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Name Holding Trade Value Shares
Change
Change in
Stake
HI
426
Horizon Investments
North Carolina
$657K -$9.86K -302 -2%
SW
427
SVB Wealth
Massachusetts
$647K -$23.5K -720 -4%
OFS
428
OneAscent Financial Services
Alabama
$642K +$329K +10,068 +113%
ECM
429
ExodusPoint Capital Management
New York
$636K +$614K +18,810 New
TYCC
430
Texas Yale Capital Corp
Florida
$633K -$6.53K -200 -1%
GD
431
Grandfield & Dodd
New York
$629K
CCA
432
Checchi Capital Advisers
California
$627K +$33.3K +1,020 +6%
BCM
433
Birmingham Capital Management
Alabama
$627K -$68.5K -2,100 -10%
BWP
434
Balboa Wealth Partners
Arizona
$622K -$32.5K -995 -5%
First Manhattan
435
First Manhattan
New York
$621K +$600K +18,386 New
FA
436
Fiduciary Alliance
South Carolina
$621K -$1.31K -40 -0.2%
WWM
437
Western Wealth Management
Colorado
$612K -$9.92K -304 -2%
PWPS
438
Pinnacle Wealth Planning Services
Ohio
$611K +$68K +2,082 +13%
CAG
439
Csenge Advisory Group
Florida
$605K -$26.6K -814 -4%
DAS
440
Dynamic Advisor Solutions
Arizona
$600K +$14.9K +457 +3%
P
441
Pitcairn
Pennsylvania
$600K +$126K +3,863 +28%
FFS
442
Founders Financial Securities
Maryland
$596K -$18.3K -560 -3%
EWM
443
Edge Wealth Management
New York
$592K +$326 +10 +0.1%
PFPT
444
Pinnacle Financial Partners (Tennessee)
Tennessee
$589K +$142K +4,357 +33%
NS
445
NBC Securities
Alabama
$587K +$567K +17,371 +144,758%
BEI
446
Benjamin Edwards Inc
Missouri
$580K -$63.8K -1,956 -10%
WSC
447
Wellington Shields & Co
New York
$578K
FPCP
448
Fort Point Capital Partners
California
$578K -$21.5K -659 -4%
HPC
449
HM Payson & Co
Maine
$578K +$35.3K +1,082 +7%
NSIM
450
North Star Investment Management
Illinois
$577K