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Name Holding Trade Value Shares
Change
Change in
Stake
EWS
476
Evergreen Wealth Solutions
Pennsylvania
$581K +$43.2K +540 +7%
TPCW
477
TD Private Client Wealth
New York
$579K -$72.6K -907 -10%
UCFA
478
United Capital Financial Advisors
Texas
$578K -$87.9K -1,099 -12%
VIM
479
VELA Investment Management
Ohio
$574K +$15.5K +194 +3%
TCPG
480
Trivant Custom Portfolio Group
California
$573K -$61K -762 -9%
BF
481
BOK Financial
Oklahoma
$572K +$2.16K +27 +0.3%
EF
482
Empirical Finance
Pennsylvania
$567K -$8K -100 -1%
CPC
483
Congress Park Capital
New York
$566K
IIC
484
Integrated Investment Consultants
Michigan
$565K -$26.9K -336 -4%
GI
485
GAMMA Investing
California
$561K +$54.9K +686 +10%
NB
486
Nicolet Bankshares
Wisconsin
$555K +$322K +4,024 +111%
SHFA
487
SS&H Financial Advisors
Michigan
$554K
BBHC
488
Brown Brothers Harriman & Co
New York
$545K +$71.8K +898 +14%
NB
489
NBT Bank
New York
$536K +$136K +1,699 +30%
AWM
490
Apollon Wealth Management
South Carolina
$529K +$174K +2,180 +43%
VVP
491
Venture Visionary Partners
Ohio
$528K +$160 +2 +0%
SCTC
492
Sanibel Captiva Trust Company
Florida
$527K +$48.3K +604 +9%
MGP
493
Metis Global Partners
California
$526K +$17.6K +220 +3%
DILIC
494
Dai-ichi Life Insurance Company
Japan
$521K
NA
495
NewEdge Advisors
Louisiana
$519K -$23.8K -297 -4%
MHIC
496
Marble Harbor Investment Counsel
Massachusetts
$511K +$563K +7,035 New
MYAM
497
Meiji Yasuda Asset Management
Japan
$508K -$35K -437 -6%
P
498
Pitcairn
Pennsylvania
$507K +$1.44K +18 +0.3%
IFWM
499
Institute for Wealth Management
Colorado
$506K -$1.6K -20 -0.3%
MMA
500
Miracle Mile Advisors
California
$504K +$556K +6,946 New