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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
601
Bragg Financial Advisors
North Carolina
$759K
PL
602
Plancorp LLC
Missouri
$755K +$3.11K +21 +0.4%
PCIA
603
Prime Capital Investment Advisors
Kansas
$752K +$17.5K +118 +2%
WT
604
Washington Trust
Rhode Island
$751K -$148 -1 -0%
MWM
605
Modera Wealth Management
New Jersey
$749K +$148 +1 +0%
CFB
606
Cullen/Frost Bankers
Texas
$746K +$20K +135 +3%
MA
607
Montag & Associates
Georgia
$739K -$3.41K -23 -0.5%
SPC
608
Sigma Planning Corp
Michigan
$729K +$3.11K +21 +0.4%
BHWM
609
Bar Harbor Wealth Management
New Hampshire
$726K -$9.48K -64 -1%
ACA
610
Aptus Capital Advisors
Alabama
$726K -$89.9K -607 -11%
MIF
611
Mediolanum International Funds
Ireland
$726K +$706K +4,768 New
CIC
612
Chilton Investment Company
Connecticut
$720K -$6.07K -41 -0.9%
FFA
613
Farther Finance Advisors
California
$713K +$143K +966 +26%
AWM
614
Axxcess Wealth Management
California
$709K +$741 +5 +0.1%
LAM
615
Lountzis Asset Management
Pennsylvania
$705K
CT
616
Caldwell Trust
Florida
$704K
WIA
617
World Investment Advisors
California
$700K +$144K +974 +27%
EI
618
Ethic Inc
New York
$698K +$68.4K +462 +11%
CS
619
Cannell & Spears
New York
$695K -$148 -1 -0%
MGIA
620
Moneta Group Investment Advisors
Missouri
$694K -$2.81K -19 -0.4%
NB
621
Nicolet Bankshares
Wisconsin
$694K +$217K +1,467 +47%
CH
622
CDKV Holdings
Colorado
$691K +$14.4K +97 New
FTC
623
Farmers Trust Company
Ohio
$682K
I
624
InceptionR
California
$676K +$662K +4,470 New
Grantham, Mayo, Van Otterloo & Co (GMO)
625
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$670K