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Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1351
Kendall Capital Management
Maryland
$299K +$23.9K +140 +9%
CCMG
1352
Clark Capital Management Group
Pennsylvania
$299K +$26.3K +154 +10%
EMG
1353
Ellington Management Group
Connecticut
$298K +$291K +1,700 New
WA
1354
Wealth Architects
California
$296K -$855 -5 -0.3%
SWA
1355
Sutton Wealth Advisors
Florida
$295K -$855 -5 -0.3%
BW
1356
Bison Wealth
Georgia
$293K
BFO
1357
Boston Family Office
Massachusetts
$293K
Boston Partners
1358
Boston Partners
Massachusetts
$293K
EWA
1359
EP Wealth Advisors
California
$291K -$541K -3,166 -66%
BMO
1360
Beck Mack & Oliver
New York
$291K +$8.55K +50 +3%
OC
1361
Oakworth Capital
Alabama
$291K +$12.1K +71 +5%
AWM
1362
Altavista Wealth Management
North Carolina
$290K
AI
1363
Ariel Investments
Illinois
$289K -$993K -5,812 -78%
AFP
1364
Ausdal Financial Partners
Iowa
$288K -$9.06K -53 -3%
FA
1365
Forefront Analytics
Pennsylvania
$283K +$276K +1,613 New
BFC
1366
Bedel Financial Consulting
Indiana
$282K
1WA
1367
180 Wealth Advisors
Washington
$281K +$17.1K +100 +7%
BAM
1368
Brave Asset Management
New Jersey
$280K
CP
1369
Coho Partners
Pennsylvania
$280K
EI
1370
EDMP Inc
Florida
$280K
MAM
1371
Morse Asset Management
Connecticut
$280K
KJWM
1372
Kiley Juergens Wealth Management
Washington
$279K +$8.55K +50 +3%
B
1373
Bailard
California
$277K
ZIC
1374
ZWJ Investment Counsel
Georgia
$276K -$477K -2,793 -64%
PFS
1375
Prospera Financial Services
Texas
$274K -$61.5K -360 -19%