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Name Holding Trade Value Shares
Change
Change in
Stake
AMIM
551
Aull & Monroe Investment Management
Alabama
$258K -$17.6K -480 -7%
SW
552
SVB Wealth
Massachusetts
$256K -$54.9K -1,499 -18%
CTC
553
Cetera Trust Company
Minnesota
$256K +$1.1K +30 +0.5%
OC
554
Oarsman Capital
Wisconsin
$254K +$952 +26 +0.4%
WFI
555
West Family Investments
California
$254K -$62.4K -1,704 -21%
GLA
556
Good Life Advisors
Pennsylvania
$250K +$236K +6,446 New
CAM
557
Columbia Asset Management
Michigan
$248K -$17.4K -474 -7%
RCAG
558
Rehmann Capital Advisory Group
Michigan
$248K +$10.2K +279 +5%
AWM
559
Aprio Wealth Management
Georgia
$248K +$234K +6,397 New
SRC
560
Sage Rhino Capital
California
$247K +$5.71K +156 +3%
VCM
561
Versant Capital Management
Arizona
$245K +$228K +6,228 +7,077%
PP
562
PDS Planning
Ohio
$242K +$229K +6,257 New
CC
563
Cultivar Capital
Texas
$241K
SFWA
564
Summit Financial Wealth Advisors
Louisiana
$240K +$227K +6,194 New
MWM
565
Meridian Wealth Management
Kentucky
$239K -$191K -5,210 -46%
MSA
566
Marino Stram & Associates
Massachusetts
$239K +$1.54K +42 +0.7%
SMA
567
Seven Mile Advisory
New Jersey
$238K +$225K +6,142 New
GFP
568
Gryphon Financial Partners
Ohio
$236K +$223K +6,094 New
CGL
569
Clarius Group LLC
Washington
$236K +$223K +6,092 New
First Manhattan
570
First Manhattan
New York
$236K -$111K -3,028 -33%
BBHC
571
Brown Brothers Harriman & Co
New York
$235K
FLPIM
572
F.L. Putnam Investment Management
Massachusetts
$233K +$3.59K +98 +2%
Credit Agricole
573
Credit Agricole
France
$232K
VCA
574
Verdence Capital Advisors
Maryland
$232K +$2.01K +55 +0.9%
CNBT
575
Canandaigua National Bank & Trust
New York
$231K -$7.32K -200 -3%