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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
476
Mission Wealth Management
California
$284K -$159K -886 -44%
Brown Advisory
477
Brown Advisory
Maryland
$283K +$201K +1,115 New
AFG
478
Albion Financial Group
Utah
$279K +$198K +1,100 New
QC
479
QCM Cayman
Texas
$279K +$198K +1,100 New
Schroder Investment Management Group
480
Schroder Investment Management Group
United Kingdom
$278K +$197K +1,097 New
FCH
481
Freestone Capital Holdings
Washington
$278K +$198K +1,098 New
KWM
482
Keebeck Wealth Management
Illinois
$278K +$198K +1,100 New
PJB
483
Paul John Balson
California
$277K +$196K +1,091 New
IFS
484
Ifrah Financial Services
Arkansas
$276K +$196K +1,090 New
NFC
485
Northeast Financial Consultants
Connecticut
$271K +$192K +1,067 New
W
486
WealthStone
Ohio
$270K +$191K +1,063 New
WA
487
Wealth Architects
California
$267K +$190K +1,055 New
CCP
488
Cardan Capital Partners
Colorado
$266K +$189K +1,050 New
PA
489
PFG Advisors
Arizona
$262K +$171K +951 New
CCM
490
Coldstream Capital Management
Washington
$262K +$186K +1,032 New
SEIA
491
Signature Estate & Investment Advisors
California
$262K +$186K +1,034 New
PWLP
492
Prio Wealth Limited Partnership
Massachusetts
$261K +$185K +1,030 New
Fifth Third Bancorp
493
Fifth Third Bancorp
Ohio
$258K +$78.1K +434 +74%
ISL
494
Ingalls & Snyder LLC
New York
$258K +$183K +1,017 New
MA
495
MANA Advisors
New York
$258K +$183K +1,019 New
FNBT
496
FineMark National Bank & Trust
Florida
$257K +$182K +1,014 New
HFAS
497
Hummer Financial Advisory Services
Illinois
$256K +$182K +1,010 New
Primecap Management
498
Primecap Management
California
$254K -$3.54M -19,700 -95%
HCM
499
HGI Capital Management
New York
$254K -$90K -500 -33%
FM
500
Family Management
New York
$253K +$179K +996 New