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Name Holding Trade Value Shares
Change
Change in
Stake
RA
851
RFG Advisory
Alabama
$324K -$26.8K -165 -7%
SW
852
SlateStone Wealth
Florida
$324K +$60K +370 +20%
GSC
853
G&S Capital
Colorado
$323K +$44K +271 +14%
BPCE
854
Bank Pictet & Cie (Europe)
Germany
$322K +$15.4K +95 +4%
AAM
855
Advisors Asset Management
Colorado
$321K -$71.7K -442 -17%
MJP
856
Michael J. Puzo
$321K
SWA
857
SFMG Wealth Advisors
Texas
$321K +$5.35K +33 +1%
BL
858
Balentine LLC
Georgia
$320K +$68.8K +424 +24%
PHIC
859
Pine Haven Investment Counsel
Massachusetts
$316K -$2.43K -15 -0.7%
WP
860
WealthSource Partners
California
$316K +$355K +2,191 New
UH
861
Unigestion Holding
Switzerland
$315K -$161K -992 -31%
UIA
862
Ulland Investment Advisors
Minnesota
$312K -$16.2K -100 -4%
CI
863
Conning Inc
Connecticut
$310K -$34.1K -210 -9%
NRS
864
Neville Rodie & Shaw
New York
$309K
CI Investments Inc
865
CI Investments Inc
Ontario, Canada
$309K +$44.5K +274 +15%
CA
866
Clearstead Advisors
Ohio
$308K -$97.8K -603 -22%
MWM
867
Modera Wealth Management
New Jersey
$308K -$9.41K -58 -3%
EWM
868
Echo Wealth Management
Minnesota
$308K
GSIS
869
Global Strategic Investment Solutions
Arizona
$308K +$124K +765 +56%
CCB
870
Country Club Bank
Missouri
$307K +$1.62K +10 +0.5%
KFGK
871
Keystone Financial Group (Kentucky)
Kentucky
$306K +$69.1K +426 +25%
CCM
872
Carderock Capital Management
Maryland
$305K -$23.5K -145 -6%
WPW
873
Waldron Private Wealth
Pennsylvania
$303K -$13.8K -85 -4%
WI
874
Wintrust Investments
Illinois
$303K -$10.9K -67 -3%
FF
875
FourThought Financial
Florida
$301K -$52.7K -325 -13%