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Name Holding Trade Value Shares
Change
Change in
Stake
EWA
551
Encompass Wealth Advisors
Oregon
$435K
GF
552
Gries Financial
Ohio
$435K
KPWS
553
Kestra Private Wealth Services
Texas
$434K -$1.71K -60 -0.4%
YIH
554
Y-Intercept (HK)
Hong Kong
$429K +$450K +15,808 New
S
555
SignatureFD
Georgia
$428K +$146K +5,136 +48%
LJAC
556
L.J. Altfest & Co
New York
$428K +$448K +15,740 New
MC
557
Montag & Caldwell
Georgia
$427K -$398K -13,988 -47%
CAL
558
Capital Analysts LLC
Pennsylvania
$419K +$7.4K +260 +2%
DBRC
559
D.B. Root & Company
Pennsylvania
$414K -$1.14K -40 -0.3%
RJT
560
Raymond James Trust
Florida
$414K +$10.9K +384 +3%
CIA
561
Capital Impact Advisors
Massachusetts
$412K -$77.9K -2,736 -15%
YIA
562
YHB Investment Advisors
Connecticut
$411K +$62.3K +2,188 +17%
MGP
563
Metis Global Partners
California
$409K +$44.1K +1,548 +11%
CAM
564
Cresset Asset Management
Illinois
$407K -$194K -6,828 -31%
CTA
565
Chesley Taft & Associates
Illinois
$402K +$73.4K +2,580 +21%
HWMA
566
Heritage Wealth Management (Arizona)
Arizona
$401K +$63.9K +2,244 +18%
GLA
567
Great Lakes Advisors
Illinois
$394K -$36.2K -1,272 -8%
WSTAM
568
Wilbanks Smith & Thomas Asset Management
Virginia
$390K +$6.15K +216 +2%
MPPW
569
Mitchell & Pahl Private Wealth
Oklahoma
$390K +$60.9K +2,140 +18%
ST
570
Smithfield Trust
Pennsylvania
$389K
CP
571
Covenant Partners
Tennessee
$382K
BJL
572
Brighton Jones LLC
Washington
$376K +$33.1K +1,164 +9%
GI
573
GAMCO Investors
Connecticut
$375K +$82.5K +2,900 +27%
SIM
574
Studio Investment Management
Illinois
$369K +$41.8K +1,468 +12%
Cerity Partners
575
Cerity Partners
New York
$368K -$126K -4,440 -25%