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Name Holding Trade Value Shares
Change
Change in
Stake
RZH
651
Relyea Zuckerberg Hanson
Connecticut
$590K -$3.68K -25 -0.6%
RIA
652
Richwood Investment Advisors
Ohio
$587K +$22.1K +150 +4%
KCM
653
Kanawha Capital Management
Virginia
$587K -$2.21K -15 -0.4%
MSCM
654
McElhenny Sheffield Capital Management
Texas
$584K +$7.66K +52 +1%
WPC
655
Wedmont Private Capital
Pennsylvania
$584K +$36.8K +250 +7%
MHC
656
Meyer Handelman Company
New York
$582K -$52.3K -355 -8%
PWG
657
Portside Wealth Group
Utah
$582K +$84.5K +574 +18%
AA
658
Argent Advisors
Louisiana
$580K +$5.59K +38 +1%
BB
659
Busey Bank
Illinois
$578K -$1.91K -13 -0.3%
S
660
Sachetta
Massachusetts
$574K
AFG
661
Atomi Financial Group
New York
$572K +$62K +421 +13%
FFA
662
Farther Finance Advisors
California
$570K +$77.2K +524 +16%
CCA
663
Checchi Capital Advisers
California
$568K -$33.4K -227 -6%
RB
664
Rodgers Brothers
Pennsylvania
$567K
IWM
665
IHT Wealth Management
Illinois
$564K +$20.8K +141 +4%
EPIM
666
Evelyn Partners Investment Management
$563K
SFG
667
Sather Financial Group
Texas
$562K
SCTC
668
Sanibel Captiva Trust Company
Florida
$562K -$2.65K -18 -0.5%
TCA
669
Transcend Capital Advisors
New Jersey
$562K -$29.6K -201 -5%
RG
670
Rathbones Group
United Kingdom
$562K
DWP
671
Daymark Wealth Partners
Ohio
$560K -$16.9K -115 -3%
NFA
672
Northern Financial Advisors
Michigan
$558K -$13K -88 -2%
TCOT
673
Trust Company of Toledo
Ohio
$558K
RWM
674
Ritholtz Wealth Management
New York
$556K +$125K +846 +30%
WIA
675
World Investment Advisors
California
$556K +$18.3K +124 +4%