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Name Holding Trade Value Shares
Change
Change in
Stake
BTI
201
Blue Trust Inc
Georgia
$540K -$30.7K -2,907 -5%
WWA
202
WCG Wealth Advisors
Nevada
$540K +$549K +52,077 New
ATC
203
Argent Trust Co
Tennessee
$537K +$91.5K +8,673 +20%
SIG
204
Stonegate Investment Group
Alabama
$527K +$59.5K +5,641 +12%
CPBTD
205
Central Pacific Bank - Trust Division
Hawaii
$513K -$40.1K -3,800 -7%
HT
206
Headlands Technologies
Illinois
$512K +$296K +28,057 +131%
PMSA
207
Patrick M. Sweeney & Associates
Illinois
$511K -$316K -30,000 -38%
PGFC
208
Peapack-Gladstone Financial Corp
New Jersey
$498K +$43K +4,077 +9%
WA
209
WealthTrust Axiom
Pennsylvania
$497K -$15.3K -1,449 -3%
CCMINC
210
Cardinal Capital Management Inc (North Carolina)
North Carolina
$487K +$5.52K +523 +1%
EWA
211
EverSource Wealth Advisors
Alabama
$482K +$263K +24,960 +116%
Cambridge Investment Research Advisors
212
Cambridge Investment Research Advisors
Iowa
$478K -$60.2K -5,711 -11%
NW
213
Naviter Wealth
Arkansas
$477K +$485K +46,014 New
MIM
214
Martin Investment Management
Florida
$475K +$95.5K +9,055 +25%
YCM
215
Yousif Capital Management
Michigan
$472K +$45.1K +4,280 +10%
William Blair & Company
216
William Blair & Company
Illinois
$469K +$347K +32,925 +268%
HAG
217
HighPoint Advisor Group
Illinois
$461K +$34.5K +3,274 +8%
AWS
218
Atria Wealth Solutions
New York
$460K -$5.38K -510 -1%
SW
219
Simplicity Wealth
New Jersey
$435K +$279K +26,464 +171%
USCWA
220
U.S. Capital Wealth Advisors
Texas
$428K -$663K -62,896 -60%
MGWM
221
Marks Group Wealth Management
Minnesota
$423K -$321K -30,414 -43%
UCFA
222
United Capital Financial Advisors
Texas
$407K +$21.2K +2,006 +5%
LNWTC
223
Laird Norton Wetherby Trust Company
Washington
$405K +$94.3K +8,939 +30%
SG Americas Securities
224
SG Americas Securities
New York
$400K +$407K +38,575 New
AAM
225
Auxier Asset Management
Oregon
$399K -$3.16K -300 -0.8%