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Name Holding Trade Value Shares
Change
Change in
Stake
TIM
601
Thompson Investment Management
Wisconsin
$539K
LF
602
Lantz Financial
Illinois
$537K +$371K +1,289 +184%
FHB
603
First Hawaiian Bank
Hawaii
$535K -$7.47K -26 -1%
PFM
604
Parsec Financial Management
North Carolina
$535K
PWPS
605
Pinnacle Wealth Planning Services
Ohio
$529K +$48.6K +169 +9%
PMFA
606
Plante Moran Financial Advisors
Michigan
$526K +$4.6K +16 +0.8%
CFGS
607
Concourse Financial Group Securities
Alabama
$525K -$53.8K -187 -9%
FBFS
608
First Business Financial Services
Wisconsin
$518K
CIA
609
Capital Investment Advisors
Georgia
$515K
LAM
610
Lountzis Asset Management
Pennsylvania
$512K
RW
611
Rede Wealth
Virginia
$512K
ICG
612
InterOcean Capital Group
Tennessee
$512K +$546K +1,898 New
TWC
613
TD Waterhouse Canada
Ontario, Canada
$509K +$25K +87 +5%
FANJ
614
Financial Architects (New Jersey)
New Jersey
$505K +$72.7K +253 +16%
PP
615
Paloma Partners
Connecticut
$503K -$146K -507 -21%
STA
616
Summit Trail Advisors
New York
$501K +$51.7K +180 +11%
SFA
617
Sequoia Financial Advisors
Ohio
$500K +$63.2K +220 +13%
WP
618
WMS Partners
Maryland
$494K +$207K +720 +65%
Citadel Advisors
619
Citadel Advisors
Florida
$488K -$8.8M -30,629 -94%
WW
620
Waterfront Wealth
Kansas
$484K +$235K +817 +84%
HI
621
Horizon Investments
North Carolina
$478K -$40.2K -140 -7%
QI
622
Qtron Investments
Massachusetts
$477K +$196K +683 +63%
WFC
623
Western Financial Corp
California
$472K +$503K +1,749 New
WS
624
Wedbush Securities
California
$469K +$1.73K +6 +0.3%
S
625
SimplyRich
California
$461K