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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
551
Evercore Wealth Management
New York
$484K -$1.85K -12 -0.4%
FBFS
552
First Business Financial Services
Wisconsin
$481K +$24K +155 +5%
AO
553
Advisor OS
Illinois
$477K +$457K +2,954 New
SWP
554
Stratos Wealth Partners
Ohio
$474K +$22.7K +147 +5%
CC
555
Courier Capital
New York
$472K -$121K -783 -21%
AMIM
556
Aull & Monroe Investment Management
Alabama
$472K -$7.73K -50 -2%
QCG
557
Quadrant Capital Group
Ohio
$466K +$141K +915 +46%
RSWM
558
Robertson Stephens Wealth Management
California
$466K +$447K +2,891 New
BCM
559
Brookstone Capital Management
Illinois
$463K +$31.4K +203 +7%
MGP
560
Metis Global Partners
California
$462K +$442K +2,862 New
OWP
561
Obermeyer Wealth Partners
Colorado
$459K – – –
LFA
562
Landmark Financial Advisors
Kentucky
$459K +$18.7K +121 +4%
BFM
563
Boston Financial Management
Massachusetts
$459K +$50.7K +328 +13%
SIM
564
Sentry Investment Management
Wisconsin
$458K – – –
RP
565
Riverwater Partners
Wisconsin
$457K +$437K +2,830 New
MIC
566
Meridian Investment Counsel
California
$455K – – –
MC
567
Moors & Cabot
Massachusetts
$455K +$1.39K +9 +0.3%
SPIA
568
Steward Partners Investment Advisory
New York
$453K -$21.8K -141 -5%
PHK
569
Point72 Hong Kong
Hong Kong
$453K +$302K +1,952 +229%
WSC
570
Wellington Shields & Co
New York
$452K -$12.4K -80 -3%
WJWM
571
Williams Jones Wealth Management
New York
$451K – – –
AUB
572
Atlantic Union Bankshares
Virginia
$446K -$12.4K -80 -3%
PFGIA
573
Patriot Financial Group Insurance Agency
Massachusetts
$445K +$8.35K +54 +2%
PA
574
Parallel Advisors
California
$445K +$10.2K +66 +2%
CFG
575
Citizens Financial Group
Rhode Island
$444K -$413K -2,671 -49%
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