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Name Holding Trade Value Shares
Change
Change in
Stake
STA
926
Summit Trail Advisors
New York
$301K +$283K +1,814 New
TNB
927
Thomasville National Bank
Georgia
$300K – – –
CTC
928
Central Trust Company
Missouri
$298K +$7.79K +50 +3%
FFP
929
FourThought Financial Partners
Florida
$297K -$34.3K -220 -11%
CGL
930
Clarius Group LLC
Washington
$297K +$29K +186 +12%
AssetMark Inc
931
AssetMark Inc
California
$296K +$89.5K +574 +47%
BFG
932
Berger Financial Group
Minnesota
$296K -$8.57K -55 -3%
OQS
933
Occudo Quantitative Strategies
Florida
$295K -$3.52M -22,591 -93%
RP
934
Riverwater Partners
Wisconsin
$292K +$1.71K +11 +0.6%
PCS
935
Personal CFO Solutions
New Jersey
$292K +$6.86K +44 +3%
WT
936
Washington Trust
Rhode Island
$290K – – –
LL
937
LWMG LLC
Minnesota
$290K +$935 +6 +0.3%
Fayez Sarofim & Co
938
Fayez Sarofim & Co
Texas
$290K +$4.21K +27 +2%
H
939
HoyleCohen
California
$289K – – –
AI
940
Accredited Investors
Minnesota
$288K -$3.74K -24 -1%
PTC
941
Private Trust Company
Ohio
$283K -$1.09K -7 -0.4%
FBA
942
Front Barnett Associates
Illinois
$283K – – –
FWM
943
FFT Wealth Management
Pennsylvania
$283K +$3.43K +22 +1%
ICM
944
IMS Capital Management
Oregon
$281K -$2.49K -16 -0.9%
FA
945
Fiduciary Alliance
South Carolina
$280K +$11.7K +75 +5%
YC
946
Yarbrough Capital
Tennessee
$279K – – –
GWM
947
Geneos Wealth Management
Colorado
$279K -$38.6K -248 -13%
LRIC
948
Long Road Investment Counsel
Michigan
$278K – – –
PA
949
PFG Advisors
Arizona
$277K -$44.3K -284 -15%
OLA
950
Oliver Luxxe Assets
New Jersey
$273K – – –