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Name Holding Trade Value Shares
Change
Change in
Stake
ST
1051
Sentinel Trust
Texas
$2.01M -$1.81M -77,916 -46%
JWM
1052
JGP Wealth Management
Oregon
$2M -$1.07M -45,815 -33%
Kovitz Investment Group Partners
1053
Kovitz Investment Group Partners
Illinois
$2M +$1.97M +84,767 +1,043%
SIA
1054
SeaBridge Investment Advisors
New Jersey
$2M -$96.5K -4,147 -4%
CFA
1055
Carroll Financial Associates
North Carolina
$2M -$207K -8,897 -9%
CIAS
1056
Capital Investment Advisory Services
North Carolina
$2M -$40.8K -1,752 -2%
MBA
1057
McQueen Ball & Associates
Pennsylvania
$1.99M -$35.9K -1,544 -2%
BO
1058
BRR OpCo
Ohio
$1.99M +$20.4K +875 +1%
AA
1059
AQR Arbitrage
Connecticut
$1.99M
PL
1060
Perpetual Ltd
Australia
$1.99M
PWLP
1061
Prio Wealth Limited Partnership
Massachusetts
$1.98M -$119K -5,110 -5%
BPA
1062
Beacon Pointe Advisors
California
$1.98M +$2.15M +92,177 New
PWW
1063
Pettyjohn Wood & White
Virginia
$1.98M +$201K +8,643 +10%
FI
1064
FormulaFolio Investments
Michigan
$1.98M
SC
1065
Searle & Co
Connecticut
$1.98M -$277K -11,916 -12%
UAS
1066
United Asset Strategies
New York
$1.97M +$443K +19,029 +26%
AFG
1067
Albion Financial Group
Utah
$1.97M -$998K -42,865 -32%
DAS
1068
Dynamic Advisor Solutions
Arizona
$1.97M -$1.74M -74,597 -47%
TPA
1069
Trivium Point Advisory
Connecticut
$1.97M +$2.13M +91,369 New
DWM
1070
Darwin Wealth Management
Florida
$1.97M +$169K +7,277 +9%
PCTC
1071
Perkins Coie Trust Company
Washington
$1.97M +$7.92K +340 +0.4%
CRIG
1072
Charter Research & Investment Group
Connecticut
$1.96M -$389K -16,730 -16%
Vanguard Capital Wealth Advisors
1073
Vanguard Capital Wealth Advisors
Colorado
$1.96M -$268K -11,524 -11%
SC
1074
Savant Capital
Illinois
$1.96M -$137K -5,905 -6%
VIG
1075
Vienna Insurance Group
Poland
$1.96M +$1.31M +56,311 +163%