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Name Holding Trade Value Shares
Change
Change in
Stake
S
701
SignatureFD
Georgia
$300K +$67.9K +959 +31%
FIB
702
First Interstate Bank
Montana
$299K +$246K +3,470 +581%
CA
703
Clearstead Advisors
Ohio
$291K -$55.8K -788 -17%
MWM
704
Modera Wealth Management
New Jersey
$290K -$93.7K -1,324 -25%
CWM
705
Campbell Wealth Management
Virginia
$289K -$1.84K -26 -0.7%
BS
706
Boenning & Scattergood
Pennsylvania
$284K
FANJ
707
Financial Architects (New Jersey)
New Jersey
$282K -$8.14K -115 -3%
FC
708
Ferris Capital
Massachusetts
$282K
FPGK
709
Financial Partners Group (Kansas)
Kansas
$281K +$2.62K +37 +1%
CG
710
Caprock Group
Idaho
$279K +$40K +565 +18%
SDAM
711
Shulman DeMeo Asset Management
New York
$277K -$166K -2,345 -38%
Mackenzie Financial
712
Mackenzie Financial
Ontario, Canada
$277K +$266K +3,762 New
MWM
713
Mission Wealth Management
California
$276K -$15.6K -220 -6%
PCM
714
Parsons Capital Management
Rhode Island
$276K -$212 -3 -0.1%
WP
715
WMS Partners
Maryland
$275K
MFW
716
Meristem Family Wealth
Minnesota
$273K -$259K -3,666 -50%
MIP
717
Marietta Investment Partners
Wisconsin
$273K
IB
718
Intrust Bank
Kansas
$273K +$37.4K +528 +17%
FRM
719
Fox Run Management
Connecticut
$273K +$262K +3,702 New
PFPT
720
Pinnacle Financial Partners (Tennessee)
Tennessee
$272K +$42.9K +606 +20%
CAM
721
Cozad Asset Management
Illinois
$271K -$39K -551 -13%
FM
722
Family Management
New York
$267K
OCM
723
One Capital Management
California
$265K
HPC
724
Hobart Private Capital
North Carolina
$264K +$3.68K +52 +1%
WA
725
WealthTrust Axiom
Pennsylvania
$264K