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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
526
Crawford Investment Counsel
Georgia
$606K -$39.5K -225 -6%
FC
527
FORA Capital
Florida
$606K +$596K +3,399 New
FG
528
Fiduciary Group
Georgia
$602K
CG
529
Caprock Group
Idaho
$602K -$92.8K -529 -14%
CHP
530
Cable Hill Partners
Oregon
$596K +$34K +194 +6%
9WM
531
9258 Wealth Management
Ohio
$596K -$117K -668 -17%
CGL
532
Clarius Group LLC
Washington
$593K +$77.9K +444 +15%
CIA
533
Cohen Investment Advisors
New Hampshire
$592K +$18.9K +108 +3%
QI
534
Qtron Investments
Massachusetts
$588K -$478K -2,727 -45%
VCA
535
Verdence Capital Advisors
Maryland
$582K +$97.7K +557 +21%
PGWM
536
Pitti Group Wealth Management
New York
$576K +$104K +594 +23%
ACA
537
Atlas Capital Advisors
Wyoming
$576K
SWM
538
Scissortail Wealth Management
Oklahoma
$573K +$588K +3,350 New
IWM
539
Iams Wealth Management
Nebraska
$571K +$562K +3,204 New
BFS
540
Bard Financial Services
Connecticut
$570K -$39.5K -225 -7%
Lido Advisors
541
Lido Advisors
California
$569K +$37.7K +215 +7%
PA
542
Parallel Advisors
California
$565K -$113K -644 -17%
NFC
543
Northeast Financial Consultants
Connecticut
$563K +$107K +611 +24%
IAN
544
Integrated Advisors Network
Texas
$559K +$2.1K +12 +0.4%
GT
545
Greenleaf Trust
Michigan
$558K -$46.5K -265 -8%
MPAM
546
Murphy Pohlad Asset Management
Minnesota
$555K +$36.8K +210 +7%
DI
547
DFPG Investments
Utah
$546K +$526K +3,001 New
PMG
548
ProVise Management Group
Florida
$543K -$91.9K -524 -15%
ICG
549
InterOcean Capital Group
Tennessee
$539K +$11.2K +64 +2%
AIM
550
Alhambra Investment Management
Florida
$537K