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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
301
Csenge Advisory Group
Florida
$299K +$341K +2,706 New
SBH
302
Segall Bryant & Hamill
Illinois
$294K
SSA
303
Schonfeld Strategic Advisors
New York
$292K +$50.6K +401 +18%
Vanguard Personalized Indexing Management
304
Vanguard Personalized Indexing Management
California
$292K +$333K +2,639 New
CRC
305
Curi RMB Capital
Illinois
$289K -$109K -868 -25%
I
306
IberiaBank
Louisiana
$285K +$35.4K +281 +12%
RG
307
Rikoon Group
New Mexico
$284K -$18.3K -145 -5%
MCM
308
Mitchell Capital Management
Kansas
$283K +$30.9K +245 +11%
FAAS
309
First Allied Advisory Services
California
$282K +$105K +831 +48%
V
310
Veritable
Delaware
$280K +$8.83K +70 +3%
PSP
311
Principal Street Partners
Tennessee
$279K -$8.58K -68 -3%
PCA
312
Personal Capital Advisors
California
$277K +$21.8K +173 +7%
PFS
313
Physicians Financial Services
North Carolina
$276K -$37.8K -300 -11%
RWP
314
RWA Wealth Partners
Massachusetts
$276K
OC
315
Oppenheimer & Co
New York
$273K +$6.94K +55 +2%
SRC
316
Sage Rhino Capital
California
$271K -$3.66K -29 -1%
MCC
317
Malaga Cove Capital
California
$267K -$8.45K -67 -3%
OFS
318
OneAscent Financial Services
Alabama
$261K +$15.3K +121 +5%
BIMC
319
Benson Investment Management Company
Virginia
$259K
PTC
320
Private Trust Company
Ohio
$258K
CGL
321
Clarius Group LLC
Washington
$255K -$16.6K -132 -5%
CAM
322
Carret Asset Management
New York
$254K -$31.5K -250 -10%
ET
323
Equitable Trust
Tennessee
$253K +$6.56K +52 +2%
SFG
324
Sather Financial Group
Texas
$243K
AC
325
Avestar Capital
New York
$241K -$68.7K -545 -20%