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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
Moran Wealth Management
Florida
$5.56M -$37.3K -287 -0.7%
PGA
152
Portland Global Advisors
Maine
$5.52M +$112K +859 +2%
SCTC
153
Sanibel Captiva Trust Company
Florida
$5.51M -$972K -7,483 -16%
WIA
154
World Investment Advisors
California
$5.51M +$5.1M +39,264 New
QCM
155
Quantinno Capital Management
New York
$5.5M +$4.11M +31,660 +421%
HFS
156
Hantz Financial Services
Michigan
$5.5M +$1.06M +8,131 +26%
FNBT
157
FineMark National Bank & Trust
Florida
$5.49M +$8.32K +64 +0.2%
GFS
158
GYL Financial Synergies
Connecticut
$5.47M +$137K +1,051 +3%
Cambridge Investment Research Advisors
159
Cambridge Investment Research Advisors
Iowa
$5.3M +$299K +2,302 +6%
CAPTRUST Financial Advisors
160
CAPTRUST Financial Advisors
North Carolina
$5.28M +$183K +1,409 +4%
KAS
161
Kestra Advisory Services
Texas
$5.25M -$473K -3,643 -9%
ZB
162
Zions Bancorporation
Utah
$5.17M +$4.76M +36,656 +17,373%
TC
163
TownSquare Capital
Utah
$5.16M +$250K +1,923 +6%
KCPG
164
Kavar Capital Partners Group
Kansas
$5.05M -$262K -2,015 -5%
PWLP
165
Prio Wealth Limited Partnership
Massachusetts
$4.99M -$1.08M -8,333 -19%
Envestnet Portfolio Solutions
166
Envestnet Portfolio Solutions
Illinois
$4.96M +$2.04M +15,733 +80%
CA
167
Callahan Advisors
Texas
$4.95M -$485K -3,736 -10%
RB
168
Rodgers Brothers
Pennsylvania
$4.91M +$2.95M +22,725 +186%
TWM
169
Tanager Wealth Management
United Kingdom
$4.85M -$1.82K -14 -0%
BZWA
170
Blue Zone Wealth Advisors
California
$4.83M +$225K +1,729 +5%
DI
171
DRH Investments
California
$4.77M +$265K +2,042 +6%
EI
172
Ethic Inc
New York
$4.75M -$255K -1,964 -6%
MNA
173
Manning & Napier Advisors
New York
$4.75M +$18.5K +142 +0.4%
Charles Schwab
174
Charles Schwab
California
$4.74M +$2.01M +15,487 +85%
TCCM
175
Timber Creek Capital Management
Massachusetts
$4.63M +$56.9K +438 +1%