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Name Holding Trade Value Shares
Change
Change in
Stake
Blue Trust Inc
251
Blue Trust Inc
Georgia
$461K +$17.9K +2,434 +4%
GCM
252
Gallacher Capital Management
Colorado
$453K -$383K -52,099 -48%
United Capital Financial Advisors
253
United Capital Financial Advisors
Texas
$451K +$59.5K +8,107 +17%
Choreo LLC
254
Choreo LLC
Illinois
$440K +$25.7K +3,501 +7%
GWCM
255
Godshalk Welsh Capital Management
Pennsylvania
$436K – – –
SIG Brokerage
256
SIG Brokerage
New York
$435K -$116K -15,771 -23%
Glenmede Trust
257
Glenmede Trust
Pennsylvania
$427K +$1.04K +142 +0.3%
Summit Trail Advisors
258
Summit Trail Advisors
New York
$415K +$379K +51,567 New
Park Avenue Securities
259
Park Avenue Securities
New York
$411K -$65.8K -8,968 -15%
HCM
260
Hollencrest Capital Management
California
$407K +$371K +50,500 +30,793%
Picton Mahoney Asset Management
261
Picton Mahoney Asset Management
Ontario, Canada
$404K +$369K +50,300 New
Diversified Trust
262
Diversified Trust
Tennessee
$400K +$360 +49 +0.1%
FAL
263
Focused Alpha LLC
Colorado
$399K +$40.9K +5,569 +13%
Vanguard Personalized Indexing Management
264
Vanguard Personalized Indexing Management
California
$396K +$29.8K +4,052 +9%
Kestra Private Wealth Services
265
Kestra Private Wealth Services
Texas
$374K +$15.8K +2,149 +5%
Arkadios Wealth Advisors
266
Arkadios Wealth Advisors
Georgia
$369K +$337K +45,895 New
PI
267
PFG Investments
New York
$364K +$32.5K +4,428 +11%
FIB
268
First Interstate Bank
Montana
$362K – – –
FFA
269
Fortune Financial Advisors
Kansas
$362K +$330K +45,000 New
Concurrent Investment Advisors
270
Concurrent Investment Advisors
Florida
$360K +$57.1K +7,777 +21%
Clearstead Advisors
271
Clearstead Advisors
Ohio
$348K +$318K +43,286 New
Aspiriant LLC
272
Aspiriant LLC
California
$347K +$147K +20,034 +86%
Parallel Advisors
273
Parallel Advisors
California
$347K +$90.8K +12,364 +40%
Merit Financial Group
274
Merit Financial Group
Georgia
$345K +$226K +30,812 +255%
FRA
275
Frank Rimerman Advisors
California
$344K -$2.83K -386 -0.9%