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Name Holding Trade Value Shares
Change
Change in
Stake
SIG
526
Stonegate Investment Group
Alabama
$716K -$7.19K -26 -1%
YIH
527
Y-Intercept (HK)
Hong Kong
$715K -$1.03M -3,729 -59%
SS
528
Simplicity Solutions
Minnesota
$707K +$147K +532 +26%
BFG
529
Bleakley Financial Group
New Jersey
$706K -$12.5K -45 -2%
BAM
530
Berkshire Asset Management
Pennsylvania
$703K +$700K +2,529 New
HI
531
Horizon Investments
North Carolina
$697K -$256K -927 -27%
TSWM
532
Triangle Securities Wealth Management
North Carolina
$695K -$22.4K -81 -3%
NSEDCP
533
NJ State Employees Deferred Compensation Plan
New Jersey
$695K – – –
BSG
534
Black Swift Group
Colorado
$695K +$692K +2,500 New
HNB
535
Huntington National Bank
Ohio
$693K +$6.64K +24 +1%
LNWWM
536
Laird Norton Wetherby Wealth Management
California
$688K -$76.6K -277 -10%
HWAM
537
Hennion & Walsh Asset Management
New Jersey
$686K +$104K +376 +18%
LA
538
Lifeworks Advisors
Michigan
$684K -$81.3K -294 -11%
MIA
539
MMBG Investment Advisors
Florida
$681K – – –
TIM
540
Tevis Investment Management
Texas
$679K – – –
IDBONY
541
Israel Discount Bank of New York
New York
$678K -$5.26K -19 -0.8%
AssetMark Inc
542
AssetMark Inc
California
$674K +$102K +367 +18%
OIM
543
Oracle Investment Management
Connecticut
$671K – – –
CBT
544
Central Bank & Trust
Kentucky
$669K -$22.4K -81 -3%
DA
545
Denali Advisors
California
$668K +$83.8K +303 +14%
S
546
SignatureFD
Georgia
$665K -$20.2K -73 -3%
CB
547
Cadence Bank
Mississippi
$662K -$7.47K -27 -1%
PSC
548
Portman Square Capital
United Kingdom
$656K +$653K +2,361 New
EWS
549
Evergreen Wealth Solutions
Pennsylvania
$656K -$58.9K -213 -8%
KFP
550
KMG Fiduciary Partners
Ohio
$646K -$103K -371 -14%