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Name Holding Trade Value Shares
Change
Change in
Stake
SPA
776
Sherbrooke Park Advisers
New York
$908K +$485K +2,273 +106%
GF
777
Gries Financial
Ohio
$899K -$73.3K -343 -7%
MG
778
Mather Group
Illinois
$887K +$9.4K +44 +1%
UW
779
Unique Wealth
Florida
$884K +$17.1K +80 +2%
CB
780
Centennial Bank
Arkansas
$877K -$444K -2,077 -33%
VCM
781
Virtue Capital Management
Tennessee
$874K +$1.5M +7,037 +652%
ECM
782
Evergreen Capital Management
Washington
$874K +$854 +4 +0.1%
BPA
783
Beacon Pointe Advisors
California
$871K +$231K +1,083 +34%
ERSOT
784
Employees Retirement System of Texas
Texas
$870K +$292K +1,367 +48%
JSSH
785
J. Safra Sarasin Holding
$867K -$836K -3,916 -48%
MAM
786
Morse Asset Management
Connecticut
$867K -$3.69M -17,255 -80%
SSW
787
Smith Shellnut Wilson
Mississippi
$865K -$174K -814 -16%
SPC
788
Sigma Planning Corp
Michigan
$864K +$275K +1,286 +44%
WT
789
Whittier Trust
California
$857K – – –
SCM
790
SCS Capital Management
Massachusetts
$856K -$19.6K -92 -2%
BC
791
Bridgefront Capital
Texas
$855K -$132K -620 -13%
LHWM
792
Lake Hills Wealth Management
Texas
$855K +$43.6K +204 +5%
PWM
793
Perigon Wealth Management
California
$849K -$39.5K -185 -4%
WANY
794
Wealthspire Advisors (New York)
New York
$849K -$1.1M -5,151 -55%
AC
795
Addison Capital
Pennsylvania
$849K +$394K +1,844 +81%
PPWM
796
Paragon Private Wealth Management
Kentucky
$849K +$36.3K +170 +4%
IIA
797
ICW Investment Advisors
Arizona
$846K +$79.2K +371 +10%
BCM
798
Brookstone Capital Management
Illinois
$835K -$2.78K -13 -0.3%
CPRC
799
Consolidated Portfolio Review Corp
New York
$833K -$129K -606 -13%
JA
800
JVL Associates
Michigan
$833K – – –