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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
401
Pure Financial Advisors
California
$317K +$318K +3,939 New
WG
402
Welch Group
Alabama
$316K -$161K -2,000 -34%
MAM
403
Mystic Asset Management
Rhode Island
$315K -$418K -5,176 -57%
FPL
404
Fortress Private Ledger
North Carolina
$313K +$315K +3,899 New
SC
405
Savant Capital
Illinois
$309K +$304K +3,770 New
TF
406
Trek Financial
Arizona
$309K +$24.3K +301 +8%
AF
407
Aviso Financial
Ontario, Canada
$309K +$43.7K +541 +16%
GCM
408
Gallacher Capital Management
Colorado
$308K +$56.2K +696 +22%
DWA
409
Douglass Winthrop Advisors
New York
$307K – – –
FCMC
410
Founders Capital Management (Connecticut)
Connecticut
$307K +$308K +3,815 New
NG
411
Norden Group
Utah
$300K +$21.6K +267 +8%
AF
412
Affiance Financial
Minnesota
$298K – – –
SVWAG
413
Sound View Wealth Advisors Group
Georgia
$297K -$202K -2,503 -40%
SS
414
SBI Securities
Japan
$296K -$24.5K -303 -8%
AIM
415
Alhambra Investment Management
Florida
$295K -$18.1K -224 -6%
WJWM
416
Williams Jones Wealth Management
New York
$291K +$3.15K +39 +1%
KWM
417
Keebeck Wealth Management
Illinois
$291K +$70.2K +870 +32%
NSUP
418
NLB Skladi upravljanje premozenja
$290K – – –
OFA
419
Orographic Financial Advisors
Colorado
$290K -$12.1K -150 -5%
SC
420
Syon Capital
California
$289K +$290K +3,593 New
RPC
421
Rossmore Private Capital
Connecticut
$283K -$136K -1,685 -32%
RFC
422
Regions Financial Corp
Alabama
$283K +$8.96K +111 +3%
KPWS
423
Kestra Private Wealth Services
Texas
$281K -$13.5K -167 -5%
MF
424
Magnetar Financial
Illinois
$276K +$19K +235 +7%
IB
425
Intrust Bank
Kansas
$275K +$276K +3,423 New