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Name Holding Trade Value Shares
Change
Change in
Stake
PWS
626
Peloton Wealth Strategists
Indiana
$4.19M -$8.66K -102 -0.2%
SFO
627
Stokes Family Office
Louisiana
$4.18M -$26.2K -308 -0.6%
SWP
628
Stratos Wealth Partners
Ohio
$4.18M -$158K -1,857 -4%
Kovitz Investment Group Partners
629
Kovitz Investment Group Partners
Illinois
$4.18M -$447K -5,258 -10%
PFS
630
Prospera Financial Services
Texas
$4.17M -$119K -1,400 -3%
RFC
631
Regions Financial Corp
Alabama
$4.16M -$127K -1,499 -3%
SCM
632
Stonebridge Capital Management
California
$4.15M -$97.7K -1,150 -2%
GU
633
Georgetown University
District of Columbia
$4.14M +$23.2K +273 +0.6%
SGA
634
Strategic Global Advisors
California
$4.12M -$165K -1,947 -4%
VIA
635
Vident Investment Advisory
Georgia
$4.1M +$217K +2,551 +5%
BRA
636
Bender Robert & Associates
California
$4.1M -$18.8K -221 -0.5%
ASN
637
Advisory Services Network
Georgia
$4.09M -$28.6K -337 -0.7%
RG
638
Rathbones Group
United Kingdom
$4.09M -$210K -2,471 -5%
WAC
639
William Allan Corp
Colorado
$4.09M -$242K -2,853 -6%
SAM
640
Silvercrest Asset Management
New York
$4.09M -$72.1K -849 -2%
ECM
641
Exchange Capital Management
Michigan
$4.09M +$149K +1,755 +4%
VVP
642
Venture Visionary Partners
Ohio
$4.08M +$16.7K +196 +0.4%
FNB
643
Farmers National Bank
Kentucky
$4.05M +$69.5K +818 +2%
HFS
644
HBC Financial Services
Washington
$4.03M -$61.5K -724 -1%
BCFS
645
Butensky & Cohen Financial Security
Florida
$4.03M +$282K +3,315 +7%
EWM
646
Evercore Wealth Management
New York
$4M -$22.1K -260 -0.5%
TIM
647
Thompson Investment Management
Wisconsin
$3.99M +$28.6K +337 +0.7%
BHA
648
Beech Hill Advisors
New York
$3.99M -$19.1K -225 -0.5%
PWMAG
649
Pinnacle Wealth Management Advisory Group
New Jersey
$3.98M -$401K -4,718 -9%
VCP
650
Vista Capital Partners
Oregon
$3.97M +$103K +1,207 +3%