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Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1426
Cohen & Steers
New York
$429K -$18.9K -115 -5%
EWA
1427
Exencial Wealth Advisors
Oklahoma
$429K +$72.3K +440 +23%
FCA
1428
FLC Capital Advisors
California
$426K
TCOT
1429
Trust Company of Toledo
Ohio
$426K +$391K +2,380 New
RFO
1430
RiverGlades Family Offices
Florida
$425K
AFA
1431
AA Financial Advisors
Ohio
$424K +$33.7K +205 +9%
SCP
1432
Sivia Capital Partners
California
$424K +$67.4K +410 +21%
FHWM
1433
Fox Hill Wealth Management
Massachusetts
$422K -$69.9K -425 -15%
FUBT
1434
First United Bank & Trust
Maryland
$420K +$304K +1,850 +370%
PCM
1435
Presidio Capital Management
California
$420K +$386K +2,350 New
HR
1436
Howe & Rusling
New York
$418K +$36.2K +220 +10%
GDP
1437
Great Diamond Partners
Maine
$418K -$122K -745 -24%
TCOV
1438
Trust Company of Vermont
Vermont
$418K +$4.11K +25 +1%
FTIS
1439
First Trust Investment Solutions
Florida
$418K +$51.8K +315 +16%
FC
1440
Fulcrum Capital
Washington
$416K
PTC
1441
Petrus Trust Company
Texas
$415K +$381K +2,320 New
CWM
1442
Centurion Wealth Management
Virginia
$414K +$381K +2,315 New
IC
1443
Iconiq Capital
California
$414K +$381K +2,315 New
OBWG
1444
Onyx Bridge Wealth Group
New York
$413K -$20.6K -125 -5%
Fidelity International
1445
Fidelity International
Bermuda
$411K -$42.9M -260,760 -99%
MCP
1446
Mirador Capital Partners
California
$410K -$10.7K -65 -3%
SICM
1447
Sustainable Insight Capital Management
New York
$410K +$376K +2,290 New
CT
1448
Chicago Trust
Illinois
$405K -$141K -860 -28%
RWA
1449
Redhawk Wealth Advisors
Minnesota
$402K -$3.29K -20 -0.9%
MTC
1450
McDaniel Terry & Co
Texas
$401K