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Name Holding Trade Value Shares
Change
Change in
Stake
RJT
751
Raymond James Trust
Florida
$296K -$24.7K -228 -8%
NHC
752
Nicholas Hoffman & Company
Georgia
$294K -$7.36K -68 -3%
FFM
753
Forum Financial Management
Illinois
$294K -$6.92K -64 -2%
TP
754
Tranquility Partners
Tennessee
$294K – – –
MA
755
MJP Associates
Connecticut
$290K – – –
AAS
756
Ameritas Advisory Services
Nebraska
$289K +$277K +2,564 New
PBO
757
Peoples Bank (Ohio)
Ohio
$289K -$10.8K -100 -4%
OHWP
758
Oak Harbor Wealth Partners
North Carolina
$289K +$277K +2,560 New
SB
759
Simmons Bank
Arkansas
$289K – – –
WH
760
Willner & Heller
California
$289K +$433 +4 +0.2%
CSIC
761
Clifford Swan Investment Counsel
California
$288K -$2.6K -24 -0.9%
SPW
762
Sonoma Private Wealth
California
$287K +$275K +2,544 New
DA
763
Detalus Advisors
Missouri
$287K +$1.3K +12 +0.5%
LOAMS
764
Lombard Odier Asset Management (Switzerland)
Switzerland
$285K +$273K +2,524 New
BMCM
765
Bryn Mawr Capital Management
Pennsylvania
$285K +$273K +2,520 New
SIA
766
Schechter Investment Advisors
Michigan
$281K +$13.8K +128 +5%
XT
767
XTX Topco
Cayman Islands
$277K -$28.6K -264 -10%
AWA
768
Arete Wealth Advisors
Illinois
$277K -$433 -4 -0.2%
NAG
769
Northstar Advisory Group
New Jersey
$277K -$6.06K -56 -2%
WG
770
Winton Group
United Kingdom
$276K -$1.26M -11,676 -83%
O
771
Ossiam
France
$275K +$15.1K +140 +6%
JWCA
772
J.W. Cole Advisors
Florida
$275K +$865 +8 +0.3%
CIG
773
Cairn Investment Group
Washington
$274K – – –
FBFS
774
First Business Financial Services
Wisconsin
$272K – – –
PGFC
775
Peapack-Gladstone Financial Corp
New Jersey
$272K +$261K +2,412 New