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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
451
New Capital Management
Texas
$753K
WT
452
Washington Trust
Rhode Island
$732K +$240K +2,810 +50%
TWA
453
TCI Wealth Advisors
Arizona
$727K -$512 -6 -0.1%
BWM
454
Bernicke Wealth Management
Wisconsin
$724K +$712K +8,332 New
FC
455
FORA Capital
Florida
$718K -$2.58M -30,156 -78%
CAW
456
Cornerstone Advisors (Washington)
Washington
$715K +$27.5K +322 +4%
CIS
457
Connors Investor Services
Pennsylvania
$713K
BDS
458
Banco de Sabadell
Florida
$708K -$495K -5,790 -42%
MNBTD
459
Moody National Bank Trust Division
Texas
$701K -$279K -3,271 -29%
UB
460
UMB Bank
Missouri
$700K -$9.91K -116 -1%
RCAG
461
Rehmann Capital Advisory Group
Michigan
$693K +$21.9K +257 +3%
SC
462
SouthState Corp
Florida
$686K -$609K -7,132 -47%
ORI
463
Oak Ridge Investments
Illinois
$684K -$30.6K -358 -4%
MC
464
Maverick Capital
Texas
$678K -$5.53M -64,774 -89%
FMWA
465
Forvis Mazars Wealth Advisors
Missouri
$678K +$20.8K +244 +3%
CIA
466
Capital Investment Advisors
Georgia
$677K +$97.4K +1,140 +17%
MC
467
Moors & Cabot
Massachusetts
$675K +$23.7K +278 +4%
SB
468
Simmons Bank
Arkansas
$674K -$8.11K -95 -1%
SA
469
Strategic Advisors
New York
$671K +$43K +504 +8%
VHAM
470
Van Hulzen Asset Management
California
$662K -$223K -2,613 -26%
SIP
471
Stoneridge Investment Partners
Pennsylvania
$662K +$650K +7,614 New
VFM
472
Viking Fund Management
North Dakota
$661K +$222K +2,600 +52%
Cerity Partners
473
Cerity Partners
New York
$659K -$10.8K -126 -2%
CFG
474
Citizens Financial Group
Rhode Island
$657K -$52.4K -613 -8%
PA
475
Profund Advisors
Maryland
$655K +$16.1K +188 +3%