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Name Holding Trade Value Shares
Change
Change in
Stake
BEI
526
Benjamin Edwards Inc
Missouri
$689K +$15.2K +58 +2%
EWM
527
Evermay Wealth Management
Virginia
$689K -$92K -350 -12%
SCA
528
Strathmore Capital Advisors
North Carolina
$682K -$32.9K -125 -5%
AC
529
AlphaCore Capital
California
$682K -$928K -3,532 -59%
BPA
530
Beacon Pointe Advisors
California
$680K +$65.2K +248 +11%
JSAM
531
J. Safra Asset Management
New York
$678K +$28.1K +107 +5%
PGWM
532
Parisi Gray Wealth Management
New Jersey
$673K
SCP
533
Sandhill Capital Partners
New York
$672K
TCOV
534
Trust Company of Vermont
Vermont
$665K +$624K +2,374 New
CG
535
Caprock Group
Idaho
$656K -$128K -488 -17%
PCM
536
Parsons Capital Management
Rhode Island
$652K -$5.26K -20 -0.9%
EC
537
EntryPoint Capital
New York
$650K +$610K +2,321 New
GFM
538
GF Fund Management
China
$647K +$6.31K +24 +1%
IWC
539
Integrated Wealth Concepts
Massachusetts
$634K -$7.89K -30 -1%
BMCM
540
Bryn Mawr Capital Management
Pennsylvania
$634K -$2.1K -8 -0.4%
VSQM
541
V-Square Quantitative Management
Illinois
$634K -$40.7K -155 -6%
DCM
542
Decatur Capital Management
Georgia
$630K +$591K +2,250 New
EFS
543
Essex Financial Services
Connecticut
$629K -$63.4K -241 -10%
MW
544
Marble Wealth
Alabama
$628K +$1.58K +6 +0.3%
ACA
545
Aptus Capital Advisors
Alabama
$627K +$11K +42 +2%
V
546
ViaWealth
Kansas
$626K
SO
547
STRS Ohio
Ohio
$622K -$22M -83,776 -97%
Vontobel Holding
548
Vontobel Holding
Switzerland
$622K -$190K -721 -24%
KRSITF
549
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$613K -$2.63K -10 -0.5%
TWP
550
Tempus Wealth Planning
California
$609K -$21.3K -81 -4%