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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
551
Destination Wealth Management
California
$254K +$47.1K +718 +24%
BC
552
Burney Company
Virginia
$253K +$241K +3,678 New
TA
553
Tiedemann Advisors
New York
$252K -$4.72K -72 -2%
MC
554
Miles Capital
Iowa
$251K +$239K +3,650 New
PP
555
Patten & Patten
Tennessee
$250K – – –
S
556
SignatureFD
Georgia
$250K +$12.1K +184 +5%
FBT
557
First Bankers Trust
Kentucky
$249K – – –
WWM
558
Western Wealth Management
Colorado
$249K +$239K +3,638 New
DAS
559
Dynamic Advisor Solutions
Arizona
$248K +$237K +3,606 New
SC
560
Savant Capital
Illinois
$242K +$3.28K +50 +1%
DC
561
DeDora Capital
California
$241K +$1.71K +26 +0.7%
WP
562
WealthSource Partners
California
$240K +$229K +3,492 New
QI
563
Qtron Investments
Massachusetts
$240K +$229K +3,494 New
MAFM
564
Mid Atlantic Financial Management
Pennsylvania
$234K -$3.15K -48 -1%
MJRIC
565
Mogy Joel R Investment Counsel
California
$234K – – –
TCOV
566
Trust Company of Vermont
Vermont
$234K – – –
OAM
567
Oak Asset Management
California
$232K +$216K +3,298 New
JC
568
Jacobs & Co
California
$230K +$220K +3,356 New
PL
569
Plancorp LLC
Missouri
$229K -$11.4K -174 -5%
ACM
570
AlphaCrest Capital Management
New York
$225K -$366K -5,574 -63%
1SB
571
1ST Source Bank
Indiana
$223K – – –
SI
572
Stephens Inc
Arkansas
$221K -$32.7K -498 -13%
AW
573
Alpha Windward
Massachusetts
$221K +$262 +4 +0.1%
Fiera Capital (Canada)
574
Fiera Capital (Canada)
Quebec, Canada
$220K – – –
HCM
575
Howland Capital Management
Massachusetts
$220K – – –