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Name Holding Trade Value Shares
Change
Change in
Stake
GC
501
Gratus Capital
Georgia
$262K +$2.96K +59 +1%
CWM
502
Centric Wealth Management
Illinois
$257K -$11.7K -232 -4%
MAFM
503
Mid Atlantic Financial Management
Pennsylvania
$256K -$17.3K -344 -6%
AS
504
Altshuler Shaham
Israel
$256K
FNBT
505
FineMark National Bank & Trust
Florida
$255K -$110K -2,186 -29%
GT
506
Greenleaf Trust
Michigan
$253K -$83.5K -1,662 -24%
SWA
507
Stratos Wealth Advisors
Ohio
$252K +$30.5K +607 +13%
MFA
508
Mayflower Financial Advisors
Massachusetts
$250K +$1.71K +34 +0.7%
HW
509
Hancock Whitney
Mississippi
$250K +$263K +5,230 New
IFG
510
Independent Financial Group
California
$249K +$262K +5,218 New
FFA
511
First Foundation Advisors
California
$247K -$185K -3,682 -42%
MWM
512
Mission Wealth Management
California
$247K -$42.9K -855 -14%
PWM
513
Perigon Wealth Management
California
$247K -$11.2K -222 -4%
DP
514
Dearborn Partners
Illinois
$247K +$854 +17 +0.3%
VCA
515
Verdence Capital Advisors
Maryland
$247K +$24.7K +492 +11%
SFG
516
SevenBridge Financial Group
Pennsylvania
$245K
FPB
517
First PREMIER Bank
South Dakota
$245K +$10.4K +208 +4%
RFM
518
Royal Fund Management
Florida
$244K +$28K +558 +12%
SRC
519
Sage Rhino Capital
California
$242K +$18.3K +364 +8%
FHA
520
Flagship Harbor Advisors
Massachusetts
$241K
BRWM
521
B. Riley Wealth Management
Tennessee
$236K -$53.1K -1,057 -18%
IMOV
522
Investment Management of Virginia
Virginia
$236K +$4.02K +80 +2%
ECM
523
Evergreen Capital Management
Washington
$235K +$8.44K +168 +4%
E
524
Ergoteles
New York
$234K +$246K +4,895 New
LWAC
525
Laurel Wealth Advisors (California)
California
$232K -$18.8K -375 -7%