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Name Holding Trade Value Shares
Change
Change in
Stake
CP
626
Capital Planning
Washington
$406K -$7.91K -75 -2%
BCM
627
Birmingham Capital Management
Alabama
$405K
ATC
628
Argent Trust Co
Tennessee
$405K +$6.64K +63 +2%
AEPWM
629
Atlantic Edge Private Wealth Management
Florida
$404K
OWP
630
Obermeyer Wealth Partners
Colorado
$397K -$1.05K -10 -0.2%
SWA
631
Stratos Wealth Advisors
Ohio
$389K -$1.69K -16 -0.4%
SAM
632
Silvercrest Asset Management
New York
$387K +$35.5K +337 +9%
IWC
633
Integrated Wealth Concepts
Massachusetts
$384K -$13.9K -132 -3%
KWM
634
Kingsview Wealth Management
Oregon
$383K -$10.7K -101 -3%
CFO
635
Callan Family Office
Pennsylvania
$382K -$30.9K -293 -7%
HC
636
Hamilton Capital
Ohio
$382K +$316 +3 +0.1%
WFI
637
West Family Investments
California
$381K
VCM
638
Violich Capital Management
California
$380K
FB
639
Fulton Bank
Pennsylvania
$378K -$18.9K -179 -4%
IFG
640
Independent Financial Group
California
$378K -$4.22K -40 -1%
CI
641
Conning Inc
Connecticut
$374K
PIM
642
Penobscot Investment Management
Massachusetts
$370K
SAM
643
Smartleaf Asset Management
Massachusetts
$368K -$12.1K -115 -3%
VSQM
644
V-Square Quantitative Management
Illinois
$368K -$4.22K -40 -1%
GWM
645
Geneos Wealth Management
Colorado
$361K +$287K +2,722 +277%
IFWM
646
Institute for Wealth Management
Colorado
$361K
ACMA
647
Arbor Capital Management (Alaska)
Alaska
$359K
AFT
648
Alpha Family Trust
California
$358K +$148K +1,399 +61%
GL
649
Graypoint LLC
New York
$352K -$27.3K -259 -7%
WSFS
650
Wilmington Savings Fund Society
Delaware
$352K +$102K +963 +36%