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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
851
OneAscent Financial Services
Alabama
$394K +$396K +5,571 New
BAS
852
Brown Advisory Securities
Maryland
$390K +$21.9K +308 +6%
SWRP
853
Summit Wealth & Retirement Planning
California
$388K
BOH
854
Bank of Hawaii
Hawaii
$386K +$126K +1,770 +48%
SSWM
855
Smith Salley Wealth Management
North Carolina
$382K -$7.12K -100 -2%
SC
856
Savant Capital
Illinois
$379K -$75.9K -1,067 -17%
WC
857
Weil Company
California
$378K +$380K +5,339 New
RG
858
Rikoon Group
New Mexico
$377K +$71 +1 +0%
AWA
859
Arete Wealth Advisors
Illinois
$376K +$427 +6 +0.1%
MPI
860
Mairs & Power Inc
Minnesota
$373K
MMA
861
Miracle Mile Advisors
California
$371K
KPW
862
Kore Private Wealth
New York
$370K +$38.8K +545 +12%
NQWM
863
Northwest Quadrant Wealth Management
Oregon
$369K +$1.14K +16 +0.3%
EIP
864
Ellis Investment Partners
Pennsylvania
$368K -$39.3K -552 -10%
SAM
865
Selway Asset Management
$368K
RC
866
RegentAtlantic Capital
New Jersey
$366K -$21.1K -296 -5%
BFG
867
Beacon Financial Group
Texas
$366K
WPW
868
Waldron Private Wealth
Pennsylvania
$365K -$43.8K -616 -11%
RAM
869
Redmond Asset Management
Virginia
$364K
FFBTD
870
First Financial Bank - Trust Division
Ohio
$359K -$19.3K -271 -5%
BAM
871
Brave Asset Management
New Jersey
$356K
GC
872
Grimes & Company
Massachusetts
$354K
IA
873
Icon Advisers
Colorado
$354K +$121K +1,700 +52%
WA
874
WealthTrust Axiom
Pennsylvania
$353K
MHIC
875
Marble Harbor Investment Counsel
Massachusetts
$351K -$42.7K -600 -11%