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Name Holding Trade Value Shares
Change
Change in
Stake
GIA
451
Guyasuta Investment Advisors
Pennsylvania
$278K
SPIA
452
Steward Partners Investment Advisory
New York
$277K +$33.9K +128 +15%
QCG
453
Quadrant Capital Group
Ohio
$273K +$24.4K +92 +10%
GT
454
Greenleaf Trust
Michigan
$269K -$5.03K -19 -2%
AWM
455
AE Wealth Management
Kansas
$267K -$10.3K -39 -4%
B
456
Bailard
California
$262K -$135K -509 -35%
VC
457
Veery Capital
Delaware
$260K -$21.5K -81 -8%
RG
458
Renaissance Group
Kentucky
$260K -$8.21K -31 -3%
PFA
459
Pathway Financial Advisors
Vermont
$259K
Vontobel Holding
460
Vontobel Holding
Switzerland
$253K +$242K +912 New
TFA
461
Teamwork Financial Advisors
Texas
$250K
CCA
462
Cobblestone Capital Advisors
New York
$247K -$20.7K -78 -8%
FMT
463
First Mercantile Trust
Tennessee
$242K -$186K -703 -45%
LSAG
464
Lake Street Advisors Group
New Hampshire
$237K +$7.42K +28 +3%
Capstone Investment Advisors
465
Capstone Investment Advisors
New York
$236K -$669K -2,524 -75%
DT
466
Diversified Trust
Tennessee
$235K +$7.15K +27 +3%
CGL
467
Clarius Group LLC
Washington
$231K +$10.1K +38 +5%
JIC
468
Johnson Investment Counsel
Ohio
$227K +$216K +817 New
LJAC
469
L.J. Altfest & Co
New York
$221K +$211K +798 New
SBSB
470
Sullivan, Bruyette, Speros & Blaney
Virginia
$218K
CA
471
Clearstead Advisors
Ohio
$218K +$32.6K +123 +19%
FB
472
Fulton Bank
Pennsylvania
$218K +$208K +785 New
HWA
473
Heritage Wealth Advisors
Virginia
$217K
NSAM
474
North Star Asset Management
Wisconsin
$216K
SS
475
Simplicity Solutions
Minnesota
$215K +$205K +773 New