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Name Holding Trade Value Shares
Change
Change in
Stake
PA
526
Parallel Advisors
California
$298K -$23.5K -119 -8%
PTC
527
Petrus Trust Company
Texas
$296K +$272K +1,377 New
VAS
528
Vestmark Advisory Solutions
Massachusetts
$295K +$9.1K +46 +3%
CIBC Private Wealth Group
529
CIBC Private Wealth Group
Georgia
$294K +$270K +1,367 New
FFN
530
Focus Financial Network
Minnesota
$293K – – –
EAM
531
Evanson Asset Management
California
$293K -$7.91K -40 -3%
VWM
532
Venturi Wealth Management
Texas
$293K +$270K +1,363 New
CAM
533
Cozad Asset Management
Illinois
$290K -$127K -642 -32%
CGH
534
Crossmark Global Holdings
Texas
$288K – – –
RC
535
Roundview Capital
New Jersey
$284K -$92.8K -469 -26%
VWM
536
Vigilare Wealth Management
Arizona
$284K – – –
ICP
537
Ironvine Capital Partners
Nebraska
$283K +$260K +1,315 New
CWM
538
Circle Wealth Management
New Jersey
$281K +$259K +1,307 New
1WA
539
180 Wealth Advisors
Washington
$279K +$14.8K +75 +6%
GAM
540
Gemmer Asset Management
California
$275K -$28.1K -142 -10%
ZB
541
Zions Bancorporation
Utah
$275K -$989 -5 -0.4%
GWMIA
542
Global Wealth Management Investment Advisory
Florida
$273K +$11.5K +58 +5%
Bank Julius Baer & Co
543
Bank Julius Baer & Co
Switzerland
$272K +$7.91K +40 +3%
BWA
544
BDO Wealth Advisors
Florida
$272K +$14.6K +74 +6%
MFG
545
Merit Financial Group
Georgia
$271K -$176K -892 -41%
PFA
546
Paradigm Financial Advisors
Missouri
$265K -$74.8K -378 -23%
SSWM
547
Sheets Smith Wealth Management
North Carolina
$265K +$244K +1,234 New
NFC
548
Northeast Financial Consultants
Connecticut
$263K – – –
QP
549
Quilter Plc
United Kingdom
$261K -$17K -86 -7%
GDP
550
Great Diamond Partners
Maine
$259K +$1.39K +7 +0.6%