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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
701
Gladstone Institutional Advisory
Florida
$261K -$35.9K -177 -12%
PWS
702
Peterson Wealth Services
Utah
$254K +$6.29K +31 +3%
ZB
703
Zions Bancorporation
Utah
$249K -$56K -276 -18%
Pacer Advisors
704
Pacer Advisors
Pennsylvania
$248K -$462K -2,276 -65%
S
705
Seeyond
France
$247K -$608 -3 -0.2%
PWPS
706
Pinnacle Wealth Planning Services
Ohio
$240K -$55.6K -274 -19%
RFC
707
Regions Financial Corp
Alabama
$236K -$8.92K -44 -4%
HNWAG
708
High Net Worth Advisory Group
Florida
$236K – – –
BBHC
709
Brown Brothers Harriman & Co
New York
$235K +$90.9K +448 +64%
WPW
710
Waldron Private Wealth
Pennsylvania
$235K – – –
SCM
711
Shelton Capital Management
Colorado
$235K – – –
BC
712
Bridgefront Capital
Texas
$233K -$571K -2,817 -71%
MM
713
MQS Management
New York
$229K -$841K -4,146 -79%
GT
714
Glenview Trust
Kentucky
$226K +$224K +1,103 New
AG
715
Algert Global
California
$225K +$223K +1,100 New
Brown Advisory
716
Brown Advisory
Maryland
$222K -$20.7K -102 -9%
CI
717
Conning Inc
Connecticut
$221K +$219K +1,080 New
AWM
718
Aprio Wealth Management
Georgia
$221K -$7.1K -35 -3%
BPA
719
Beacon Pointe Advisors
California
$220K +$218K +1,074 New
CC
720
Callan Capital
California
$220K +$218K +1,074 New
BPFA
721
Barnes Pettey Financial Advisors
Mississippi
$219K +$217K +1,070 New
PCS
722
Personal CFO Solutions
New Jersey
$218K -$8.92K -44 -4%
ZCA
723
Zeke Capital Advisors
Pennsylvania
$216K -$25.6K -126 -11%
CWS
724
Confluence Wealth Services
Pennsylvania
$216K +$214K +1,054 New
IA
725
Inspire Advisors
Idaho
$214K +$212K +1,046 New