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Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
726
Bryn Mawr Capital Management
Pennsylvania
$455K +$386 +1 +0.1%
MWM
727
Modera Wealth Management
New Jersey
$455K +$449K +1,164 New
HI
728
Horizon Investments
North Carolina
$453K +$7.71K +20 +2%
Rockefeller Capital Management
729
Rockefeller Capital Management
New York
$453K +$11.6K +30 +3%
FNBT
730
FineMark National Bank & Trust
Florida
$452K -$33.2K -86 -7%
NW
731
NewEdge Wealth
Pennsylvania
$438K +$116K +301 +37%
MAM
732
Magellan Asset Management
Australia
$435K -$58.2K -151 -12%
AAP
733
Arax Advisory Partners
Colorado
$434K +$1.54K +4 +0.4%
AWM
734
Axxcess Wealth Management
California
$434K +$428K +1,111 New
PAMG
735
Patton Albertson Miller Group
Tennessee
$433K
PCP
736
Proficio Capital Partners
Massachusetts
$432K +$3.47K +9 +0.8%
EN1L
737
Engine No 1 LLC
California
$432K +$93.3K +242 +28%
IFWM
738
Institute for Wealth Management
Colorado
$426K +$50.9K +132 +14%
MNBTD
739
Moody National Bank Trust Division
Texas
$425K
GFS
740
GYL Financial Synergies
Connecticut
$424K +$419K +1,086 New
AC
741
Abbrea Capital
California
$422K +$63.3K +164 +18%
Carson Wealth (CWM LLC)
742
Carson Wealth (CWM LLC)
Nebraska
$420K +$415K +1,076 New
JC
743
JB Capital
Connecticut
$418K +$386 +1 +0.1%
BP
744
Broadleaf Partners
Ohio
$414K
DBT
745
Dubuque Bank & Trust
Iowa
$412K
SCM
746
Shelton Capital Management
Colorado
$412K
DMBA
747
Deseret Mutual Benefit Administrators
Utah
$412K +$10.8K +28 +3%
OIA
748
OneDigital Investment Advisors
Kansas
$407K +$71K +184 +21%
APA
749
American Portfolios Advisors
New York
$403K +$55.2K +143 +16%
HCM
750
Hutner Capital Management
Vermont
$402K -$2.7K -7 -0.7%