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Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
1026
First Citizens Bank & Trust
North Carolina
$297K -$41.8K -1,206 -12%
CWL
1027
Causey Wealth LLC
Colorado
$295K
PTC
1028
Petrus Trust Company
Texas
$294K +$302K +8,703 New
EWA
1029
EverSource Wealth Advisors
Alabama
$292K +$119K +3,426 +66%
SMA
1030
Sage Mountain Advisors
Georgia
$292K -$98.7K -2,845 -25%
ST
1031
Smithfield Trust
Pennsylvania
$291K +$73.8K +2,129 +33%
GIA
1032
Gateway Investment Advisers
Ohio
$291K -$42.7K -1,232 -13%
CCG
1033
Coastwise Capital Group
California
$290K -$58.2K -1,678 -16%
BBI
1034
Baxter Bros Inc
Connecticut
$290K -$423K -12,195 -59%
PNAA
1035
Pictet North America Advisors
Switzerland
$289K -$121K -3,480 -29%
BHWM
1036
Bar Harbor Wealth Management
New Hampshire
$288K -$8.95K -258 -3%
MA
1037
Mutual Advisors
Nebraska
$287K -$78.4K -2,260 -22%
JIC
1038
Johnson Investment Counsel
Ohio
$287K -$22.2K -641 -7%
SC
1039
Schulhoff & Co
Ohio
$287K +$77.7K +2,240 +36%
EAM
1040
Evanson Asset Management
California
$286K
BLAM
1041
Bourne Lent Asset Management
New York
$286K
VC
1042
Veracity Capital
Georgia
$285K +$8.57K +247 +3%
NP
1043
NorthRock Partners
Minnesota
$283K -$341K -9,845 -54%
FWM
1044
Forza Wealth Management
Florida
$282K +$68.8K +1,983 +31%
KCM
1045
Kathmere Capital Management
Pennsylvania
$282K -$69.6K -2,007 -19%
DWP
1046
Daymark Wealth Partners
Ohio
$282K -$69K -1,989 -19%
MCP
1047
Mirador Capital Partners
California
$282K +$1.98K +57 +0.7%
GDP
1048
Great Diamond Partners
Maine
$281K +$289K +8,320 New
RP
1049
Riverwater Partners
Wisconsin
$281K -$3.4K -98 -1%
SFM
1050
Systematic Financial Management
New Jersey
$281K