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Name Holding Trade Value Shares
Change
Change in
Stake
FRA
1451
Frank Rimerman Advisors
California
$397K – – –
SGCA
1452
Steel Grove Capital Advisors
Tennessee
$397K +$375K +2,005 New
VSWA
1453
Vontobel Swiss Wealth Advisors
Switzerland
$396K -$96.8K -517 -21%
HFA
1454
High Falls Advisors
New York
$396K – – –
SA
1455
SRH Advisors
Kansas
$396K – – –
Rathbones Group
1456
Rathbones Group
United Kingdom
$395K +$373K +1,995 New
FMT
1457
First Mercantile Trust
Tennessee
$389K -$34.6K -185 -9%
GPA
1458
Garrison Point Advisors
California
$389K – – –
VCP
1459
Vista Capital Partners
Oregon
$387K – – –
RFN
1460
RDA Financial Network
Iowa
$385K -$44.4K -237 -11%
OPOWM
1461
One Plus One Wealth Management
Florida
$385K +$364K +1,946 New
CCG
1462
Ceeto Capital Group
Florida
$384K – – –
GL
1463
Graypoint LLC
New York
$384K +$3.93K +21 +1%
RCM
1464
RB Capital Management
Nevada
$384K +$5.05K +27 +1%
BMCM
1465
Burns Matteson Capital Management
New York
$383K +$99K +529 +38%
AIM
1466
Axiom Investment Management
New York
$383K +$360K +1,925 New
GAG
1467
GM Advisory Group
New York
$380K – – –
CCB
1468
Cutter & Co Brokerage
Missouri
$379K -$18.7K -100 -5%
GAMC
1469
Garner Asset Management Corp
Texas
$379K – – –
Plancorp LLC
1470
Plancorp LLC
Missouri
$379K +$3K +16 +0.8%
FBT
1471
First Bank & Trust
South Dakota
$378K +$3.37K +18 +1%
BIM
1472
Baldwin Investment Management
Pennsylvania
$376K – – –
PMFA
1473
Plante Moran Financial Advisors
Michigan
$376K +$15.7K +84 +5%
Salem Investment Counselors
1474
Salem Investment Counselors
North Carolina
$375K -$13.5K -72 -4%
Arkadios Wealth Advisors
1475
Arkadios Wealth Advisors
Georgia
$373K +$17.2K +92 +5%