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Name Holding Trade Value Shares
Change
Change in
Stake
STA
1401
Summit Trail Advisors
New York
$669K +$223K +1,311 +52%
SRC
1402
Sage Rhino Capital
California
$669K -$3.58K -21 -0.5%
CAM
1403
Cidel Asset Management
Ontario, Canada
$667K -$51.8K -304 -7%
BFG
1404
Berger Financial Group
Minnesota
$666K +$63.2K +371 +11%
SC
1405
Seldon Capital
California
$664K – – –
RBC
1406
Romano Brothers & Co
Illinois
$664K -$22.2K -130 -3%
MPCG
1407
Matrix Private Capital Group
New York
$661K -$37.3K -219 -5%
WA
1408
Wealth Architects
California
$661K -$128K -751 -16%
CCG
1409
Capital CS Group
California
$658K +$645K +3,788 New
GLA
1410
Good Life Advisors
Pennsylvania
$658K +$131K +766 +25%
CTC
1411
Cetera Trust Company
Minnesota
$656K -$17K -100 -3%
SMC
1412
Smith, Moore & Co
Missouri
$655K -$40.6K -238 -6%
CCIA
1413
Campbell & Co Investment Adviser
Maryland
$654K +$642K +3,767 New
EDRIA
1414
Edmonds Duncan Registered Investment Advisors
Kansas
$652K +$9.03K +53 +1%
FCH
1415
Freestone Capital Holdings
Washington
$650K -$90.8K -533 -12%
GCA
1416
Gradient Capital Advisors
California
$646K +$24.2K +142 +4%
CMTU
1417
Capital Markets Trading (UK)
United Kingdom
$641K -$222K -1,304 -26%
BWP
1418
Barlow Wealth Partners
Kentucky
$638K +$128K +750 +28%
ESB
1419
Essex Savings Bank
Connecticut
$638K -$3.75K -22 -0.6%
SYBT
1420
Stock Yards Bank & Trust
Kentucky
$637K +$82K +481 +15%
UCMOK
1421
United Capital Management of KS
Kansas
$636K +$23.3K +137 +4%
MA
1422
MJP Associates
Connecticut
$635K +$45.7K +268 +8%
MA
1423
MONECO Advisors
Connecticut
$634K +$50.8K +298 +9%
CCAM
1424
Cascades Capital Asset Management
North Carolina
$633K +$621K +3,647 New
KWAG
1425
Kiely Wealth Advisory Group
North Carolina
$631K – – –