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Name Holding Trade Value Shares
Change
Change in
Stake
ADBIC
651
A.D. Beadell Investment Counsel
Wisconsin
$715K -$30.3K -215 -4%
CG
652
Caprock Group
Idaho
$715K +$470K +3,336 +132%
BRWM
653
B. Riley Wealth Management
Tennessee
$712K +$453K +3,216 +121%
SC
654
Savant Capital
Illinois
$709K +$21K +149 +3%
EI
655
EDMP Inc
Florida
$708K +$127K +903 +18%
WANY
656
Wealthspire Advisors (New York)
New York
$708K +$822K +5,838 New
HIA
657
Harbor Investment Advisory
Maryland
$707K -$18K -128 -2%
PCAP
658
Pratt Collard Advisory Partners
New York
$704K +$115K +820 +16%
BOTW
659
Bank of the West
California
$696K -$1.25M -8,895 -61%
CS
660
Capital Square
Tennessee
$694K +$252K +1,790 +45%
Wealthfront Advisers
661
Wealthfront Advisers
California
$692K -$171K -1,217 -18%
WA
662
WBH Advisory
Maryland
$687K -$127K -900 -14%
AI
663
Atria Investments
North Carolina
$679K -$391K -2,776 -33%
LIA
664
LS Investment Advisors
Michigan
$679K -$226K -1,607 -22%
ECM
665
Estabrook Capital Management
New York
$678K -$47.9K -340 -6%
IAA
666
Independent Advisor Alliance
North Carolina
$674K -$234K -1,663 -23%
BHC
667
Bowen Hanes & Co
Florida
$668K -$980K -6,965 -56%
WWM
668
WT Wealth Management
Arizona
$658K +$372K +2,645 +96%
QOP
669
Quinn Opportunity Partners
Virginia
$657K +$763K +5,420 New
Kayne Anderson Rudnick Investment Management
670
Kayne Anderson Rudnick Investment Management
California
$656K – – –
EWA
671
Exencial Wealth Advisors
Oklahoma
$654K -$86.3K -613 -10%
GAMC
672
Garner Asset Management Corp
Texas
$649K +$41.5K +295 +6%
WT
673
Whittier Trust
California
$642K +$302K +2,148 +68%
DBIA
674
Dumont & Blake Investment Advisors
New Jersey
$640K -$7.04K -50 -0.9%
TGAM
675
TBH Global Asset Management
Tennessee
$638K +$77.4K +550 +12%