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Name Holding Trade Value Shares
Change
Change in
Stake
SCTC
626
Sanibel Captiva Trust Company
Florida
$384K +$367K +5,134 New
PIA
627
Perennial Investment Advisors
California
$381K -$2.5K -35 -0.7%
FWIA
628
Fort Washington Investment Advisors
Ohio
$381K
FB
629
Fulton Bank
Pennsylvania
$381K -$4.08K -57 -1%
WAM
630
Weatherly Asset Management
California
$380K -$32K -448 -8%
WANY
631
Wealthspire Advisors (New York)
New York
$377K +$36.3K +508 +11%
SSWM
632
Strait & Sound Wealth Management
California
$377K -$6.44K -90 -2%
SW
633
SVB Wealth
Massachusetts
$377K +$73.7K +1,030 +26%
EA
634
Everpar Advisors
Oklahoma
$376K +$360K +5,033 New
IAN
635
Integrated Advisors Network
Texas
$373K +$27.3K +381 +8%
MIS
636
Morningstar Investment Services
Illinois
$373K +$357K +4,998 New
CWM
637
Cornerstone Wealth Management
Missouri
$371K -$6.22K -87 -2%
FFA
638
First Foundation Advisors
California
$370K -$124K -1,735 -26%
AIA
639
AIMZ Investment Advisors
California
$367K
TCA
640
Transcend Capital Advisors
New Jersey
$365K +$5.22K +73 +2%
CAI
641
Capital Advisors Inc
Oklahoma
$363K +$18.2K +254 +6%
CA
642
Continuum Advisory
Idaho
$362K -$112K -1,570 -24%
ABC
643
Associated Banc-Corp
Wisconsin
$359K +$14.3K +200 +4%
PFT
644
Providence First Trust
Arizona
$357K +$342K +4,777 New
FNBT
645
FineMark National Bank & Trust
Florida
$357K +$715 +10 +0.2%
SWA
646
Stratos Wealth Advisors
Ohio
$357K -$358 -5 -0.1%
RSWM
647
Robertson Stephens Wealth Management
California
$355K +$38.4K +537 +13%
HGERS
648
Householder Group Estate & Retirement Specialist
Arizona
$355K -$143 -2 -0%
UAML
649
US Asset Management LLC
Pennsylvania
$355K +$340K +4,756 New
VA
650
Vident Advisory
Georgia
$355K +$65.2K +911 +24%