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Name Holding Trade Value Shares
Change
Change in
Stake
FAFN
651
First Affirmative Financial Network
Colorado
$460K +$471K +2,205 New
CNC
652
Canandaigua National Corp
New York
$456K +$467K +2,186 New
THCM
653
Taylor Hoffman Capital Management
Virginia
$455K
BP
654
Ballentine Partners
Massachusetts
$454K +$5.13K +24 +1%
AFG
655
Atomi Financial Group
New York
$454K -$34.6K -162 -7%
BFS
656
Bradley Foster & Sargent
Connecticut
$453K -$32.3K -151 -6%
EW
657
Elyxium Wealth
California
$452K +$19K +89 +4%
CIC
658
Carnegie Investment Counsel
Ohio
$452K -$1.11M -5,182 -71%
William Blair Investment Management
659
William Blair Investment Management
Illinois
$447K -$72K -337 -14%
DCM
660
DGS Capital Management
New Jersey
$445K +$1.5K +7 +0.3%
ABWM
661
Alpine Bank Wealth Management
Colorado
$444K
PWM
662
Perigon Wealth Management
California
$443K -$57.3K -268 -11%
ASN
663
Advisory Services Network
Georgia
$443K -$234K -1,094 -34%
ATC
664
Argent Trust Co
Tennessee
$442K
MFG
665
Mosaic Financial Group
Illinois
$436K -$69.3K -324 -13%
WWMP
666
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$435K +$446K +2,087 New
NP
667
Nilsine Partners
Colorado
$433K +$48.5K +227 +13%
DI
668
Diligent Investors
California
$432K -$31.9K -149 -7%
Luther King Capital Management (LKCM)
669
Luther King Capital Management (LKCM)
Texas
$431K +$8.55K +40 +2%
VA
670
VestGen Advisors
Illinois
$431K +$45.5K +213 +12%
VT
671
Vise Technologies
New York
$430K
AIM
672
Avity Investment Management
Connecticut
$426K
GWP
673
Gen-Wealth Partners
Michigan
$426K +$428 +2 +0.1%
RBC
674
Romano Brothers & Co
Illinois
$424K
PFS
675
Prospera Financial Services
Texas
$419K -$105K -490 -20%