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Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
501
J.W. Cole Advisors
Florida
$363K +$348K +3,208 New
WPC
502
Wedmont Private Capital
Pennsylvania
$363K +$8.78K +81 +3%
WT
503
Whittier Trust
California
$361K
WCM
504
Whitener Capital Management
North Carolina
$359K -$10.8K -100 -3%
FPWM
505
FSB Premier Wealth Management
Iowa
$358K -$117K -1,083 -25%
BDFN
506
Bond & Devick Financial Network
Minnesota
$351K
BAM
507
Brave Asset Management
New Jersey
$351K
Fidelity International
508
Fidelity International
Bermuda
$347K +$198K +1,823 +147%
WHG
509
Westwood Holdings Group
Texas
$347K +$332K +3,064 New
IAA
510
Independent Advisor Alliance
North Carolina
$346K +$58.5K +540 +21%
C
511
Certuity
Florida
$344K +$57.7K +532 +21%
CA
512
Claro Advisors
Massachusetts
$344K +$2.71K +25 +0.8%
QCG
513
Quadrant Capital Group
Ohio
$341K +$108 +1 +0%
MBTD
514
Mechanics Bank - Trust Department
California
$340K
PWM
515
Perigon Wealth Management
California
$338K +$27.1K +250 +9%
VCM
516
Versant Capital Management
Arizona
$337K +$78.7K +726 +32%
VSQM
517
V-Square Quantitative Management
Illinois
$336K +$35.8K +330 +13%
MSCM
518
McElhenny Sheffield Capital Management
Texas
$336K +$321K +2,965 New
Cambridge Investment Research Advisors
519
Cambridge Investment Research Advisors
Iowa
$335K +$2.06K +19 +0.6%
HIC
520
Holderness Investments Company
North Carolina
$332K
FTWA
521
Fifth Third Wealth Advisors
Ohio
$331K +$45.2K +417 +17%
FFG
522
Frisch Financial Group
New York
$329K +$315K +2,906 New
KAS
523
Kestra Advisory Services
Texas
$324K
UCB
524
United Community Bank
South Carolina
$323K -$12.5K -115 -4%
PFPG
525
Pinnacle Financial Partners (Georgia)
Georgia
$323K +$21.7K +200 +8%