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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1151
Gladstone Institutional Advisory
Florida
$492K +$6.57K +15 +1%
UIA
1152
Ulland Investment Advisors
Minnesota
$491K -$10.9K -25 -2%
CAM
1153
Concorde Asset Management
Michigan
$491K +$252K +576 +116%
FNBOH
1154
First National Bank of Hutchinson
Kansas
$488K
WAG
1155
Wallace Advisory Group
California
$488K
EWM
1156
Evercore Wealth Management
New York
$485K -$54.7K -125 -11%
YC
1157
Yarbrough Capital
Tennessee
$483K
PP
1158
PDS Planning
Ohio
$483K +$85.8K +196 +23%
KFP
1159
KMG Fiduciary Partners
Ohio
$481K -$4.38K -10 -0.9%
PWAM
1160
Pinnacle West Asset Management
Wyoming
$481K -$10.9K -25 -2%
AC
1161
Abbrea Capital
California
$481K +$19.7K +45 +4%
IIA
1162
ICW Investment Advisors
Arizona
$477K +$20.1K +46 +5%
AC
1163
Allstate Corporation
Illinois
$476K +$2.63K +6 +0.6%
SP
1164
Symmetry Partners
Connecticut
$476K
WBG
1165
Wharton Business Group
Pennsylvania
$474K
SHGA
1166
Sand Hill Global Advisors
California
$472K -$74K -169 -14%
BC
1167
Burney Company
Virginia
$472K -$59.1K -135 -12%
FPAS
1168
Focus Partners Advisor Solutions
Missouri
$468K +$7.01K +16 +2%
GT
1169
Glenview Trust
Kentucky
$464K +$443K +1,012 New
IAS
1170
Insigneo Advisory Services
Florida
$460K +$439K +1,003 New
TI
1171
Truepoint Inc
Ohio
$459K +$439K +1,002 New
LOAMU
1172
Lombard Odier Asset Management (USA)
New York
$458K
RC
1173
RBF Capital
California
$458K
EH
1174
Equitable Holdings
New York
$458K +$437K +999 New
AWA
1175
Aaron Wealth Advisors
Illinois
$457K +$60K +137 +16%