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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
626
Independent Advisor Alliance
North Carolina
$262K -$35.2K -222 -12%
Cerity Partners
627
Cerity Partners
New York
$262K -$9.51K -60 -4%
ACM
628
Advisors Capital Management
New Jersey
$261K -$9.83K -62 -4%
AAM
629
Auxier Asset Management
Oregon
$260K -$951 -6 -0.4%
CFA
630
Carroll Financial Associates
North Carolina
$257K
JWCA
631
J.W. Cole Advisors
Florida
$257K +$252K +1,587 New
LNWWM
632
Laird Norton Wetherby Wealth Management
California
$252K +$7.92K +50 +3%
MCM
633
MAI Capital Management
Ohio
$249K -$69.4K -438 -22%
HC
634
Hourglass Capital
Texas
$245K
PAM
635
Peak Asset Management
Colorado
$245K
PFS
636
Physicians Financial Services
North Carolina
$245K
PA
637
PSI Advisors
Florida
$244K
ISL
638
Ingalls & Snyder LLC
New York
$242K -$4.6K -29 -2%
TA
639
Tiedemann Advisors
New York
$242K
WT
640
Whittier Trust
California
$241K -$1.9K -12 -0.8%
CS
641
Cannell & Spears
New York
$239K -$634 -4 -0.3%
TWI
642
Thomas White International
Illinois
$238K
ICOM
643
Investment Counselors of Maryland
Maryland
$237K
KPWS
644
Kestra Private Wealth Services
Texas
$234K +$229K +1,445 New
FB
645
Fulton Bank
Pennsylvania
$233K -$8.08K -51 -3%
LJHT
646
Laurie J. Hall Trustee
$226K +$221K +1,397 New
PA
647
Parallel Advisors
California
$225K -$62.4K -394 -22%
TIA
648
Tiemann Investment Advisors
California
$223K +$219K +1,379 New
MHIC
649
Marble Harbor Investment Counsel
Massachusetts
$218K -$36.9K -233 -15%
Carson Wealth (CWM LLC)
650
Carson Wealth (CWM LLC)
Nebraska
$218K