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Name Holding Trade Value Shares
Change
Change in
Stake
GD
701
Grandfield & Dodd
New York
$420K
KPWS
702
Kestra Private Wealth Services
Texas
$420K +$401K +8,932 New
HFRG
703
Houlihan Financial Resource Group
Virginia
$419K +$361K +8,028 New
MCM
704
MAI Capital Management
Ohio
$417K -$45 -1 -0%
DPIM
705
Duff & Phelps Investment Management
Illinois
$417K +$13.5K +300 +4%
CCA
706
Checchi Capital Advisers
California
$416K +$39.9K +888 +11%
FA
707
FDx Advisors
Illinois
$413K -$69K -1,536 -15%
SCM
708
Stumpf Capital Management
Arizona
$412K
FNBOO
709
First National Bank of Omaha
Nebraska
$411K -$811K -18,054 -67%
DWT
710
Dorsey & Whitney Trust
South Dakota
$410K +$5.39K +120 +1%
WT
711
Washington Trust
Rhode Island
$410K +$43.3K +965 +12%
CIC
712
Carnegie Investment Counsel
Ohio
$409K -$25.5K -567 -6%
EP
713
Elkhorn Partners
Nebraska
$405K -$8.98K -200 -2%
ST
714
Smithfield Trust
Pennsylvania
$404K +$314 +7 +0.1%
AWE
715
Avidian Wealth Enterprises
Texas
$404K +$2.65K +59 +0.7%
CC
716
Cadinha & Co
Hawaii
$402K
MWM
717
Mission Wealth Management
California
$400K -$40K -890 -9%
GI
718
Gradient Investments
Minnesota
$398K -$10.8M -240,026 -97%
APW
719
Aurora Private Wealth
New Jersey
$398K +$141K +3,145 +59%
EM
720
ELCO Management
New York
$394K -$1.84K -41 -0.5%
CCM
721
Canal Capital Management
Virginia
$393K +$1.35K +30 +0.4%
IA
722
IFP Advisors
Florida
$392K +$64.1K +1,428 +21%
BSW
723
Buckingham Strategic Wealth
Missouri
$391K -$24.1K -536 -6%
DAS
724
Dynamic Advisor Solutions
Arizona
$390K -$323K -7,192 -46%
LNWWM
725
Laird Norton Wetherby Wealth Management
California
$390K +$2.52K +56 +0.7%