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Name Holding Trade Value Shares
Change
Change in
Stake
CTA
376
Chesley Taft & Associates
Illinois
$286K – – –
EIP
377
Ellis Investment Partners
Pennsylvania
$284K +$16.8K +476 +6%
RWM
378
Reston Wealth Management
Virginia
$279K -$86.3K -2,441 -23%
FTWA
379
Fifth Third Wealth Advisors
Ohio
$269K +$1.66K +47 +0.6%
SAM
380
Sagewood Asset Management
New York
$266K +$272K +7,707 New
IA
381
IFP Advisors
Florida
$263K -$108K -3,062 -29%
GM
382
GeoWealth Management
Illinois
$262K +$70.2K +1,986 +36%
Rockefeller Capital Management
383
Rockefeller Capital Management
New York
$260K +$3.78K +107 +1%
HA
384
Hamel Associates
New Jersey
$259K +$265K +7,500 New
BAM
385
Belpointe Asset Management
Nevada
$259K -$1.66K -47 -0.6%
HSA
386
HBK Sorce Advisory
Pennsylvania
$254K +$1.31K +37 +0.5%
KF
387
Krilogy Financial
Missouri
$253K +$259K +7,334 New
CAG
388
Crestwood Advisors Group
Massachusetts
$252K +$258K +7,307 New
S
389
SignatureFD
Georgia
$252K +$15.2K +431 +6%
CC
390
Centiva Capital
New York
$251K -$417K -11,784 -62%
SCM
391
Shelton Capital Management
Colorado
$249K – – –
ECM
392
Evergreen Capital Management
Washington
$248K -$10.6K -299 -4%
IFU
393
iSAM Funds (UK)
United Kingdom
$245K +$251K +7,100 New
BHC
394
Bull Harbor Capital
Maryland
$243K +$248K +7,023 New
CFG
395
Citizens Financial Group
Rhode Island
$242K +$245K +6,939 New
RDWM
396
Red Door Wealth Management
Tennessee
$241K – – –
HTC
397
Haverford Trust Company
Pennsylvania
$240K -$2.12K -60 -0.9%
PCG
398
Prosperity Consulting Group
Maryland
$240K +$245K +6,944 New
NAM
399
NorthCrest Asset Manangement
Minnesota
$240K +$235K +6,642 New
CG
400
CFO4Life Group
Texas
$237K -$6.54K -185 -3%