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Name Holding Trade Value Shares
Change
Change in
Stake
WGAM
226
Wilkinson Global Asset Management
New York
$407K +$399K +11,445 New
Brown Advisory
227
Brown Advisory
Maryland
$404K +$396K +11,346 New
William Blair & Company
228
William Blair & Company
Illinois
$403K -$5.41K -155 -1%
CCB
229
Country Club Bank
Missouri
$400K
CRI
230
Colonial River Investments
Virginia
$391K +$16.4K +470 +4%
SWA
231
Stratos Wealth Advisors
Ohio
$389K +$314 +9 +0.1%
MMG
232
Monetary Management Group
Missouri
$388K
BWP
233
Baldwin Wealth Partners
Massachusetts
$384K
CCFCSB
234
Cape Cod Five Cents Savings Bank
Massachusetts
$383K +$376K +10,760 New
ACM
235
Avalon Capital Management
California
$382K +$375K +10,735 New
SFS
236
Sowell Financial Services
Arkansas
$379K +$18.1K +519 +5%
ACP
237
Aviance Capital Partners
Florida
$379K -$39.2K -1,123 -10%
AWA
238
Arete Wealth Advisors
Illinois
$360K +$353K +10,118 New
BF
239
BOK Financial
Oklahoma
$357K
SG
240
Somerset Group
Minnesota
$356K
BWL
241
Bogart Wealth LLC
Virginia
$350K
WAOTB
242
Wealth Advisors of Tampa Bay
Florida
$349K +$342K +9,800 New
AFP
243
Ausdal Financial Partners
Iowa
$343K +$838 +24 +0.2%
M&T Bank
244
M&T Bank
New York
$343K
Wealth Enhancement Advisory Services
245
Wealth Enhancement Advisory Services
Minnesota
$343K +$336K +9,637 New
BG
246
Bahl & Gaynor
Ohio
$338K +$52.4K +1,500 +19%
SIMG
247
Sonora Investment Management Group
Arizona
$338K -$5.83K -167 -2%
FHC
248
First Heartland Consultants
Missouri
$332K +$16.2K +463 +5%
CW
249
CreativeOne Wealth
Kansas
$324K -$7.29K -209 -2%
FCP
250
Fidelis Capital Partners
Florida
$309K