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Name Holding Trade Value Shares
Change
Change in
Stake
CGL
626
Clarius Group LLC
Washington
$583K
PPP
627
Private Portfolio Partners
New Jersey
$578K -$186K -2,270 -21%
MCM
628
Manchester Capital Management
Vermont
$569K -$131K -1,600 -16%
BCM
629
BTC Capital Management
Iowa
$568K +$400K +4,870 +137%
Vanguard Personalized Indexing Management
630
Vanguard Personalized Indexing Management
California
$567K +$49.3K +600 +8%
MMC
631
Mizuho Markets Cayman
Cayman Islands
$567K +$689K +8,390 New
FPCP
632
Fort Point Capital Partners
California
$564K
FWP
633
FAS Wealth Partners
Kansas
$564K +$236K +2,880 +53%
ME
634
McIlrath & Eck
Washington
$558K +$82.9K +1,010 +14%
CFB
635
Cullen/Frost Bankers
Texas
$550K
AC
636
Abbrea Capital
California
$549K +$46K +560 +7%
CIM
637
Confluence Investment Management
Missouri
$546K +$9.03K +110 +1%
CAI
638
Capital Advisors Inc
Oklahoma
$546K +$348K +4,240 +110%
HCA
639
Harbour Capital Advisors
Virginia
$541K -$31.2K -380 -5%
CIAS
640
Capital Investment Advisory Services
North Carolina
$537K -$65.7K -800 -9%
GAM
641
Gotham Asset Management
New York
$536K +$23.8K +290 +4%
AF
642
Allworth Financial
California
$534K +$821 +10 +0.1%
IWP
643
Icon Wealth Partners
Texas
$534K +$145K +1,770 +29%
IGWM
644
ICA Group Wealth Management
Colorado
$533K +$1.21M +14,770 New
SIG
645
Sargent Investment Group
Maryland
$527K +$73.9K +900 +13%
WEG
646
World Equity Group
Illinois
$525K +$637K +7,760 New
CA
647
Clearstead Advisors
Ohio
$523K -$28.7K -350 -4%
SYBT
648
Stock Yards Bank & Trust
Kentucky
$523K +$6.57K +80 +1%
PA
649
PFG Advisors
Arizona
$523K +$136K +1,660 +27%
CIEP
650
Constellation Investimentos e Participacoes
Brazil
$522K -$174K -2,120 -22%