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Name Holding Trade Value Shares
Change
Change in
Stake
EWF
851
Epstein & White Financial
California
$784K
FFBTD
852
First Financial Bank - Trust Division
Ohio
$784K
LCM
853
Laurion Capital Management
New York
$784K +$694K +1,600 New
CCA
854
Conestoga Capital Advisors
Pennsylvania
$779K -$6.5K -15 -0.9%
VST
855
Van Strum & Towne
California
$777K
SFA
856
Sequoia Financial Advisors
Ohio
$777K +$23K +53 +3%
PFPT
857
Pinnacle Financial Partners (Tennessee)
Tennessee
$775K -$29.9K -69 -4%
PWA
858
Pinnacle Wealth Advisors
Tennessee
$775K +$686K +1,582 New
MC
859
Maverick Capital
Texas
$773K -$335K -773 -33%
BWP
860
Baldwin Wealth Partners
Massachusetts
$764K +$4.34K +10 +0.6%
VA
861
Valmark Advisers
Ohio
$759K +$40.3K +93 +6%
CWM
862
Circle Wealth Management
New Jersey
$758K -$136K -313 -17%
SC
863
Savant Capital
Illinois
$753K +$16.5K +38 +3%
GLA
864
Great Lakes Advisors
Illinois
$747K -$37.3K -86 -5%
KPW
865
Kore Private Wealth
New York
$746K +$257K +592 +64%
SCA
866
Snowden Capital Advisors
New York
$744K -$43.8K -101 -6%
VCA
867
Verdence Capital Advisors
Maryland
$742K +$139K +321 +27%
FPCG
868
Fort Pitt Capital Group
Pennsylvania
$736K -$17.3K -40 -3%
CWM
869
Concentric Wealth Management
California
$735K
TW
870
TrinityPoint Wealth
Connecticut
$732K +$31.2K +72 +5%
IEFM
871
IQ EQ Fund Management
Ireland
$729K -$76.3K -176 -11%
FIM
872
Freedom Investment Management
Connecticut
$725K -$8.24K -19 -1%
ST
873
Smithfield Trust
Pennsylvania
$724K +$1.73K +4 +0.3%
QCG
874
Quadrant Capital Group
Ohio
$719K +$129K +298 +25%
KFP
875
KMG Fiduciary Partners
Ohio
$716K +$21.7K +50 +4%