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Name Holding Trade Value Shares
Change
Change in
Stake
VCA
651
Verdence Capital Advisors
Maryland
$5.42M +$259K +6,424 +5%
TCOV
652
Trust Company of Vermont
Vermont
$5.41M +$154K +3,823 +3%
CCS
653
Concentric Capital Strategies
Connecticut
$5.4M -$4.2M -104,186 -45%
SCA
654
Sage Capital Advisors
South Dakota
$5.4M +$66.1K +1,639 +1%
USCWA
655
U.S. Capital Wealth Advisors
Texas
$5.4M +$293K +7,275 +6%
TAM
656
Thematics Asset Management
France
$5.4M -$111K -2,748 -2%
IC
657
IEQ Capital
California
$5.38M +$671K +16,632 +15%
SP
658
Stablepoint Partners
Massachusetts
$5.37M +$532K +13,193 +11%
USAA
659
United Services Automobile Association
Texas
$5.33M -$18.4M -455,552 -78%
AG
660
AIA Group
Hong Kong
$5.32M +$5.12M +126,893 New
RB
661
Rodgers Brothers
Pennsylvania
$5.32M +$78.5K +1,946 +2%
BA
662
Baugh & Associates
Georgia
$5.32M -$28.7K -712 -0.6%
DAS
663
Dynamic Advisor Solutions
Arizona
$5.32M -$34.9K -866 -0.7%
CCFCSB
664
Cape Cod Five Cents Savings Bank
Massachusetts
$5.3M +$44.9K +1,114 +0.9%
GVAG
665
Great Valley Advisor Group
Delaware
$5.3M +$2.89M +71,623 +131%
TW
666
Trajan Wealth
Arizona
$5.29M +$5.09M +126,120 New
IAN
667
Integrated Advisors Network
Texas
$5.29M +$3.45M +85,444 +211%
VPI
668
Value Partners Investments
Manitoba, Canada
$5.28M -$4.24K -105 -0.1%
SWA
669
SFMG Wealth Advisors
Texas
$5.27M +$21.7K +537 +0.4%
RIA
670
RPG Investment Advisory
California
$5.26M +$75.9K +1,882 +2%
SSB
671
Sandy Spring Bank
Maryland
$5.24M -$212K -5,251 -4%
JCM
672
Jacobi Capital Management
Pennsylvania
$5.24M +$81.5K +2,021 +2%
PAG
673
Private Advisory Group
Washington
$5.22M +$3.25M +80,694 +184%
ERIC
674
Eagle Rock Investment Company
Georgia
$5.21M +$1.36M +33,753 +37%
CAM
675
Carret Asset Management
New York
$5.19M -$112K -2,772 -2%