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Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
626
Wilmington Savings Fund Society
Delaware
$1.95M -$47.3K -180 -3%
FCBT
627
First Citizens Bank & Trust
North Carolina
$1.95M -$112K -425 -6%
MAS
628
Meeder Advisory Services
Ohio
$1.92M +$178K +679 +11%
SP
629
SIH Partners
Delaware
$1.92M +$1.74M +6,633 New
TF
630
Trek Financial
Arizona
$1.89M +$174K +664 +11%
FFWA
631
FRG Family Wealth Advisors
Washington
$1.89M – – –
MWC
632
MBM Wealth Consultants
Missouri
$1.88M +$12.3K +47 +0.7%
SCA
633
Snowden Capital Advisors
New York
$1.88M +$137K +523 +9%
WCA
634
Westover Capital Advisors
Delaware
$1.87M – – –
GAM
635
Generali Asset Management
Italy
$1.86M -$263 -1 -0%
RMSCM
636
R.M. Sincerbeaux Capital Management
New York
$1.85M – – –
EWA
637
Exencial Wealth Advisors
Oklahoma
$1.84M +$76.4K +291 +5%
PWM
638
Perigon Wealth Management
California
$1.82M +$119K +454 +8%
OAM
639
Ostrum Asset Management
France
$1.81M -$412K -1,570 -20%
SIG
640
Sargent Investment Group
Maryland
$1.8M +$1.64M +6,229 New
PCIA
641
Prime Capital Investment Advisors
Kansas
$1.8M -$818K -3,114 -33%
ECM
642
Everence Capital Management
Indiana
$1.78M – – –
TCA
643
Transcend Capital Advisors
New Jersey
$1.77M -$599K -2,279 -27%
MTC
644
McDaniel Terry & Co
Texas
$1.76M -$21.8K -83 -1%
S
645
SimplyRich
California
$1.76M – – –
RWM
646
Ritholtz Wealth Management
New York
$1.76M +$1.6M +6,083 New
BCV
647
Banque Cantonale Vaudoise
Switzerland
$1.75M -$762K -2,901 -32%
PFS
648
Physicians Financial Services
North Carolina
$1.74M +$10.5K +40 +0.7%
WANY
649
Wealthspire Advisors (New York)
New York
$1.74M +$381K +1,451 +32%
SAA
650
Southeast Asset Advisors
Georgia
$1.74M -$28.6K -109 -2%
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