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Name Holding Trade Value Shares
Change
Change in
Stake
WG
351
Wealth Group
North Carolina
$274K +$40.1K +228 +19%
FT
352
Fiduciary Trust
Massachusetts
$273K +$35.2K +200 +17%
AHL
353
Abel Hall LLC
Louisiana
$273K +$22.9K +130 +10%
HC
354
Hourglass Capital
Texas
$272K
CTC
355
Central Trust Company
Missouri
$271K -$32.9K -187 -12%
BCM
356
Bayesian Capital Management
New York
$267K -$52.8K -300 -18%
KP
357
Keel Point
Alabama
$266K +$1.94K +11 +0.8%
AP
358
Adero Partners
California
$266K +$241K +1,368 New
RMF
359
Red Mountain Financial
Colorado
$265K
BHPW
360
Beverly Hills Private Wealth
California
$265K -$1.94K -11 -0.8%
AMM
361
American Money Management
California
$265K
SMWM
362
Silvia McColl Wealth Management
California
$260K
Brown Advisory
363
Brown Advisory
Maryland
$257K +$232K +1,320 New
LFA
364
Laraway Financial Advisors
Minnesota
$253K
OIA
365
OneDigital Investment Advisors
Kansas
$252K -$197K -1,121 -46%
FLPIM
366
F.L. Putnam Investment Management
Massachusetts
$251K +$24.1K +137 +12%
WIA
367
World Investment Advisors
California
$251K +$227K +1,289 New
BL
368
Balentine LLC
Georgia
$249K -$34.1K -194 -13%
Kovitz Investment Group Partners
369
Kovitz Investment Group Partners
Illinois
$248K +$224K +1,275 New
KWA
370
Kingswood Wealth Advisors
California
$248K +$224K +1,273 New
NB
371
NBT Bank
New York
$246K
CFA
372
Cahill Financial Advisors
Minnesota
$245K
MWM
373
Meridian Wealth Management
Kentucky
$244K +$221K +1,254 New
KCM
374
Kathmere Capital Management
Pennsylvania
$243K -$13.4K -76 -6%
CP
375
Canopy Partners
Ohio
$243K +$5.1K +29 +2%