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Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
476
Rehmann Capital Advisory Group
Michigan
$577K +$64.5K +468 +11%
FFWA
477
FRG Family Wealth Advisors
Washington
$575K -$145K -1,050 -18%
Carson Wealth (CWM LLC)
478
Carson Wealth (CWM LLC)
Nebraska
$574K +$73K +530 +13%
FHB
479
First Hawaiian Bank
Hawaii
$570K +$44.2K +321 +8%
CNBT
480
Canandaigua National Bank & Trust
New York
$567K -$146K -1,058 -19%
QWM
481
Quadcap Wealth Management
Texas
$563K +$181K +1,314 +42%
OAM
482
Occidental Asset Management
California
$562K -$55.1K -400 -8%
BCM
483
Barden Capital Management
Texas
$559K -$5.24K -38 -0.8%
LA
484
LVW Advisors
New York
$559K +$4.55K +33 +0.8%
CIC
485
Chilton Investment Company
Connecticut
$558K +$81.6K +592 +15%
M
486
MOTCO
Texas
$558K +$586K +4,255 +2,533%
SIG
487
Stonegate Investment Group
Alabama
$554K +$53.9K +391 +10%
Chevy Chase Trust
488
Chevy Chase Trust
Maryland
$553K -$29.5K -214 -5%
EFS
489
Essex Financial Services
Connecticut
$551K +$116K +840 +23%
BFS
490
Bradley Foster & Sargent
Connecticut
$550K +$2.89K +21 +0.5%
MYIA
491
Mount Yale Investment Advisors
Colorado
$549K +$130K +941 +28%
AA
492
Auxano Advisors
Washington
$548K +$1.79K +13 +0.3%
PCM
493
Parsons Capital Management
Rhode Island
$548K -$53K -385 -8%
UCB
494
United Community Bank
South Carolina
$543K +$594K +4,310 New
CA
495
Cullinan Associates
Kentucky
$542K
DAS
496
Dynamic Advisor Solutions
Arizona
$539K +$131K +954 +29%
EI
497
Ellevest Inc
New York
$538K -$177K -1,287 -23%
ONB
498
Old National Bancorp
Indiana
$536K +$303K +2,196 +107%
Asset Management One
499
Asset Management One
Japan
$536K -$15.7K -114 -3%
BCM
500
Bayesian Capital Management
New York
$531K +$581K +4,214 New