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Name Holding Trade Value Shares
Change
Change in
Stake
FM
601
Foster & Motley
Ohio
$3.16M +$486K +25,436 +18%
FA
602
FDx Advisors
Illinois
$3.15M
AA
603
Aire Advisors
California
$3.15M -$18.8K -986 -0.6%
FB
604
Fulton Bank
Pennsylvania
$3.11M +$35.3K +1,848 +1%
GT
605
Greenleaf Trust
Michigan
$3.11M +$236K +12,364 +8%
LNWWM
606
Laird Norton Wetherby Wealth Management
California
$3.11M +$312K +16,317 +11%
GFS
607
GYL Financial Synergies
Connecticut
$3.1M +$2.77M +144,711 +879%
FCBT
608
First Citizens Bank & Trust
North Carolina
$3.1M +$614K +32,141 +25%
LSA
609
Leonteq Securities AG
Switzerland
$3.1M +$136K +7,109 +5%
FLPIM
610
F.L. Putnam Investment Management
Massachusetts
$3.1M -$38.1K -1,992 -1%
SSWM
611
Smith Salley Wealth Management
North Carolina
$3.1M +$606K +31,701 +25%
CWM
612
Concentric Wealth Management
California
$3.09M -$12.3K -643 -0.4%
OIA
613
OneDigital Investment Advisors
Kansas
$3.08M +$89.6K +4,690 +3%
WAOTB
614
Wealth Advisors of Tampa Bay
Florida
$3.08M +$308K +16,101 +11%
IWM
615
IHT Wealth Management
Illinois
$3.08M +$85.5K +4,476 +3%
USAA
616
United Services Automobile Association
Texas
$3.08M -$1.94M -101,753 -39%
MFA
617
Mayflower Financial Advisors
Massachusetts
$3.07M +$487K +25,469 +19%
S
618
SignatureFD
Georgia
$3.07M +$321K +16,804 +12%
KCM
619
Kanawha Capital Management
Virginia
$3.06M +$102K +5,316 +3%
WorldQuant Millennium Advisors
620
WorldQuant Millennium Advisors
New York
$3.05M +$3.03M +158,631 New
CTI
621
Community Trust & Investment
Kentucky
$3.04M -$209K -10,922 -6%
SW
622
SVB Wealth
Massachusetts
$3.04M -$267K -13,973 -8%
TRCT
623
Tower Research Capital (TRC)
New York
$3.04M +$473K +24,766 +19%
BL
624
Balentine LLC
Georgia
$3.03M -$216K -11,321 -7%
VDBMI
625
Van Den Berg Management I
Texas
$3.03M -$53.6K -2,807 -2%