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Name Holding Trade Value Shares
Change
Change in
Stake
NGA
651
Naples Global Advisors
Florida
$13.8M -$33.5K -286 -0.3%
CFO
652
Callan Family Office
Pennsylvania
$13.8M -$711K -6,074 -5%
PAS
653
Park Avenue Securities
New York
$13.7M -$247K -2,109 -2%
TCOV
654
Trust Company of Vermont
Vermont
$13.7M +$12.5M +106,435 New
Envestnet Portfolio Solutions
655
Envestnet Portfolio Solutions
Illinois
$13.6M +$2.72M +23,240 +28%
FNT
656
First Nebraska Trust
Nebraska
$13.4M -$7.37K -63 -0.1%
JC
657
Jacobs & Co
California
$13.4M -$339K -2,897 -3%
IWA
658
IBEX Wealth Advisors
New Jersey
$13.3M +$305K +2,603 +3%
MC
659
Miramar Capital
Illinois
$13.3M +$15.3K +131 +0.1%
UB
660
UMB Bank
Missouri
$13.3M -$108K -925 -0.9%
LNWTC
661
Laird Norton Wetherby Trust Company
Washington
$13.3M -$52.4K -448 -0.4%
SIA
662
Sit Investment Associates
Minnesota
$13.3M +$2.32M +19,817 +24%
IAA
663
Independent Advisor Alliance
North Carolina
$13.2M +$317K +2,712 +3%
MGP
664
Metis Global Partners
California
$13.2M -$3.6M -30,745 -23%
RB
665
Rodgers Brothers
Pennsylvania
$13.2M +$52K +444 +0.4%
CSI
666
Clark & Stuart Inc
Maine
$13.2M -$154K -1,319 -1%
PFS
667
Prospera Financial Services
Texas
$13.1M -$410K -3,501 -3%
AFG
668
Atomi Financial Group
New York
$13M +$905K +7,734 +8%
PUI
669
Purpose Unlimited Inc
$12.9M +$382K +3,267 +3%
APP
670
Avantax Planning Partners
Iowa
$12.9M +$216K +1,842 +2%
JWCA
671
J.W. Cole Advisors
Florida
$12.9M -$162K -1,382 -1%
VFM
672
Viking Fund Management
North Dakota
$12.8M – – –
MMA
673
Miracle Mile Advisors
California
$12.8M +$33.2K +284 +0.3%
NCM
674
Narwhal Capital Management
Georgia
$12.8M -$1.39M -11,872 -11%
PP
675
Patten & Patten
Tennessee
$12.8M -$95.3K -814 -0.8%