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BIDU

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
526
Sterling Capital Management
North Carolina
$715K +$15.9K +64 +2%
SBH
527
Segall Bryant & Hamill
Illinois
$708K +$238K +956 +49%
CA
528
Cetera Advisors
Colorado
$691K -$31.1K -125 -4%
YWP
529
YorkBridge Wealth Partners
New York
$690K +$136K +546 +24%
ATC
530
Argent Trust Co
Tennessee
$687K -$26.9K -108 -4%
CSA
531
Cottage Street Advisors
Massachusetts
$681K +$124K +500 +22%
CPA
532
Clear Perspective Advisors
Illinois
$674K -$52.3K -210 -7%
AT
533
Arden Trust
Delaware
$662K +$129K +518 +23%
AWS
534
AJ Wealth Strategies
New York
$645K +$108K +435 +20%
GI
535
GAMCO Investors
Connecticut
$632K – – –
SS
536
Simplicity Solutions
Minnesota
$624K +$107K +428 +20%
ASN
537
Advisory Services Network
Georgia
$611K -$421K -1,690 -42%
SW
538
SVB Wealth
Massachusetts
$607K +$62.5K +251 +11%
MSR
539
Main Street Research
Connecticut
$607K +$622K +2,500 New
FHA
540
First Horizon Advisors
Tennessee
$604K +$542K +2,175 +695%
WI
541
WrapManager Inc
California
$597K -$18.4K -74 -3%
V
542
Veritable
Delaware
$590K -$7.22K -29 -1%
CAM
543
CenterStar Asset Management
Illinois
$576K – – –
X
544
Xponance
Pennsylvania
$576K – – –
IWM
545
IHT Wealth Management
Illinois
$575K +$53.5K +215 +10%
RIM
546
Regent Investment Management
Kentucky
$571K -$149K -600 -20%
RG
547
Rathbones Group
United Kingdom
$555K -$22.9K -92 -4%
HAG
548
HighPoint Advisor Group
Illinois
$554K +$75.9K +305 +14%
OAM
549
Oberweis Asset Management
Illinois
$549K -$1.28M -5,140 -69%
SGCA
550
Steel Grove Capital Advisors
Tennessee
$546K -$197K -792 -26%
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