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Name Holding Trade Value Shares
Change
Change in
Stake
AHL
401
Abel Hall LLC
Louisiana
$303K -$3.38K -66 -1%
BTI
402
Blue Trust Inc
Georgia
$302K +$137K +2,668 +78%
YCM
403
Yousif Capital Management
Michigan
$299K -$82.9K -1,620 -21%
RWP
404
RWA Wealth Partners
Massachusetts
$294K -$100K -1,955 -25%
SW
405
SVB Wealth
Massachusetts
$292K -$62.4K -1,220 -17%
MIM
406
Meixler Investment Management
Arizona
$291K -$56.1K -1,096 -16%
HCM
407
Howland Capital Management
Massachusetts
$287K
MOS
408
MGO One Seven
Ohio
$283K +$292K +5,698 New
SCI
409
Silver Coast Investments
United States
$283K
AFG
410
Atomi Financial Group
New York
$280K +$288K +5,629 New
SFA
411
Sequoia Financial Advisors
Ohio
$279K +$1.79K +35 +0.6%
IF
412
Intrua Financial
Texas
$277K +$1.02K +20 +0.4%
UCFA
413
United Capital Financial Advisors
Texas
$276K +$26K +509 +10%
MFIM
414
Mesirow Financial Investment Management
Illinois
$275K +$15.8K +309 +6%
CAM
415
CenterStar Asset Management
Illinois
$269K +$278K +5,427 New
RA
416
Ruggaard & Associates
Ohio
$268K -$2.56K -50 -0.9%
Mercer Global Advisors
417
Mercer Global Advisors
Colorado
$268K +$276K +5,397 New
BG
418
Bahl & Gaynor
Ohio
$267K
Truist Financial
419
Truist Financial
North Carolina
$267K +$275K +5,379 New
MHIC
420
Marble Harbor Investment Counsel
Massachusetts
$267K
LFAS
421
Level Four Advisory Services
Texas
$263K +$271K +5,294 New
CCFM
422
Clear Creek Financial Management
Washington
$255K -$1.43K -28 -0.5%
PGFC
423
Peapack-Gladstone Financial Corp
New Jersey
$254K -$97.9K -1,913 -27%
LOPW
424
Live Oak Private Wealth
North Carolina
$253K -$436K -8,515 -63%
FCBT
425
First Citizens Bank & Trust
North Carolina
$249K