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Name Holding Trade Value Shares
Change
Change in
Stake
SCI
1351
Stableford Capital II
Arizona
$336K -$15.3K -179 -5%
SVWAG
1352
Sound View Wealth Advisors Group
Georgia
$336K +$12.9K +150 +4%
CIC
1353
Chilton Investment Company
Connecticut
$334K -$25.1K -293 -8%
LFDLE
1354
La Financiere de L'Echiquier
France
$331K -$85.4K -996 -22%
CL
1355
Choreo LLC
Illinois
$331K -$78.7K -918 -21%
MWA
1356
Martel Wealth Advisors
Washington
$330K -$20.4K -238 -6%
NAS
1357
Nicolet Advisory Services
Wisconsin
$329K -$8.06K -94 -3%
LB
1358
Legacy Bridge
Iowa
$329K
MPWT
1359
MassMutual Private Wealth & Trust
Connecticut
$326K -$4.37K -51 -1%
FM
1360
Family Management
New York
$326K +$108K +1,265 +57%
Cetera Investment Advisers
1361
Cetera Investment Advisers
Illinois
$324K +$29.9K +349 +11%
MSR
1362
Main Street Research
Connecticut
$323K +$9.35K +109 +3%
PHAM
1363
Palisades Hudson Asset Management
Florida
$322K
PPP
1364
Private Portfolio Partners
New Jersey
$322K +$22.3K +260 +8%
MCA
1365
Mercer Capital Advisers
New Jersey
$321K
OLA
1366
Oliver Luxxe Assets
New Jersey
$321K +$82.8K +965 +38%
BCM
1367
Bienville Capital Management
New York
$319K -$412K -4,800 -59%
GSBTD
1368
Glenview State Bank Trust Department
Illinois
$319K
CCM
1369
Carlson Capital Management
Minnesota
$318K -$257 -3 -0.1%
NHC
1370
Nicholas Hoffman & Company
Georgia
$315K +$80.5K +939 +39%
AIC
1371
Ameritas Investment Company
Nebraska
$315K +$292K +3,402 New
CWM
1372
Centric Wealth Management
Illinois
$312K -$6.43K -75 -2%
PIMG
1373
Patriot Investment Management Group
Tennessee
$312K
NQWM
1374
Northwest Quadrant Wealth Management
Oregon
$310K +$858 +10 +0.3%
PAG
1375
Private Advisory Group
Washington
$309K -$4.72K -55 -2%