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Name Holding Trade Value Shares
Change
Change in
Stake
BPA
1076
Beacon Pointe Advisors
California
$700K -$2.02M -23,995 -74%
S
1077
Surevest
California
$699K +$701K +8,329 New
B
1078
Bailard
California
$697K +$11.5K +137 +2%
SBSB
1079
Sullivan, Bruyette, Speros & Blaney
Virginia
$696K
EFSCE
1080
Enterprise Financial Services Corp (EFSC)
Missouri
$694K
Capstone Investment Advisors
1081
Capstone Investment Advisors
New York
$693K -$553K -6,569 -44%
BCM
1082
Becker Capital Management
Oregon
$693K -$79.8K -948 -10%
ZB
1083
Zions Bancorporation
Utah
$690K -$45.4K -539 -6%
SCI
1084
S&CO Inc
Massachusetts
$690K
BCM
1085
Bienville Capital Management
New York
$690K +$253K +3,001 +58%
BWM
1086
BigSur Wealth Management
Florida
$683K -$84.2K -1,000 -11%
VCP
1087
Vista Capital Partners
Oregon
$680K +$67.8K +806 +11%
PAS
1088
Professional Advisory Services
Florida
$676K
GW
1089
GW & Wade
Massachusetts
$676K +$279K +3,317 +70%
ICM
1090
IMS Capital Management
Oregon
$672K
RCAG
1091
Rehmann Capital Advisory Group
Michigan
$662K -$6.9K -82 -1%
NNP
1092
Nachman Norwood & Parrott
South Carolina
$661K +$328K +3,898 +98%
NSIM
1093
North Star Investment Management
Illinois
$656K
DBG
1094
De Burlo Group
Massachusetts
$655K
WIA
1095
Wealthstreet Investment Advisors
Texas
$654K
LP
1096
LGL Partners
Pennsylvania
$653K -$66.2K -786 -9%
RPC
1097
Rossmore Private Capital
Connecticut
$652K -$3.37K -40 -0.5%
CPIG
1098
Chicago Partners Investment Group
Illinois
$651K +$22.3K +265 +4%
AWM
1099
Altium Wealth Management
New York
$650K +$46.6K +554 +8%
PL
1100
Plancorp LLC
Missouri
$649K -$8.75K -104 -1%