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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
Mission Wealth Management
California
$301K +$9.59K +76 +3%
CAG
302
Csenge Advisory Group
Florida
$299K +$341K +2,706 New
SBH
303
Segall Bryant & Hamill
Illinois
$294K – – –
SSA
304
Schonfeld Strategic Advisors
New York
$292K +$50.6K +401 +18%
Vanguard Personalized Indexing Management
305
Vanguard Personalized Indexing Management
California
$292K +$333K +2,639 New
CRC
306
Curi RMB Capital
Illinois
$289K -$109K -868 -25%
I
307
IberiaBank
Louisiana
$285K +$35.4K +281 +12%
RG
308
Rikoon Group
New Mexico
$284K -$18.3K -145 -5%
MCM
309
Mitchell Capital Management
Kansas
$283K +$30.9K +245 +11%
FAAS
310
First Allied Advisory Services
California
$282K +$105K +831 +48%
V
311
Veritable
Delaware
$280K +$8.83K +70 +3%
PSP
312
Principal Street Partners
Tennessee
$279K -$8.58K -68 -3%
PCA
313
Personal Capital Advisors
California
$277K +$21.8K +173 +7%
PFS
314
Physicians Financial Services
North Carolina
$276K -$37.8K -300 -11%
RWP
315
RWA Wealth Partners
Massachusetts
$276K – – –
OC
316
Oppenheimer & Co
New York
$273K +$6.94K +55 +2%
SRC
317
Sage Rhino Capital
California
$271K -$3.66K -29 -1%
MCC
318
Malaga Cove Capital
California
$267K -$8.45K -67 -3%
OFS
319
OneAscent Financial Services
Alabama
$261K +$15.3K +121 +5%
BIMC
320
Benson Investment Management Company
Virginia
$259K – – –
PTC
321
Private Trust Company
Ohio
$258K – – –
CGL
322
Clarius Group LLC
Washington
$255K -$16.6K -132 -5%
CAM
323
Carret Asset Management
New York
$254K -$31.5K -250 -10%
ET
324
Equitable Trust
Tennessee
$253K +$6.56K +52 +2%
SFG
325
Sather Financial Group
Texas
$243K – – –