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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
751
Carroll Financial Associates
North Carolina
$794K +$228K +2,400 +49%
BBHC
752
Brown Brothers Harriman & Co
New York
$792K +$65.4K +690 +10%
SAM
753
Seelaus Asset Management
New Jersey
$791K -$4.74K -50 -0.7%
PG
754
Prostatis Group
Maryland
$788K +$172K +1,812 +33%
PNC
755
Park National Corp
Ohio
$775K -$23.3K -246 -3%
AIM
756
Allen Investment Management
New York
$774K
AC
757
Avestar Capital
New York
$771K +$43.3K +456 +7%
BCM
758
BTC Capital Management
Iowa
$767K +$166K +1,748 +33%
IWA
759
Intercontinental Wealth Advisors
Texas
$760K +$91.1K +961 +16%
SGI
760
Summit Global Investments
Utah
$749K -$586K -6,176 -47%
RWB
761
RMR Wealth Builders
New Jersey
$741K -$123K -1,295 -16%
VC
762
Veracity Capital
Georgia
$735K +$68.5K +722 +12%
BWP
763
Baldwin Wealth Partners
Massachusetts
$727K +$166K +1,747 +35%
LC
764
Lavaca Capital
Texas
$726K +$85.4K +900 +16%
Fayez Sarofim & Co
765
Fayez Sarofim & Co
Texas
$717K +$239K +2,520 +62%
OWA
766
One Wealth Advisors
California
$715K +$15.3K +161 +3%
Chevy Chase Trust
767
Chevy Chase Trust
Maryland
$711K +$214K +2,254 +53%
HA
768
HYA Advisors
Missouri
$695K +$1.99K +21 +0.3%
LC
769
Lindbrook Capital
California
$695K +$5.88K +62 +1%
MCIA
770
Mountain Capital Investment Advisors
Colorado
$695K +$31.3K +330 +6%
FNBT
771
FineMark National Bank & Trust
Florida
$687K +$597K +6,298 New
PWA
772
Phoenix Wealth Advisors
North Carolina
$680K +$592K +6,238 New
IC
773
Inverness Counsel
New York
$679K +$591K +6,228 New
PP
774
PDS Planning
Ohio
$677K +$13.5K +142 +2%
EWA
775
Exencial Wealth Advisors
Oklahoma
$673K +$163K +1,716 +38%