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Name Holding Trade Value Shares
Change
Change in
Stake
Carnegie Investment Counsel
751
Carnegie Investment Counsel
Ohio
$592K +$19.4K +325 +4%
CF
752
Centaurus Financial
California
$588K -$4.61K -77 -0.8%
Glenview Trust
753
Glenview Trust
Kentucky
$584K -$14K -234 -2%
MAI Capital Management
754
MAI Capital Management
Ohio
$581K +$7.24K +121 +1%
VF
755
Virtu Financial
New York
$577K +$540K +9,023 New
Pendal Group
756
Pendal Group
Australia
$575K +$538K +8,997 New
Dynamic Advisor Solutions
757
Dynamic Advisor Solutions
Arizona
$574K -$13.8K -230 -2%
TFM
758
TFC Financial Management
Massachusetts
$574K – – –
FSA
759
Franklin Street Advisors
North Carolina
$572K – – –
LIM
760
Longfellow Investment Management
Massachusetts
$570K -$79.3K -1,325 -13%
CC
761
Courier Capital
New York
$570K -$73.4K -1,226 -12%
GD
762
Grandfield & Dodd
New York
$570K +$15K +250 +3%
CCA
763
Checchi Capital Advisers
California
$570K +$18.9K +315 +4%
Mission Wealth Management
764
Mission Wealth Management
California
$570K +$27.4K +458 +5%
Prospera Financial Services
765
Prospera Financial Services
Texas
$568K -$16.8K -281 -3%
Duff & Phelps Investment Management
766
Duff & Phelps Investment Management
Illinois
$567K – – –
Nicholas Hoffman & Company
767
Nicholas Hoffman & Company
Georgia
$567K +$5.57K +93 +1%
BFO
768
Biltmore Family Office
North Carolina
$565K +$54.6K +912 +12%
Laird Norton Wetherby Wealth Management
769
Laird Norton Wetherby Wealth Management
California
$563K -$96.5K -1,613 -15%
FHA
770
Flagship Harbor Advisors
Massachusetts
$563K +$65.9K +1,101 +14%
VCA
771
Verdence Capital Advisors
Maryland
$558K -$26.2K -437 -5%
Apollon Wealth Management
772
Apollon Wealth Management
South Carolina
$558K +$523K +8,733 New
Sequoia Financial Advisors
773
Sequoia Financial Advisors
Ohio
$557K +$5.98K +100 +1%
MPCG
774
Matrix Private Capital Group
New York
$556K -$23.9K -400 -4%
SNT
775
Security National Trust
West Virginia
$555K -$30.4K -508 -6%