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Name Holding Trade Value Shares
Change
Change in
Stake
PA
751
PFG Advisors
Arizona
$231K +$212K +4,809 New
MIM
752
Montgomery Investment Management
Maryland
$230K +$211K +4,800 New
LFAS
753
Level Four Advisory Services
Texas
$230K -$118K -2,671 -36%
PFWA
754
Paces Ferry Wealth Advisors
Georgia
$229K +$211K +4,786 New
SBH
755
Segall Bryant & Hamill
Illinois
$229K +$210K +4,780 New
SFS
756
Sowell Financial Services
Arkansas
$229K +$211K +4,787 New
V
757
ViaWealth
Kansas
$228K -$73.7K -1,675 -26%
WT
758
Whittier Trust
California
$228K +$37.6K +855 +22%
CWM
759
Compass Wealth Management
Connecticut
$227K +$18.5K +420 +10%
EFS
760
Essex Financial Services
Connecticut
$227K +$209K +4,740 New
JWCA
761
J.W. Cole Advisors
Florida
$226K +$208K +4,723 New
SAM
762
Silvercrest Asset Management
New York
$226K +$207K +4,709 New
ACM
763
Ashford Capital Management
Delaware
$225K +$207K +4,700 New
CWM
764
Circle Wealth Management
New Jersey
$225K +$206K +4,690 New
GSIAS
765
Garden State Investment Advisory Services
New Jersey
$225K +$206K +4,689 New
WAM
766
Worth Asset Management
Texas
$224K +$67.1K +1,525 +49%
AIM
767
Anchor Investment Management
South Carolina
$223K – – –
EWM
768
Evercore Wealth Management
New York
$223K +$205K +4,651 New
OWP
769
Obermeyer Wealth Partners
Colorado
$223K +$205K +4,650 New
CMI
770
Clare Market Investments
Texas
$222K +$204K +4,640 New
BCA
771
Bay Colony Advisors
Massachusetts
$222K +$210K +4,773 New
SSB
772
Sandy Spring Bank
Maryland
$222K – – –
FC
773
Forte Capital
New York
$221K +$203K +4,604 New
CWA
774
Clarity Wealth Advisors
California
$220K +$202K +4,595 New
Mitsubishi UFJ Asset Management
775
Mitsubishi UFJ Asset Management
Japan
$219K +$14.3K +324 +8%