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Name Holding Trade Value Shares
Change
Change in
Stake
BW
1401
Bison Wealth
Georgia
$373K
Boston Partners
1402
Boston Partners
Massachusetts
$373K
WA
1403
Wealth Architects
California
$372K -$3.55K -17 -1%
AB
1404
Atlas Brown
Kentucky
$370K
FBC
1405
Fairfield, Bush & Co
Connecticut
$368K
OC
1406
Oakworth Capital
Alabama
$364K
BMO
1407
Beck Mack & Oliver
New York
$363K -$6.26K -30 -2%
BFO
1408
Boston Family Office
Massachusetts
$362K
KJWM
1409
Kiley Juergens Wealth Management
Washington
$362K +$6.26K +30 +2%
VC
1410
Vicus Capital
Pennsylvania
$360K -$26.1K -125 -7%
CIP
1411
Convergence Investment Partners
Florida
$360K +$16.5K +79 +5%
SMFG
1412
Sumitomo Mitsui Financial Group
Japan
$359K +$210K +1,006 +165%
CGL
1413
Clarius Group LLC
Washington
$359K +$337K +1,614 New
WVP
1414
Worth Venture Partners
New Jersey
$358K -$2.09K -10 -0.6%
BAM
1415
Brave Asset Management
New Jersey
$356K
EI
1416
EDMP Inc
Florida
$356K
DJSG
1417
D.J. St. Germain
Massachusetts
$354K
SWM
1418
SeaCrest Wealth Management
New York
$353K -$834 -4 -0.3%
CRWM
1419
Castle Rock Wealth Management
California
$351K -$148K -711 -29%
CBU
1420
CIBC Bank USA
Illinois
$349K -$5.21K -25 -2%
SWM
1421
Segment Wealth Management
Texas
$348K +$5.84K +28 +2%
AW
1422
ACG Wealth
Georgia
$347K +$209 +1 +0.1%
CB
1423
CNB Bank
Pennsylvania
$345K +$266K +1,274 +458%
BFC
1424
Bedel Financial Consulting
Indiana
$343K
BCAM
1425
Boston Common Asset Management
Massachusetts
$343K