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Name Holding Trade Value Shares
Change
Change in
Stake
AP
326
Advisor Partners
California
$263K +$1.35K +35 +0.5%
FMWA
327
Forvis Mazars Wealth Advisors
Missouri
$262K -$17.2K -445 -7%
SI
328
Stephens Inc
Arkansas
$262K +$247K +6,394 New
CBT
329
Capital Bank & Trust
California
$258K – – –
GC
330
Gratus Capital
Georgia
$258K – – –
P
331
&Partners
Tennessee
$258K – – –
Mercer Global Advisors
332
Mercer Global Advisors
Colorado
$254K -$17.4K -450 -7%
SFS
333
Sowell Financial Services
Arkansas
$254K +$195K +5,055 +837%
PP
334
Paloma Partners
Connecticut
$250K -$124K -3,201 -34%
BWCS
335
Beirne Wealth Consulting Services
Connecticut
$248K – – –
BAM
336
Berkshire Asset Management
Pennsylvania
$248K – – –
FIM
337
Freedom Investment Management
Connecticut
$247K -$36.6K -946 -14%
BFO
338
Boston Family Office
Massachusetts
$246K – – –
HW
339
Hancock Whitney
Mississippi
$245K – – –
MME
340
Meag Munich Ergo
Germany
$245K +$231K +5,977 New
CG
341
Colony Group
Massachusetts
$244K -$17.9K -462 -7%
PMAM
342
Penn Mutual Asset Management
Pennsylvania
$243K -$16.6K -430 -7%
KCM
343
Kendall Capital Management
Maryland
$240K – – –
HWAM
344
Hennion & Walsh Asset Management
New Jersey
$238K +$224K +5,800 New
Squarepoint
345
Squarepoint
New York
$237K +$223K +5,767 New
BEAM
346
Baker Ellis Asset Management
Washington
$236K +$222K +5,750 New
FB
347
Fulton Bank
Pennsylvania
$235K -$48.9K -1,265 -18%
RJT
348
Raymond James Trust
Florida
$235K +$221K +5,712 New
MCM
349
Murphy Capital Management
New Jersey
$234K – – –
IWAG
350
Integer Wealth Advisors Group
Georgia
$233K +$215K +5,571 New