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Name Holding Trade Value Shares
Change
Change in
Stake
SS
526
Simplicity Solutions
Minnesota
$707K +$147K +532 +26%
BFG
527
Bleakley Financial Group
New Jersey
$706K -$12.5K -45 -2%
BAM
528
Berkshire Asset Management
Pennsylvania
$703K +$700K +2,529 New
HI
529
Horizon Investments
North Carolina
$697K -$256K -927 -27%
TSWM
530
Triangle Securities Wealth Management
North Carolina
$695K -$22.4K -81 -3%
NSEDCP
531
NJ State Employees Deferred Compensation Plan
New Jersey
$695K
BSG
532
Black Swift Group
Colorado
$695K +$692K +2,500 New
HNB
533
Huntington National Bank
Ohio
$693K +$6.64K +24 +1%
LNWWM
534
Laird Norton Wetherby Wealth Management
California
$688K -$76.6K -277 -10%
HWAM
535
Hennion & Walsh Asset Management
New Jersey
$686K +$104K +376 +18%
LA
536
Lifeworks Advisors
Michigan
$684K -$81.3K -294 -11%
MIA
537
MMBG Investment Advisors
Florida
$681K
TIM
538
Tevis Investment Management
Texas
$679K
IDBONY
539
Israel Discount Bank of New York
New York
$678K -$5.26K -19 -0.8%
AssetMark Inc
540
AssetMark Inc
California
$674K +$102K +367 +18%
OIM
541
Oracle Investment Management
Connecticut
$671K
CBT
542
Central Bank & Trust
Kentucky
$669K -$22.4K -81 -3%
DA
543
Denali Advisors
California
$668K +$83.8K +303 +14%
S
544
SignatureFD
Georgia
$665K -$20.2K -73 -3%
CB
545
Cadence Bank
Mississippi
$662K -$7.47K -27 -1%
PSC
546
Portman Square Capital
United Kingdom
$656K +$653K +2,361 New
EWS
547
Evergreen Wealth Solutions
Pennsylvania
$656K -$58.9K -213 -8%
KFP
548
KMG Fiduciary Partners
Ohio
$646K -$103K -371 -14%
DADC
549
D.A. Davidson & Co
Montana
$644K -$628K -2,271 -49%
GIA
550
GHP Investment Advisors
Colorado
$643K +$32.6K +118 +5%