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Name Holding Trade Value Shares
Change
Change in
Stake
Balentine LLC
651
Balentine LLC
Georgia
$136K +$92.8K +275 +174%
HM Payson & Co
652
HM Payson & Co
Maine
$135K -$22.3K -66 -13%
SFSIG
653
San Francisco Sentry Investment Group
California
$135K -$20.2K -60 -12%
WPA
654
West Paces Advisors
Georgia
$128K -$4.05K -12 -3%
BEAM
655
Baker Ellis Asset Management
Washington
$126K – – –
AIM
656
Acropolis Investment Management
Missouri
$126K +$135K +401 New
AWM
657
Atticus Wealth Management
Florida
$125K -$7.76K -23 -5%
Arax Advisory Partners
658
Arax Advisory Partners
Colorado
$123K – – –
BDS
659
Banco de Sabadell
Florida
$117K -$6.99M -20,735 -98%
ADL
660
Asset Dedication LLC
California
$117K +$124K +369 New
Advisory Services Network
661
Advisory Services Network
Georgia
$116K -$19.6K -58 -14%
MUFG Americas
662
MUFG Americas
New York
$110K +$34.4K +102 +41%
SWA
663
Sutton Wealth Advisors
Florida
$107K +$1.01K +3 +0.9%
FP
664
Financial Perspectives
Minnesota
$106K +$114K +338 New
FFC
665
First Financial Corp
Indiana
$100K – – –
PFGIA
666
Patriot Financial Group Insurance Agency
Massachusetts
$99K +$337 +1 +0.3%
Procyon Advisors
667
Procyon Advisors
Connecticut
$91K -$6.41K -19 -6%
Itau Unibanco Holding S.A.
668
Itau Unibanco Holding S.A.
Brazil
$90K -$143K -424 -60%
SIAS
669
Shine Investment Advisory Services
Colorado
$84K – – –
TCOV
670
Trust Company of Vermont
Vermont
$81K – – –
Harel Insurance Investments & Financial Services
671
Harel Insurance Investments & Financial Services
Israel
$80K -$138K -410 -62%
WhitTier Trust Company
672
WhitTier Trust Company
Nevada
$78K – – –
PCM
673
Prelude Capital Management
New York
$77K -$73.5K -218 -47%
Pacer Advisors
674
Pacer Advisors
Pennsylvania
$72K – – –
LC
675
Lindbrook Capital
California
$71K -$9.44K -28 -11%