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Name Holding Trade Value Shares
Change
Change in
Stake
RCA
526
Resonant Capital Advisors
Wisconsin
$539K +$30.3K +243 +6%
WF
527
Welch & Forbes
Massachusetts
$537K
BBHC
528
Brown Brothers Harriman & Co
New York
$535K -$11.2K -90 -2%
VIA
529
Virtus Investment Advisers
Connecticut
$531K +$337K +2,700 +169%
JIC
530
Johnson Investment Counsel
Ohio
$528K -$62.4K -500 -10%
RJT
531
Raymond James Trust
Florida
$519K +$60.7K +487 +13%
IAN
532
Integrated Advisors Network
Texas
$517K -$4.59M -36,802 -90%
OWA
533
One Wealth Advisors
California
$516K -$4.74K -38 -0.9%
TFS
534
Thoroughbred Financial Services
Tennessee
$510K
IFG
535
Independent Financial Group
California
$498K +$503K +4,031 New
PCA
536
Pallas Capital Advisors
Massachusetts
$494K +$254K +2,039 +98%
STA
537
Summit Trail Advisors
New York
$492K +$81.6K +654 +20%
EI
538
EDMP Inc
Florida
$484K -$96.8K -776 -17%
TCM
539
Teza Capital Management
Illinois
$484K -$7.02M -56,323 -93%
GLA
540
Great Lakes Advisors
Illinois
$480K -$3.12K -25 -0.6%
ATC
541
Argent Trust Co
Tennessee
$479K -$24.9K -200 -5%
AI
542
AdvisorShares Investments
Maryland
$476K +$13.1K +105 +3%
AFCM
543
Applied Finance Capital Management
Puerto Rico
$473K -$109K -873 -19%
MWM
544
Mission Wealth Management
California
$468K +$13.2K +106 +3%
LCGC
545
Legacy Capital Group California
California
$461K -$13.7K -110 -3%
GM
546
GeoWealth Management
Illinois
$459K +$236K +1,890 +103%
AWM
547
Apollon Wealth Management
South Carolina
$459K +$137K +1,101 +42%
WPC
548
Wedmont Private Capital
Pennsylvania
$459K +$27.9K +224 +6%
GCM
549
Gallacher Capital Management
Colorado
$455K -$37.4K -300 -8%
LFG
550
Larson Financial Group
Missouri
$455K +$455K +3,651 +10,431%