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Name Holding Trade Value Shares
Change
Change in
Stake
AT
576
American Trust
Kentucky
$782K -$197K -606 -21%
FFP
577
FourThought Financial Partners
Florida
$779K -$63.7K -196 -8%
PP
578
Paloma Partners
Connecticut
$779K +$733K +2,256 New
UMB Bank
579
UMB Bank
Missouri
$777K -$30.5K -94 -4%
Steward Partners Investment Advisory
580
Steward Partners Investment Advisory
New York
$777K – – –
ZB
581
Zions Bancorporation
Utah
$775K +$39.6K +122 +6%
WFC
582
Western Financial Corp
California
$772K – – –
JIC
583
Joel Isaacson & Co
New York
$766K – – –
SIA
584
SkyView Investment Advisors
New Jersey
$759K +$26.3K +81 +4%
HIC
585
Hartline Investment Corp
Illinois
$752K +$708K +2,179 New
TPA
586
Trivium Point Advisory
Connecticut
$750K -$4.87K -15 -0.7%
KFP
587
KB Financial Partners
New Jersey
$746K +$16.2K +50 +2%
SWM
588
Sendero Wealth Management
Texas
$741K -$699K -2,152 -50%
Summit Trail Advisors
589
Summit Trail Advisors
New York
$739K +$53.6K +165 +8%
Dynamic Advisor Solutions
590
Dynamic Advisor Solutions
Arizona
$731K -$52K -160 -7%
TA
591
Townsend & Associates
Colorado
$720K +$157K +483 +30%
BS
592
Bessemer Securities
New York
$716K -$763K -2,350 -53%
RI
593
Ridgewood Investments
New Jersey
$705K – – –
Valeo Financial Advisors
594
Valeo Financial Advisors
Indiana
$704K -$82.2K -253 -11%
BRC
595
Bishop Rock Capital
New York
$697K -$704K -2,167 -52%
AIM
596
Aigen Investment Management
New York
$697K +$655K +2,018 New
Focus Partners Advisor Solutions
597
Focus Partners Advisor Solutions
Missouri
$692K -$24.4K -75 -4%
VCM
598
Vigilant Capital Management
Maine
$692K – – –
TIM
599
Thompson Investment Management
Wisconsin
$690K – – –
Modera Wealth Management
600
Modera Wealth Management
New Jersey
$685K +$645K +1,985 New