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Name Holding Trade Value Shares
Change
Change in
Stake
AT
751
Arden Trust
Delaware
$352K – – –
ST
752
Spinnaker Trust
Maine
$351K -$7.28K -162 -2%
CCP
753
Corient Capital Partners
California
$350K +$10.5K +233 +3%
EM
754
Excalibur Management
Massachusetts
$348K +$22.4K +499 +7%
IF
755
Intrua Financial
Texas
$347K -$75.2K -1,674 -20%
RMCM
756
Reynders McVeigh Capital Management
Massachusetts
$347K -$63.1K -1,404 -16%
BFO
757
Boston Family Office
Massachusetts
$347K -$31K -691 -9%
Savant Capital
758
Savant Capital
Illinois
$347K -$8.53K -190 -3%
Bartlett & Co Wealth Management
759
Bartlett & Co Wealth Management
Ohio
$342K – – –
Bartlett & Co
760
Bartlett & Co
Ohio
$342K – – –
PL
761
Parthenon LLC
Kentucky
$341K – – –
Avantax Planning Partners
762
Avantax Planning Partners
Iowa
$341K +$61.8K +1,377 +23%
RWB
763
RMR Wealth Builders
New Jersey
$340K +$68.5K +1,526 +27%
Bowen Hanes & Co
764
Bowen Hanes & Co
Florida
$339K -$32.9K -732 -9%
PG
765
Patten Group
Tennessee
$339K +$38.5K +858 +14%
MPCG
766
Matrix Private Capital Group
New York
$338K +$323K +7,193 New
Burney Company
767
Burney Company
Virginia
$337K +$269 +6 +0.1%
APA
768
American Portfolios Advisors
New York
$332K -$15.5K -346 -5%
NFG
769
Next Financial Group
Texas
$330K -$16.8K -373 -5%
IAMOG
770
Investors Asset Management of Georgia
Georgia
$328K -$37.1K -825 -11%
CWP
771
CFM Wealth Partners
Texas
$327K +$162K +3,610 +107%
HH
772
Hilltop Holdings
Texas
$326K -$7.19K -160 -2%
FQ
773
First Quadrant
California
$325K -$151K -3,358 -33%
ML
774
McAdam LLC
Pennsylvania
$325K – – –
Freestone Capital Holdings
775
Freestone Capital Holdings
Washington
$322K – – –