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Name Holding Trade Value Shares
Change
Change in
Stake
MAM
151
Marotta Asset Management
Virginia
$366K -$1.65K -53 -0.4%
BTI
152
Blue Trust Inc
Georgia
$362K -$17K -544 -4%
YCM
153
Yousif Capital Management
Michigan
$343K
VCM
154
Versant Capital Management
Arizona
$328K -$6.64K -213 -2%
SL
155
Summitry LLC
California
$327K +$108K +3,465 +49%
PCS
156
Personal CFO Solutions
New Jersey
$323K +$327K +10,480 New
CUAMC
157
China Universal Asset Management Company
China
$293K +$67.8K +2,175 +30%
CG
158
Caprock Group
Idaho
$291K +$294K +9,434 New
M&T Bank
159
M&T Bank
New York
$281K +$36.5K +1,170 +15%
AM
160
AGF Management
Ontario, Canada
$279K
UCMOK
161
United Capital Management of KS
Kansas
$277K +$281K +9,000 New
P
162
&Partners
Tennessee
$272K +$275K +8,831 New
AHL
163
Abel Hall LLC
Louisiana
$266K +$269K +8,638 New
IFG
164
Independent Financial Group
California
$259K -$5.39K -173 -2%
TPCW
165
TD Private Client Wealth
New York
$257K +$27.8K +893 +12%
PP
166
PDS Planning
Ohio
$254K +$6.61K +212 +3%
AWP
167
Abacus Wealth Partners
California
$250K +$253K +8,126 New
DWT
168
Dorsey & Whitney Trust
South Dakota
$249K +$156 +5 +0.1%
SAM
169
Smartleaf Asset Management
Massachusetts
$249K +$22K +706 +10%
SCA
170
Snowden Capital Advisors
New York
$248K +$40.2K +1,290 +19%
AWA
171
Aaron Wealth Advisors
Illinois
$244K +$15.1K +484 +7%
BMCM
172
Burns Matteson Capital Management
New York
$234K +$236K +7,584 New
SC
173
Syon Capital
California
$231K +$3.74K +120 +2%
CS
174
Capital Square
Tennessee
$230K +$233K +7,462 New
Allspring Global Investments
175
Allspring Global Investments
North Carolina
$226K +$16.8K +538 +8%