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Name Holding Trade Value Shares
Change
Change in
Stake
VFA
776
Valeo Financial Advisors
Indiana
$217K +$211K +2,851 New
PGFC
777
Peapack-Gladstone Financial Corp
New Jersey
$216K
EP
778
Edgestream Partners
New Jersey
$216K -$650K -8,788 -76%
NCTC
779
New Covenant Trust Company
Indiana
$215K
EWM
780
Evercore Wealth Management
New York
$214K -$13K -176 -6%
RRCM
781
Rappaport Reiches Capital Management
Illinois
$214K +$1.4K +19 +0.7%
EE
782
EWG Elevate
California
$213K +$207K +2,807 New
GCM
783
Gallacher Capital Management
Colorado
$213K
CGL
784
Clarius Group LLC
Washington
$212K -$26.7K -361 -11%
Luther King Capital Management (LKCM)
785
Luther King Capital Management (LKCM)
Texas
$212K -$53K -717 -20%
FA
786
FC Advisory
Pennsylvania
$211K +$205K +2,777 New
DFA
787
Davies Financial Advisors
California
$210K +$204K +2,762 New
TCM
788
Telos Capital Management
California
$210K -$14K -190 -6%
FWM
789
Fortress Wealth Management
California
$209K +$203K +2,748 New
HCM
790
Howland Capital Management
Massachusetts
$209K +$202K +2,726 New
CAGAS
791
Capital Advisory Group Advisory Services
Minnesota
$209K -$71.3K -965 -26%
BTI
792
Blue Trust Inc
Georgia
$208K +$133K +1,804 +165%
SIM
793
Sentry Investment Management
Wisconsin
$208K -$41.4K -560 -17%
RFN
794
RDA Financial Network
Iowa
$208K +$202K +2,729 New
MA
795
Montag & Associates
Georgia
$207K
CA
796
Commerzbank Aktiengesellschaft
Germany
$207K +$201K +2,714 New
NSAM
797
North Star Asset Management
Wisconsin
$207K +$201K +2,720 New
SIA
798
Schechter Investment Advisors
Michigan
$205K +$199K +2,689 New
6F
799
626 Financial
Michigan
$204K +$198K +2,680 New
FIB
800
First Interstate Bank
Montana
$204K +$198K +2,678 New