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Name Holding Trade Value Shares
Change
Change in
Stake
CPW
701
Crestmont Private Wealth
Texas
$279K +$4.47K +9 +2%
WA
702
Wealth Alliance
New York
$279K +$288K +580 New
PWM
703
Perigon Wealth Management
California
$278K -$29.3K -59 -9%
Jones Financial Companies
704
Jones Financial Companies
Missouri
$277K +$261K +526 +1,073%
CC
705
Corton Capital
Ontario, Canada
$276K +$284K +573 New
FAM
706
Fenimore Asset Management
New York
$276K – – –
IWC
707
Integrated Wealth Concepts
Massachusetts
$275K +$284K +572 New
VFA
708
Valeo Financial Advisors
Indiana
$274K -$35.7K -72 -11%
C
709
Certuity
Florida
$273K -$7.44K -15 -3%
SP
710
Symmetry Partners
Connecticut
$271K – – –
WBC
711
Westpac Banking Corp
Australia
$268K +$50.6K +102 +22%
CGL
712
Clarius Group LLC
Washington
$262K -$1.99K -4 -0.7%
CAL
713
Capital Advisors Ltd
Ohio
$261K +$9.92K +20 +4%
WTC
714
WhitTier Trust Company
Nevada
$260K +$3.47K +7 +1%
P
715
&Partners
Tennessee
$260K +$267K +539 New
BCM
716
BluePath Capital Management
Georgia
$260K +$17.4K +35 +7%
BIG
717
Brooklyn Investment Group
New York
$258K – – –
CIC
718
Chilton Investment Company
Connecticut
$255K – – –
OP
719
ORG Partners
Indiana
$255K +$264K +532 New
KCM
720
Kathmere Capital Management
Pennsylvania
$254K +$62K +125 +31%
TCM
721
Teza Capital Management
Illinois
$251K -$2.78M -5,594 -91%
FFM
722
Forum Financial Management
Illinois
$248K +$496 +1 +0.2%
FMLI
723
Fukoku Mutual Life Insurance
Japan
$248K – – –
EWA
724
EP Wealth Advisors
California
$247K +$33.7K +68 +15%
SW
725
SVB Wealth
Massachusetts
$246K -$110K -221 -30%