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Name Holding Trade Value Shares
Change
Change in
Stake
V
226
Veritable
Delaware
$490K -$62.6K -1,466 -12%
LPC
227
Loeb Partners Corp
New York
$489K +$64.1K +1,500 +16%
CIP
228
Cornerstone Investment Partners
Georgia
$487K
HH
229
Hilltop Holdings
Texas
$483K -$410K -9,604 -47%
TCOV
230
Trust Company of Vermont
Vermont
$471K -$812 -19 -0.2%
SDIC
231
South Dakota Investment Council
South Dakota
$466K
BWP
232
Baldwin Wealth Partners
Massachusetts
$464K -$31.2K -730 -7%
WIA
233
Wealthstreet Investment Advisors
Texas
$464K +$55.5K +1,300 +14%
1WA
234
180 Wealth Advisors
Washington
$463K -$9.78K -229 -2%
BRWA
235
B. Riley Wealth Advisors
Florida
$458K -$35.1K -821 -7%
RCM
236
Riverhead Capital Management
Delaware
$456K
ECM
237
Estabrook Capital Management
New York
$455K +$1.67K +39 +0.4%
CM
238
Caption Management
Oklahoma
$447K +$427K +10,000 New
AP
239
Advisor Partners
California
$440K +$143K +3,343 +51%
CA
240
Continuum Advisory
Idaho
$434K +$34.4K +806 +9%
Mariner
241
Mariner
Kansas
$431K +$412K +9,653 New
ATC
242
Argent Trust Co
Tennessee
$422K -$98.7K -2,310 -20%
BI
243
Bredin Investment
Delaware
$421K
CI
244
Conning Inc
Connecticut
$420K -$87.6K -2,050 -18%
BCA
245
Benchmark Capital Advisors
New York
$415K
PTC
246
Philadelphia Trust Company
Pennsylvania
$415K
FBT
247
First Bank & Trust
South Dakota
$413K -$686K -16,056 -62%
TAM
248
Tyers Asset Management
Texas
$411K
WAM
249
Weatherly Asset Management
California
$408K -$12.2K -285 -3%
AI
250
Atria Investments
North Carolina
$400K +$15.7K +367 +4%