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Name Holding Trade Value Shares
Change
Change in
Stake
Brown Brothers Harriman & Co
501
Brown Brothers Harriman & Co
New York
$78.1K -$15.8K -305 -16%
MMG
502
Monetary Management Group
Missouri
$76.6K – – –
PFBT
503
Parkside Financial Bank & Trust
Missouri
$76.1K – – –
BFPW
504
BOK Financial Private Wealth
Colorado
$73.8K -$25.9K -500 -25%
Daiwa Securities Group
505
Daiwa Securities Group
Japan
$73.2K – – –
WB
506
Webster Bank
Connecticut
$70.7K – – –
GCP
507
Gill Capital Partners
Colorado
$70.2K +$74.6K +1,440 New
Mather Group
508
Mather Group
Illinois
$69.9K +$74.2K +1,433 New
Bessemer Group
509
Bessemer Group
New Jersey
$69K -$6.42K -124 -8%
CWM
510
Cranbrook Wealth Management
Michigan
$66.2K +$155 +3 +0.2%
IBOK
511
Independence Bank of Kentucky
Kentucky
$63.9K -$149K -2,879 -69%
PWPS
512
Pinnacle Wealth Planning Services
Ohio
$63.7K – – –
SA
513
Scarborough Advisors
Maryland
$63.3K -$2.28K -44 -3%
Arax Advisory Partners
514
Arax Advisory Partners
Colorado
$61.4K +$12.4K +239 +23%
Kayne Anderson Rudnick Investment Management
515
Kayne Anderson Rudnick Investment Management
California
$58.8K +$362 +7 +0.6%
GAA
516
Global Assets Advisory
Florida
$58.5K +$62.1K +1,200 New
WPA
517
Wealth Preservation Advisors
Tennessee
$53.7K -$20.7K -400 -27%
AGA
518
Arkos Global Advisors
Texas
$53K +$55.9K +1,080 New
CAL
519
Capital Advisors Ltd
Ohio
$51K +$8.49K +164 +19%
PMFA
520
Plante Moran Financial Advisors
Michigan
$48.8K -$295K -5,694 -85%
AF
521
Abound Financial
California
$48.8K – – –
Atlantic Union Bankshares
522
Atlantic Union Bankshares
Virginia
$48.8K – – –
CAM
523
Costello Asset Management
Pennsylvania
$48.8K – – –
AA
524
Addison Advisors
Vermont
$45.9K -$1.14K -22 -2%
BC
525
Bayforest Capital
United Kingdom
$42.5K -$205K -3,961 -82%