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Name Holding Trade Value Shares
Change
Change in
Stake
FHA
351
First Horizon Advisors
Tennessee
$207K +$76.9K +1,913 +56%
ACP
352
Ashfield Capital Partners
California
$204K -$125K -3,100 -38%
HPBT
353
High Point Bank & Trust
North Carolina
$201K
DADC
354
D.A. Davidson & Co
Montana
$196K -$29.6K -736 -13%
FPFS
355
First Personal Financial Services
North Carolina
$185K -$28.1K -700 -13%
SF
356
Synovus Financial
Georgia
$180K -$484K -12,046 -73%
BIT
357
BlackRock Institutional Trust
California
$175K +$175K +4,365 New
FANJ
358
Financial Architects (New Jersey)
New Jersey
$163K +$163K +4,060 New
GBT
359
Grove Bank & Trust
Florida
$161K -$24.3K -605 -13%
JWA
360
JFS Wealth Advisors
Pennsylvania
$154K +$62K +1,542 +67%
IA
361
IFP Advisors
Florida
$121K -$393K -9,778 -78%
S
362
SignatureFD
Georgia
$120K +$1.29K +32 +1%
GWM
363
Geneos Wealth Management
Colorado
$113K +$113K +2,819 New
KLI
364
Kelman-Lazarov Inc
Tennessee
$109K +$108K +2,700 New
PCMM
365
Private Capital Management (Minnesota)
Minnesota
$100K
CFG
366
CKW Financial Group
Hawaii
$93K
ARMT
367
Amica Retiree Medical Trust
Rhode Island
$92K
Bessemer Group
368
Bessemer Group
New Jersey
$78K -$14.1K -351 -15%
DVM
369
Dreman Value Management
Florida
$75K +$75.1K +1,870 New
EDRH
370
Edmond de Rothschild Holding
Switzerland
$67K -$123K -3,070 -65%
AssetMark Inc
371
AssetMark Inc
California
$63K -$506K -12,605 -89%
SIM
372
Sonora Investment Management
Arizona
$62K +$14.5K +360 +35%
MMG
373
Monetary Management Group
Missouri
$58K
WA
374
WFG Advisors
Texas
$53K -$2.21K -55 -4%
QCG
375
Quadrant Capital Group
Ohio
$53K +$37.6K +936 +207%