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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
551
Checchi Capital Advisers
California
$242K +$24.7K +506 +11%
SWM
552
Segment Wealth Management
Texas
$242K
PIA
553
Pinion Investment Advisors
Kansas
$240K -$19K -390 -7%
BBHC
554
Brown Brothers Harriman & Co
New York
$240K -$195 -4 -0.1%
DJSG
555
D.J. St. Germain
Massachusetts
$240K
SA
556
Syntax Advisors
New York
$239K +$17.6K +360 +7%
VCG
557
Vantage Consulting Group
Virginia
$239K +$17.6K +360 +7%
AIP
558
Ameritas Investment Partners
Nebraska
$237K
SW
559
SVB Wealth
Massachusetts
$232K +$16.2K +332 +7%
KFP
560
KMG Fiduciary Partners
Ohio
$232K
GT
561
Glenview Trust
Kentucky
$232K -$30.5K -626 -11%
CPIA
562
Cornell Pochily Investment Advisors
New York
$231K +$244K +4,996 New
LIM
563
Lathrop Investment Management
Arkansas
$231K
CC
564
Chicago Capital
Illinois
$230K
KMWM
565
Keudell/Morrison Wealth Management
Oregon
$229K +$241K +4,950 New
TH
566
TCTC Holdings
Texas
$228K -$3.32K -68 -1%
VSQM
567
V-Square Quantitative Management
Illinois
$227K +$182K +3,722 +312%
SIC
568
Sterling Investment Counsel
New York
$227K +$6.83K +140 +3%
BSW
569
Buckingham Strategic Wealth
Missouri
$224K -$3.12K -64 -1%
TCA
570
Transcend Capital Advisors
New Jersey
$223K
CG
571
Colony Group
Massachusetts
$221K -$1.27K -26 -0.5%
Brown Advisory
572
Brown Advisory
Maryland
$218K +$11.2K +230 +5%
IAIM
573
International Assets Investment Management
Florida
$217K +$5.56K +114 +3%
DWM
574
Dakota Wealth Management
Florida
$217K +$229K +4,698 New
FCBT
575
First Citizens Bank & Trust
North Carolina
$216K +$6.44K +132 +3%