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Name Holding Trade Value Shares
Change
Change in
Stake
SF
626
SageOak Financial
Oklahoma
$455K
TNB
627
Thomasville National Bank
Georgia
$455K +$718 +4 +0.1%
SFFS
628
Stonehage Fleming Financial Services
Jersey
$454K
SWP
629
Sagespring Wealth Partners
Tennessee
$452K -$13.8K -77 -3%
MCCA
630
Mill Creek Capital Advisors
Pennsylvania
$452K
PR
631
Payden & Rygel
California
$447K
PWM
632
Perigon Wealth Management
California
$445K +$188K +1,049 +65%
PFS
633
Prospera Financial Services
Texas
$444K +$62.5K +348 +15%
William Blair Investment Management
634
William Blair Investment Management
Illinois
$439K +$472K +2,631 New
MSE
635
MUFG Securities EMEA
United Kingdom
$438K +$399K +2,221 +550%
FNFDCM
636
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$435K +$35.9K +200 +8%
Aristotle Capital Management
637
Aristotle Capital Management
California
$434K
SCP
638
Sivia Capital Partners
California
$432K -$13.6K -76 -3%
UAML
639
US Asset Management LLC
Pennsylvania
$428K
ACM
640
Allred Capital Management
Texas
$426K +$718 +4 +0.2%
FFM
641
Forum Financial Management
Illinois
$426K +$165K +921 +57%
KPWG
642
KFA Private Wealth Group
Virginia
$420K
LI
643
LVZ Inc
Michigan
$419K +$451K +2,511 New
WWC
644
Waypoint Wealth Counsel
Georgia
$419K +$450K +2,510 New
WPC
645
Wedmont Private Capital
Pennsylvania
$418K -$3.59K -20 -0.8%
VI
646
Vestcor Inc
New Brunswick, Canada
$409K
CIA
647
Concurrent Investment Advisors
Florida
$409K -$477K -2,656 -52%
KWM
648
Kingsview Wealth Management
Oregon
$409K +$5.38K +30 +1%
TTWM
649
TCV Trust & Wealth Management
Virginia
$409K
MWPCG
650
Measured Wealth Private Client Group
New Hampshire
$408K