Kovack Advisors
Florida
$318K -$6.09K -26 -2%
EWM
861
Evercore Wealth Management
New York
$318K
SYBT
862
Stock Yards Bank & Trust
Kentucky
$317K
Jones Financial Companies
863
Jones Financial Companies
Missouri
$317K +$18.3K +78 +6%
RE
864
RBC Europe
United Kingdom
$317K -$31.2K -133 -9%
AAM
865
Autus Asset Management
Arizona
$315K
WAM
866
Wallington Asset Management
Indiana
$314K
BP
867
Ballentine Partners
Massachusetts
$313K +$3.75K +16 +1%
CFD
868
Creative Financial Designs
Indiana
$312K -$23.4K -100 -7%
MA
869
MUFG Americas
New York
$312K +$5.86K +25 +2%
HIIFS
870
Harel Insurance Investments & Financial Services
Israel
$311K -$1.09M -4,642 -77%
FWM
871
Focused Wealth Management
New York
$311K +$234 +1 +0.1%
JFA
872
Johanson Financial Advisors
California
$309K +$18.3K +78 +6%
QCIG
873
Quad-Cities Investment Group
Iowa
$309K +$20.9K +89 +7%
WPP
874
Whalerock Point Partners
Rhode Island
$308K
DBIA
875
Dumont & Blake Investment Advisors
New Jersey
$307K +$14.1K +60 +5%