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Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
451
Burke & Herbert Bank & Trust
Virginia
$787K -$4.63K -161 -0.6%
AMG
452
Asset Management Group
Connecticut
$779K +$5.86K +204 +0.7%
RFG
453
Range Financial Group
Oregon
$766K -$20.2K -702 -2%
BSW
454
Buckingham Strategic Wealth
Missouri
$766K -$17.1K -596 -2%
PFM
455
Parsec Financial Management
North Carolina
$766K +$12.1K +420 +2%
CAAS
456
Capital Asset Advisory Services
Michigan
$761K +$25.7K +893 +3%
WDA
457
Wendell David Associates
New Hampshire
$758K
COCM
458
Charter Oak Capital Management
New Hampshire
$744K +$29 +1 +0%
RCS
459
Retirement Capital Strategies
California
$738K
Rockefeller Capital Management
460
Rockefeller Capital Management
New York
$735K -$349K -12,157 -31%
RWM
461
Ritholtz Wealth Management
New York
$732K +$386K +13,444 +101%
VCM
462
Virtue Capital Management
Tennessee
$729K +$64.5K +2,246 +9%
CFB
463
Cullen/Frost Bankers
Texas
$723K +$109K +3,802 +17%
SP
464
Symmetry Partners
Connecticut
$722K -$255K -8,885 -26%
CK
465
Cohen Klingenstein
New York
$717K
PCS
466
Personal CFO Solutions
New Jersey
$715K -$5.66K -197 -0.7%
CAM
467
Cresset Asset Management
Illinois
$705K +$67.5K +2,350 +10%
GIM
468
Grassi Investment Management
California
$700K
IC
469
Intersect Capital
California
$699K +$537K +18,705 +273%
CIBC Private Wealth Group
470
CIBC Private Wealth Group
Georgia
$697K -$45.5K -1,582 -6%
TCA
471
Teewinot Capital Advisers
New York
$692K
JIC
472
Johnson Investment Counsel
Ohio
$692K +$86 +3 +0%
IC
473
IEQ Capital
California
$686K +$375K +13,042 +108%
BPA
474
Beacon Pointe Advisors
California
$684K -$458K -15,935 -39%
PCMM
475
Piedmont Capital Management (Montana)
Montana
$684K