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Name Holding Trade Value Shares
Change
Change in
Stake
SIG
801
Stonegate Investment Group
Alabama
$748K +$582K +6,978 +319%
Capstone Investment Advisors
802
Capstone Investment Advisors
New York
$748K +$422K +5,066 +124%
GT
803
Greenleaf Trust
Michigan
$739K -$84.5K -1,014 -10%
MMPW
804
Mitchell McLeod Pugh & Williams
Alabama
$738K +$40K +480 +6%
CCA
805
Checchi Capital Advisers
California
$737K -$58.9K -707 -7%
TCM
806
Twin Capital Management
Pennsylvania
$736K -$18.2K -218 -2%
FCM
807
Fourpath Capital Management
Oklahoma
$732K +$7.42K +89 +1%
CPIA
808
Cornell Pochily Investment Advisors
New York
$731K +$160K +1,915 +27%
SVWAG
809
Sound View Wealth Advisors Group
Georgia
$729K -$71.4K -856 -9%
GSEP
810
Golden State Equity Partners
California
$728K +$9.17K +110 +1%
MSCM
811
McElhenny Sheffield Capital Management
Texas
$717K
FFA
812
Founders Financial Alliance
North Carolina
$716K -$37.7K -452 -5%
VWM
813
Venturi Wealth Management
Texas
$716K +$124K +1,492 +20%
PTP
814
Platform Technology Partners
New York
$711K -$6.92K -83 -0.9%
GWAG
815
Garrett Wealth Advisory Group
Texas
$710K +$750 +9 +0.1%
CT
816
Chicago Trust
Illinois
$709K -$500K -5,998 -41%
BBHC
817
Brown Brothers Harriman & Co
New York
$709K +$133K +1,597 +23%
SC
818
Savant Capital
Illinois
$707K +$2.17K +26 +0.3%
HW
819
Hancock Whitney
Mississippi
$706K +$274K +3,286 +61%
KWA
820
Kingswood Wealth Advisors
California
$702K -$21.7K -260 -3%
GFA
821
Gallagher Fiduciary Advisors
Illinois
$698K +$713K +8,548 New
YWM
822
Yukon Wealth Management
Kansas
$697K +$1.58K +19 +0.2%
MSA
823
Marino Stram & Associates
Massachusetts
$696K +$711K +8,530 New
CT
824
Coastline Trust
Rhode Island
$695K
GPA
825
Garrison Point Advisors
California
$692K