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Name Holding Trade Value Shares
Change
Change in
Stake
CTA
776
Chesley Taft & Associates
Illinois
$453K – – –
CT
777
Coastline Trust
Rhode Island
$452K – – –
FNBT
778
FineMark National Bank & Trust
Florida
$451K – – –
NP
779
NorthRock Partners
Minnesota
$450K -$4.18K -120 -1%
SSWM
780
Smith Salley Wealth Management
North Carolina
$450K -$39K -1,120 -9%
FHA
781
Flagship Harbor Advisors
Massachusetts
$446K +$413K +11,840 New
TIA
782
Trust Investment Advisors
Indiana
$445K -$5.58K -160 -1%
CF
783
Centaurus Financial
California
$443K -$924K -26,520 -69%
SYBT
784
Stock Yards Bank & Trust
Kentucky
$443K -$64.1K -1,840 -14%
Fisher Asset Management
785
Fisher Asset Management
Washington
$440K -$83.6K -2,400 -17%
BPA
786
Beacon Pointe Advisors
California
$439K +$47.4K +1,360 +13%
BTI
787
Blue Trust Inc
Georgia
$437K +$470K +13,490 +1,466%
SIA
788
Schechter Investment Advisors
Michigan
$435K +$43.9K +1,260 +12%
CB
789
Cadence Bank
Mississippi
$431K -$50.2K -1,440 -11%
ACM
790
Ategra Capital Management
Virginia
$422K – – –
PWS
791
Precision Wealth Strategies
Missouri
$419K -$1.74K -50 -0.4%
GWS
792
Glassman Wealth Services
Virginia
$417K -$8.02K -230 -2%
SWA
793
SFMG Wealth Advisors
Texas
$417K +$697 +20 +0.2%
AI
794
AdvisorShares Investments
Maryland
$410K -$82.2K -2,360 -18%
PWLP
795
Prio Wealth Limited Partnership
Massachusetts
$409K – – –
ARMT
796
Amica Retiree Medical Trust
Rhode Island
$409K -$142K -4,070 -27%
CWAG
797
Compton Wealth Advisory Group
Virginia
$409K – – –
SCM
798
SevenOneSeven Capital Management
Pennsylvania
$407K -$8.71K -250 -2%
PFG
799
Prosperity Financial Group
California
$405K +$375K +10,750 New
WAG
800
Winthrop Advisory Group
Massachusetts
$405K +$697 +20 +0.2%