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Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
776
First Allied Advisory Services
California
$424K +$127K +462 +48%
HH
777
Hilltop Holdings
Texas
$424K +$393K +1,431 New
SHGA
778
Sand Hill Global Advisors
California
$422K -$123K -447 -24%
ANTB
779
AMG National Trust Bank
Colorado
$422K +$391K +1,424 New
CIC
780
Carnegie Investment Counsel
Ohio
$421K
RC
781
Roundview Capital
New Jersey
$419K -$3.02K -11 -0.8%
EWM
782
Evercore Wealth Management
New York
$418K -$37.6K -137 -9%
KFP
783
KMG Fiduciary Partners
Ohio
$415K
SBH
784
Segall Bryant & Hamill
Illinois
$414K -$123K -450 -24%
DA
785
Duality Advisers
Florida
$413K +$383K +1,396 New
TCM
786
TimesSquare Capital Management
New York
$405K -$75.4K -275 -17%
Carson Wealth (CWM LLC)
787
Carson Wealth (CWM LLC)
Nebraska
$404K
SVWAG
788
Sound View Wealth Advisors Group
Georgia
$404K +$69.7K +254 +23%
SYBT
789
Stock Yards Bank & Trust
Kentucky
$400K
TMAM
790
Tokio Marine Asset Management
Japan
$400K +$60.6K +221 +20%
CRC
791
Curi RMB Capital
Illinois
$399K -$39.8K -145 -10%
AA
792
Ancora Advisors
Ohio
$399K
OSAM
793
O'Shaughnessy Asset Management
Connecticut
$397K +$315K +1,150 +599%
WP
794
WealthShield Partners
North Carolina
$396K +$367K +1,336 New
NG
795
NatWest Group
United Kingdom
$394K +$21.7K +79 +6%
HFM
796
Harvest Fund Management
China
$393K -$65.6K -239 -16%
TIA
797
Tiemann Investment Advisors
California
$392K +$274 +1 +0.1%
LSAG
798
Lake Street Advisors Group
New Hampshire
$390K -$24.1K -88 -6%
JWA
799
JFS Wealth Advisors
Pennsylvania
$389K
ST
800
Smithfield Trust
Pennsylvania
$385K +$173K +630 +94%