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Name Holding Trade Value Shares
Change
Change in
Stake
SS
526
Simplicity Solutions
Minnesota
$490K +$496K +2,972 New
GT
527
Greenleaf Trust
Michigan
$488K +$27.2K +163 +6%
SF
528
Synovus Financial
Georgia
$488K +$80.6K +483 +20%
FPCP
529
Fort Point Capital Partners
California
$487K -$334 -2 -0.1%
OFS
530
OneAscent Financial Services
Alabama
$483K -$308K -1,846 -39%
PI
531
PFS Investments
Georgia
$473K +$216K +1,296 +82%
APA
532
American Portfolios Advisors
New York
$472K +$66.2K +397 +16%
SFM
533
Systematic Financial Management
New Jersey
$471K
SFI
534
Siemens Fonds Invest
Germany
$468K -$1.67K -10 -0.3%
AC
535
Abbrea Capital
California
$468K
CI
536
Conning Inc
Connecticut
$452K -$24.7K -148 -5%
SC
537
Steph & Co
Wisconsin
$451K
NA
538
NewEdge Advisors
Louisiana
$431K +$435K +2,608 New
IFWM
539
Institute for Wealth Management
Colorado
$430K
SCM
540
SKBA Capital Management
California
$428K
HIS
541
Harvest Investment Services
Illinois
$427K -$219K -1,315 -34%
QCM
542
Quest Capital Management
Texas
$426K
TAM
543
Trust Asset Management
Texas
$426K
TA
544
Tectonic Advisors
Texas
$421K +$65.4K +392 +18%
IAN
545
Integrated Advisors Network
Texas
$419K +$32K +192 +8%
CIM
546
Contravisory Investment Management
Massachusetts
$414K +$84.6K +507 +25%
PWPS
547
Pinnacle Wealth Planning Services
Ohio
$413K -$2.84K -17 -0.7%
DBT
548
Dubuque Bank & Trust
Iowa
$412K +$334 +2 +0.1%
SWM
549
SeaCrest Wealth Management
New York
$408K -$72.6K -435 -15%
WA
550
Wealth Alliance
New York
$407K +$36.2K +217 +10%