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Name Holding Trade Value Shares
Change
Change in
Stake
GF
676
Gries Financial
Ohio
$221K +$226K +835 New
PA
677
Parallel Advisors
California
$220K -$39.5K -146 -15%
KSWWM
678
Keyes Stange & Wooten Wealth Management
Florida
$219K +$224K +829 New
FT
679
Fiduciary Trust
Massachusetts
$218K +$1.35K +5 +0.6%
FCP
680
Fidelis Capital Partners
Florida
$216K -$18.1K -67 -8%
RWP
681
Revolve Wealth Partners
New Jersey
$216K +$4.6K +17 +2%
BPCE
682
Bank Pictet & Cie (Europe)
Germany
$214K +$219K +810 New
VIA
683
Victrix Investment Advisors
Florida
$214K -$21.6K -80 -9%
CI
684
CX Institutional
Indiana
$213K +$218K +805 New
BCA
685
Bay Capital Advisors
Virginia
$212K +$541 +2 +0.3%
NP
686
NorthRock Partners
Minnesota
$212K -$49K -181 -18%
LSWM
687
Lorne Steinberg Wealth Management
Canada
$212K
CFM
688
Catalyst Funds Management
Australia
$212K +$216K +800 New
ADL
689
Asset Dedication LLC
California
$211K -$541 -2 -0.3%
BL
690
Balentine LLC
Georgia
$211K -$15.7K -58 -7%
SRC
691
Shufro Rose & Co
New York
$210K +$215K +794 New
NAS
692
Nicolet Advisory Services
Wisconsin
$208K -$245K -907 -56%
HH
693
Hilltop Holdings
Texas
$208K -$2.71K -10 -1%
KLCM
694
KG&L Capital Management
Louisiana
$208K -$13K -48 -6%
PAM
695
Panagora Asset Management
Massachusetts
$206K +$211K +779 New
CI
696
Conning Inc
Connecticut
$205K -$37.6K -139 -15%
QL
697
Quarry LP
New York
$205K +$210K +776 New
GCP
698
GSA Capital Partners
United Kingdom
$205K -$619K -2,290 -75%
WF
699
Welch & Forbes
Massachusetts
$205K +$209K +773 New
IWM
700
IHT Wealth Management
Illinois
$205K +$209K +773 New