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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
626
Trust Asset Management
Texas
$557K +$906 +3 +0.2%
VFA
627
Valeo Financial Advisors
Indiana
$549K +$180K +595 +50%
HWM
628
HB Wealth Management
Georgia
$547K +$43.8K +145 +9%
RT
629
Rockland Trust
Massachusetts
$546K -$539K -1,785 -50%
MFC
630
Morris Financial Concepts
South Carolina
$540K
BL
631
Balentine LLC
Georgia
$537K -$32K -106 -6%
JWCA
632
J.W. Cole Advisors
Florida
$534K -$96.7K -320 -15%
HNWAG
633
High Net Worth Advisory Group
Florida
$534K
SP
634
Symmetry Partners
Connecticut
$533K
BTWM
635
Baker Tilly Wealth Management
Wisconsin
$528K -$10.9K -36 -2%
WKWM
636
Walter & Keenan Wealth Management
Indiana
$528K +$13.3K +44 +3%
MNBTD
637
Moody National Bank Trust Division
Texas
$521K
Dodge & Cox
638
Dodge & Cox
California
$521K
RWM
639
Ritholtz Wealth Management
New York
$519K +$512K +1,695 New
IFWM
640
Institute for Wealth Management
Colorado
$515K -$12.7K -42 -2%
NAM
641
NorthCrest Asset Manangement
Minnesota
$513K -$45.3K -150 -8%
PGIM
642
Pacific Global Investment Management
California
$511K -$906 -3 -0.2%
MYAM
643
Meiji Yasuda Asset Management
Japan
$500K -$6.04K -20 -1%
CIA
644
Choate Investment Advisors
Massachusetts
$498K -$10.6K -35 -2%
I
645
InceptionR
California
$493K +$487K +1,611 New
ST
646
Spinnaker Trust
Maine
$485K
Lido Advisors
647
Lido Advisors
California
$479K -$2.27M -7,526 -83%
SVWAG
648
Sound View Wealth Advisors Group
Georgia
$479K -$32K -106 -6%
MM
649
MQS Management
New York
$477K +$471K +1,559 New
CRC
650
Curi RMB Capital
Illinois
$472K