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Name Holding Trade Value Shares
Change
Change in
Stake
JIP
776
Jaffetilchin Investment Partners
Florida
$281K -$435K -4,830 -60%
SVWA
777
Sound View Wealth Advisors
Georgia
$281K +$296K +3,282 New
GT
778
Greenleaf Trust
Michigan
$276K -$39.4K -437 -12%
MBA
779
McQueen Ball & Associates
Pennsylvania
$275K
GIM
780
Goelzer Investment Management
Indiana
$275K +$83.8K +931 +41%
SC
781
SouthState Corp
Florida
$272K
AQA
782
Alpha Quant Advisors
Texas
$272K +$287K +3,184 New
ACM
783
Aviance Capital Management
Florida
$270K +$284K +3,151 New
KTC
784
Kistler-Tiffany Companies
Pennsylvania
$269K +$90 +1 +0%
SFPIA
785
Stevens First Principles Investment Advisors
California
$268K -$56.3K -625 -17%
IIM
786
Ipswich Investment Management
Massachusetts
$268K +$282K +3,129 New
AMCA
787
Arthur M. Cohen & Associates
Illinois
$265K
MAA
788
Mraz Amerine & Associates
California
$264K
PGFC
789
Peapack-Gladstone Financial Corp
New Jersey
$263K +$13.6K +151 +5%
WAM
790
Wealthspire Advisors (Maryland)
Maryland
$261K -$6.3K -70 -2%
CAPTRUST Financial Advisors
791
CAPTRUST Financial Advisors
North Carolina
$261K +$46.1K +512 +20%
CCB
792
Cutter & Co Brokerage
Missouri
$260K +$274K +3,043 New
CQS
793
Credential Qtrade Securities
$260K +$11.4K +127 +4%
SWM
794
Segment Wealth Management
Texas
$259K
HB
795
Homrich & Berg
Georgia
$258K +$5.49K +61 +2%
VFA
796
Valeo Financial Advisors
Indiana
$257K -$60.1K -667 -18%
HNB
797
Huntington National Bank
Ohio
$257K -$28.1K -312 -9%
BCM
798
Becker Capital Management
Oregon
$257K
PC
799
Permanens Capital
New York
$257K +$270K +3,000 New
SCM
800
Stonebridge Capital Management
California
$255K -$4.5K -50 -2%