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Name Holding Trade Value Shares
Change
Change in
Stake
MTC
801
McDaniel Terry & Co
Texas
$694K -$4.18K -57 -0.6%
Bessemer Group
802
Bessemer Group
New Jersey
$691K +$367 +5 +0.1%
AF
803
Allworth Financial
California
$685K -$41K -559 -6%
WIA
804
World Investment Advisors
California
$684K -$1.25M -17,010 -65%
FFO
805
Fiduciary Family Office
Florida
$684K +$668K +9,117 New
KWM
806
Kingsview Wealth Management
Oregon
$682K -$105K -1,429 -14%
WB
807
WesBanco Bank
West Virginia
$680K
BEI
808
Benjamin Edwards Inc
Missouri
$679K -$478K -6,515 -42%
TF
809
Tompkins Financial
New York
$679K
WPC
810
Waters Parkerson & Co
Louisiana
$676K
DWM
811
Diversify Wealth Management
Utah
$676K +$44.4K +606 +7%
KCAM
812
Kagan Cocozza Asset Management
New Jersey
$675K -$10.3K -141 -2%
MG
813
Markel Group
Virginia
$675K +$660K +9,000 New
ECM
814
Everence Capital Management
Indiana
$675K
RMP
815
Richards, Merrill & Peterson
Washington
$675K -$22.1K -302 -3%
ECM
816
Evergreen Capital Management
Washington
$673K -$8.28K -113 -1%
GBT
817
Grove Bank & Trust
Florida
$663K -$184K -2,505 -22%
ACA
818
Atlas Capital Advisors
Wyoming
$663K -$49.5K -675 -7%
CFB
819
Cullen/Frost Bankers
Texas
$663K +$121K +1,654 +23%
SWM
820
Sendero Wealth Management
Texas
$657K +$386K +5,261 +150%
JPWM
821
Jamison Private Wealth Management
Georgia
$657K +$440 +6 +0.1%
SL
822
Summitry LLC
California
$654K -$4.67M -63,686 -88%
MIM
823
Marco Investment Management
Georgia
$653K
IPW
824
Impact Partnership Wealth
Georgia
$652K -$114K -1,559 -15%
SF
825
Summit Financial
New Jersey
$650K -$8.94K -122 -1%