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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
551
Johnson Investment Counsel
Ohio
$372K
WJWM
552
Williams Jones Wealth Management
New York
$367K +$5.28K +21 +1%
PCS
553
Personal CFO Solutions
New Jersey
$366K +$10.1K +40 +3%
MA
554
MJP Associates
Connecticut
$362K +$355K +1,413 New
WMN
555
Wealth Management Nebraska
Nebraska
$359K
SB
556
Strategic Blueprint
Georgia
$357K +$251 +1 +0.1%
DADC
557
D.A. Davidson & Co
Montana
$357K -$139K -555 -29%
TIAA Trust, National Association
558
TIAA Trust, National Association
North Carolina
$356K -$4.27K -17 -1%
TSS
559
Two Sigma Securities
New York
$355K +$146K +580 +72%
FTWA
560
Fifth Third Wealth Advisors
Ohio
$353K +$3.27K +13 +1%
SC
561
Savant Capital
Illinois
$349K -$8.29K -33 -2%
AWM
562
Axxcess Wealth Management
California
$348K -$9.3K -37 -3%
FVWA
563
Foster Victor Wealth Advisors
South Carolina
$345K -$2.01K -8 -0.5%
BP
564
BBR Partners
New York
$342K
TCBWMS
565
Texas Capital Bank Wealth Management Services
Texas
$341K +$36.7K +146 +12%
VFA
566
Valeo Financial Advisors
Indiana
$338K +$10.6K +42 +3%
IC
567
Inscription Capital
Texas
$337K +$330K +1,313 New
PA
568
Profund Advisors
Maryland
$334K -$23.9K -95 -7%
AAM
569
Aureus Asset Management
Massachusetts
$333K
SF
570
Summit Financial
New Jersey
$333K -$47K -187 -13%
TA
571
TrueWealth Advisors
Alabama
$331K
SPC
572
Spirepoint Private Client
Florida
$328K +$321K +1,278 New
OF
573
Optimize Financial
California
$326K +$95K +378 +42%
NB
574
Nicolet Bankshares
Wisconsin
$323K -$7.54K -30 -2%
IAN
575
Integrated Advisors Network
Texas
$317K +$19.1K +76 +7%