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Name Holding Trade Value Shares
Change
Change in
Stake
HC
551
Hamilton Capital
Ohio
$288K
Lido Advisors
552
Lido Advisors
California
$286K -$5.45K -100 -2%
PAS
553
Park Avenue Securities
New York
$286K +$32.6K +598 +12%
EFS
554
Essex Financial Services
Connecticut
$283K -$2.72K -50 -0.9%
AFG
555
Allegheny Financial Group
Pennsylvania
$282K -$518K -9,512 -63%
JSSH
556
J. Safra Sarasin Holding
$280K
KP
557
Keel Point
Alabama
$277K +$294K +5,399 New
KWS
558
Keystone Wealth Services
California
$277K +$3.05K +56 +1%
PI
559
PFG Investments
New York
$275K -$141K -2,597 -33%
ACIM
560
Azimuth Capital Investment Management
Michigan
$269K
MHC
561
Meyer Handelman Company
New York
$267K
LFA
562
Legacy Financial Advisors
Kentucky
$266K +$41.6K +764 +17%
SIC
563
Samalin Investment Counsel
New York
$263K +$10.1K +186 +4%
State Street
564
State Street
Massachusetts
$261K -$64.7K -1,188 -19%
FCBT
565
First Citizens Bank & Trust
North Carolina
$260K +$4.68K +86 +2%
UB
566
Umpqua Bank
Oregon
$258K +$2.72K +50 +1%
BIA
567
Biondo Investment Advisors
Pennsylvania
$257K
USGIU
568
U.S. Global Investors (USGI)
Texas
$257K
EGA
569
Eagle Global Advisors
Texas
$257K +$272K +5,000 New
SW
570
SkyOak Wealth
Michigan
$257K +$272K +5,000 New
LAM
571
Lingohr Asset Management
Germany
$256K +$272K +4,994 New
CS
572
Candriam SCA
Luxembourg
$253K -$159K -2,917 -37%
TDC
573
Thompson Davis & Co
Virginia
$252K +$2.72K +50 +1%
SIAP
574
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$249K +$264K +4,841 New
FCP
575
Fidelis Capital Partners
Florida
$248K -$40.5K -743 -12%