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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
1301
Ronald Blue & Co
Georgia
$856K +$83.9K +2,733 +12%
SOAMC
1302
Spirit of America Management Corp
New York
$854K
HCC
1303
Hirtle Callaghan & Co
Pennsylvania
$854K +$604K +19,674 +293%
CL
1304
Choreo LLC
Illinois
$852K +$61.6K +2,008 +8%
CF
1305
CenterStar Fund
Illinois
$850K
MRCM
1306
M&R Capital Management
New Jersey
$848K -$44.6K -1,455 -5%
FPCP
1307
Fort Point Capital Partners
California
$846K -$404K -13,153 -33%
MWM
1308
Modera Wealth Management
New Jersey
$844K +$535K +17,425 +201%
MWM
1309
Mission Wealth Management
California
$841K +$4.08K +133 +0.5%
HH
1310
Hilltop Holdings
Texas
$840K -$137K -4,481 -15%
CBA
1311
Coastal Bridge Advisors
Connecticut
$839K +$338 +11 +0%
PAM
1312
Premier Asset Management
Illinois
$838K +$166K +5,425 +26%
GC
1313
Garde Capital
Washington
$836K +$173K +5,630 +28%
HIC
1314
Harvey Investment Company
Kentucky
$834K -$4.08K -133 -0.5%
IAMOG
1315
Investors Asset Management of Georgia
Georgia
$834K +$3.07K +100 +0.4%
SL
1316
Summitry LLC
California
$832K +$153K +4,992 +24%
DCM
1317
Donaldson Capital Management
Indiana
$831K -$54.7K -1,782 -6%
KL
1318
KWMG LLC
Kansas
$827K -$10.5K -342 -1%
TC
1319
Telemus Capital
Michigan
$827K +$785K +25,574 New
PCA
1320
Peddock Capital Advisors
Massachusetts
$823K +$8.62K +281 +1%
CCM
1321
Crossvault Capital Management
Texas
$817K -$6.14K -200 -0.8%
LP
1322
LMR Partners
United Kingdom
$815K +$772K +25,170 New
SWM
1323
SVA Wealth Management
Wisconsin
$814K -$48.4K -1,576 -6%
BMC
1324
Benin Management Corp
Connecticut
$814K
CWM
1325
Confluence Wealth Management
Oregon
$814K +$12.1K +395 +2%