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Name Holding Trade Value Shares
Change
Change in
Stake
PL
1176
Plancorp LLC
Missouri
$392K -$2.08K -7 -0.5%
BDF
1177
Balasa Dinverno & Foltz
$391K +$7.71K +26 +2%
QP
1178
Quilter Plc
United Kingdom
$389K -$2.66M -8,978 -87%
HR
1179
Howe & Rusling
New York
$389K – – –
AA
1180
ALPS Advisors
Colorado
$388K – – –
BFM
1181
Boston Financial Management
Massachusetts
$388K – – –
CW
1182
Cabot-Wellington
Massachusetts
$388K – – –
9WM
1183
9258 Wealth Management
Ohio
$388K +$72.4K +244 +23%
NB
1184
Nicolet Bankshares
Wisconsin
$387K -$5.34K -18 -1%
WC
1185
Westhampton Capital
North Carolina
$387K +$40.1K +135 +12%
LBD
1186
Landsberg Bennett & Dubbaneh
Florida
$383K +$27.9K +94 +8%
LBC
1187
Lowe Brockenbrough & Co
Virginia
$380K – – –
BJL
1188
Brighton Jones LLC
Washington
$377K -$68.5K -231 -15%
GTAM
1189
Global Trust Asset Management
Florida
$375K -$118K -399 -24%
LSAG
1190
Lake Street Advisors Group
New Hampshire
$374K -$9.5K -32 -2%
MM
1191
Meridian Management
Arkansas
$374K – – –
NG
1192
Northstar Group
New York
$374K +$13.4K +45 +4%
HR
1193
Hayden Royal
North Carolina
$372K -$593 -2 -0.2%
TSWM
1194
Triangle Securities Wealth Management
North Carolina
$370K -$16.3K -55 -4%
SBH
1195
Segall Bryant & Hamill
Illinois
$370K +$369K +1,242 New
MWC
1196
MBM Wealth Consultants
Missouri
$369K +$31.2K +105 +9%
WA
1197
Waverly Advisors
Alabama
$367K +$10.7K +36 +3%
BHBT
1198
Burke & Herbert Bank & Trust
Virginia
$362K – – –
Fisher Asset Management
1199
Fisher Asset Management
Washington
$362K +$109K +366 +43%
FRA
1200
Frank Rimerman Advisors
California
$357K – – –