Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
651
Great Valley Advisor Group
Delaware
$814K +$73K +301 +10%
P
652
Pitcairn
Pennsylvania
$811K +$42.2K +174 +5%
ACA
653
Aptus Capital Advisors
Alabama
$804K +$819K +3,379 New
FCI
654
Financial Counselors Inc
Kansas
$799K -$36.9K -152 -4%
GT
655
Greenleaf Trust
Michigan
$798K +$55.5K +229 +7%
OL
656
Optas LLC
Texas
$792K +$238K +981 +42%
AWM
657
Altium Wealth Management
New York
$788K +$6.79K +28 +0.9%
LRPA
658
L. Roy Papp & Associates
Arizona
$787K – – –
FAAS
659
First Allied Advisory Services
California
$772K +$38.8K +160 +5%
WWM
660
Western Wealth Management
Colorado
$769K -$4.37K -18 -0.6%
CRC
661
Curi RMB Capital
Illinois
$764K -$89.5K -369 -10%
CCA
662
Checchi Capital Advisers
California
$762K +$44.6K +184 +6%
CT
663
Caldwell Trust
Florida
$758K -$3.64K -15 -0.5%
CTC
664
Central Trust Company
Missouri
$757K -$19.4K -80 -2%
FC
665
Ferris Capital
Massachusetts
$757K +$5.82K +24 +0.8%
WANY
666
Wealthspire Advisors (New York)
New York
$756K +$2.18K +9 +0.3%
PFPT
667
Pinnacle Financial Partners (Tennessee)
Tennessee
$750K -$1.21K -5 -0.2%
MMA
668
Miracle Mile Advisors
California
$745K +$42K +173 +6%
PA
669
Pinnacle Associates
New York
$744K +$291K +1,200 +62%
TNB
670
Thomasville National Bank
Georgia
$741K -$9.21K -38 -1%
LNB
671
Ledyard National Bank
$738K -$9.94K -41 -1%
BPCA
672
Bank Pictet & Cie (Asia)
Singapore
$729K – – –
DWT
673
Dorsey & Whitney Trust
South Dakota
$723K +$64K +264 +10%
DAC
674
Dividend Assets Capital
South Carolina
$716K -$30.3K -125 -4%
AI
675
Atom Investors
Texas
$708K -$2.07M -8,539 -74%