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Name Holding Trade Value Shares
Change 		Change in
Stake
SB
501
Simmons Bank
Arkansas
$608K -$337 -9 -0.1%
CT
502
Chicago Trust
Illinois
$608K +$72.8K +1,942 +13%
HPC
503
HM Payson & Co
Maine
$608K -$14.8K -394 -2%
AFG
504
Atomi Financial Group
New York
$607K -$10.9K -291 -2%
CPIG
505
Chicago Partners Investment Group
Illinois
$606K +$176K +4,696 +37%
ECM
506
Elgethun Capital Management
South Dakota
$603K -$8.77K -234 -1%
MCM
507
Mill Capital Management
North Carolina
$596K -$66.1K -1,764 -10%
DWP
508
Daymark Wealth Partners
Ohio
$593K +$81.9K +2,185 +15%
PCM
509
Prelude Capital Management
New York
$589K +$612K +16,326 New
USCWA
510
U.S. Capital Wealth Advisors
Texas
$588K -$135K -3,595 -18%
JSC
511
Jackson Square Capital
California
$587K – – –
AIM
512
Aigen Investment Management
New York
$581K +$603K +16,097 New
AF
513
Advisornet Financial
Minnesota
$580K +$291K +7,761 +93%
AMIM
514
Aull & Monroe Investment Management
Alabama
$579K -$1.2K -32 -0.2%
PCM
515
Poehling Capital Management
Wisconsin
$577K – – –
AFG
516
Allegheny Financial Group
Pennsylvania
$576K +$225 +6 +0%
AIC
517
Archer Investment Corporation
Indiana
$576K +$41.5K +1,107 +7%
WFI
518
West Family Investments
California
$575K – – –
VIM
519
Vista Investment Management
Pennsylvania
$575K -$101K -2,687 -14%
IP
520
Investment Partners
Ohio
$573K +$43.8K +1,170 +8%
SIG
521
Stonegate Investment Group
Alabama
$572K +$178K +4,757 +43%
SEIA
522
Signature Estate & Investment Advisors
California
$571K +$593K +15,823 New
FHB
523
First Hawaiian Bank
Hawaii
$569K -$139K -3,709 -19%
BFS
524
Burrus Financial Services
Utah
$566K -$10K -268 -2%
CCG
525
Coastwise Capital Group
California
$562K +$13K +346 +2%
19 20
21
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