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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
726
Petrus Trust Company
Texas
$203K +$203K +886 New
JHCP
727
Jackson Hole Capital Partners
Oklahoma
$201K -$10.3K -45 -5%
MSWM
728
McGlone Suttner Wealth Management
Wisconsin
$200K +$200K +872 New
CYG
729
Clean Yield Group
Vermont
$197K – – –
HT
730
Headlands Technologies
Illinois
$191K +$191K +834 New
MG
731
Mather Group
Illinois
$187K +$66.5K +290 +55%
AIP
732
Ameritas Investment Partners
Nebraska
$187K -$16.5K -72 -8%
LC
733
Lindbrook Capital
California
$183K -$3.67K -16 -2%
C
734
Covestor
United Kingdom
$182K -$18.1K -79 -9%
HNB
735
Hilltop National Bank
Wyoming
$175K – – –
EWP
736
Elevation Wealth Partners
California
$174K – – –
SPIA
737
Steward Partners Investment Advisory
New York
$168K +$19.7K +86 +13%
AAP
738
Arax Advisory Partners
Colorado
$164K +$14K +61 +9%
AF
739
Allworth Financial
California
$153K +$43.6K +190 +43%
HDIM
740
Hanson & Doremus Investment Management
Vermont
$151K +$7.34K +32 +5%
BBHC
741
Brown Brothers Harriman & Co
New York
$150K +$47.5K +207 +46%
BIG
742
Brooklyn Investment Group
New York
$149K +$17K +74 +13%
SWM
743
Spire Wealth Management
Virginia
$147K +$147K +639 New
GRP
744
Global Retirement Partners
California
$146K -$24.5K -107 -14%
ITIM
745
Indiana Trust & Investment Management
Indiana
$140K – – –
NIMI
746
Natixis Investment Managers International
France
$137K – – –
S
747
SignatureFD
Georgia
$135K +$11.9K +52 +10%
BTI
748
Blue Trust Inc
Georgia
$133K -$73.9K -322 -36%
PFBT
749
Parkside Financial Bank & Trust
Missouri
$131K -$5.51K -24 -4%
LS
750
Livforsakringsbolaget Skandia
Sweden
$127K -$22.9K -100 -15%