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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
676
Independent Advisor Alliance
North Carolina
$704K -$34K -962 -5%
PWLP
677
Prio Wealth Limited Partnership
Massachusetts
$698K +$640K +18,100 New
CG
678
Caprock Group
Idaho
$697K +$17.3K +488 +3%
SIA
679
Schechter Investment Advisors
Michigan
$696K -$26.6K -752 -4%
VCA
680
Verdence Capital Advisors
Maryland
$692K -$318K -9,008 -33%
RT
681
Rockland Trust
Massachusetts
$690K -$36.1K -1,022 -5%
HR
682
Hardy Reed
Mississippi
$689K -$4.24K -120 -0.7%
PS
683
Portfolio Strategies
New York
$689K +$632K +17,866 New
HW
684
Hancock Whitney
Mississippi
$689K +$631K +17,856 New
WJWM
685
Williams Jones Wealth Management
New York
$689K – – –
AMG
686
Advisors Management Group
Wisconsin
$685K +$566 +16 +0.1%
DSC
687
Duncker Streett & Co
Missouri
$684K -$566K -16,000 -47%
LCGC
688
Legacy Capital Group California
California
$684K +$627K +17,734 New
GJCM
689
Grand Jean Capital Management
California
$679K – – –
SW
690
SVB Wealth
Massachusetts
$679K +$4.31K +122 +0.7%
AAP
691
Arax Advisory Partners
Colorado
$679K -$374K -10,586 -38%
EFS
692
Essex Financial Services
Connecticut
$673K +$12.9K +366 +2%
SAM
693
Summit Asset Management
Tennessee
$670K – – –
ST
694
Spinnaker Trust
Maine
$662K – – –
RIA
695
Richwood Investment Advisors
Ohio
$659K -$10.7K -302 -2%
Luther King Capital Management (LKCM)
696
Luther King Capital Management (LKCM)
Texas
$658K – – –
GIM
697
Goelzer Investment Management
Indiana
$649K -$25.4K -718 -4%
TA
698
TFG Advisers
Michigan
$647K -$3.46K -98 -0.6%
BMWM
699
Brown Miller Wealth Management
Virginia
$646K – – –
NAM
700
NorthCrest Asset Manangement
Minnesota
$642K -$23.4K -662 -4%