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Name Holding Trade Value Shares
Change
Change in
Stake
HIC
601
Holderness Investments Company
North Carolina
$682K +$70K +624 +10%
SI
602
Stephens Inc
Arkansas
$678K -$63.2K -564 -8%
BCA
603
Bay Colony Advisors
Massachusetts
$677K +$43.6K +389 +6%
A
604
Allianz
Germany
$673K -$878K -7,829 -54%
Northwestern Mutual Wealth Management
605
Northwestern Mutual Wealth Management
Wisconsin
$673K -$290K -2,583 -28%
GWM
606
Geneos Wealth Management
Colorado
$672K +$3.36K +30 +0.5%
KWM
607
Kingsview Wealth Management
Oregon
$662K +$153K +1,366 +27%
CL
608
Choreo LLC
Illinois
$654K -$91.9K -820 -11%
ICP
609
Interchange Capital Partners
Pennsylvania
$654K +$720K +6,422 New
PAS
610
PKS Advisory Services
New York
$652K +$717K +6,398 New
UBS AM
611
UBS AM
Illinois
$651K -$6.84K -61 -0.9%
DAM
612
Doheny Asset Management
California
$649K – – –
MC
613
Moors & Cabot
Massachusetts
$635K – – –
MOS
614
MGO One Seven
Ohio
$627K +$143K +1,277 +26%
CCC
615
Chesapeake Capital Corp
Florida
$624K +$46.2K +412 +7%
PI
616
PFG Investments
New York
$615K +$1.23K +11 +0.2%
MWM
617
MinichMacGregor Wealth Management
New York
$611K – – –
GM
618
GeoWealth Management
Illinois
$609K +$16.3K +145 +2%
EWS
619
Eagle Wealth Strategies
New Jersey
$607K +$112K +1,000 +20%
CLIP
620
Colter Lewis Investment Partners
Connecticut
$603K – – –
SC
621
Sapient Capital
Indiana
$597K – – –
SWM
622
SeaCrest Wealth Management
New York
$596K -$35.4K -316 -5%
TC
623
Tacita Capital
Ontario, Canada
$596K – – –
DB
624
Danske Bank
Denmark
$594K -$24.6K -219 -4%
ACIM
625
Azimuth Capital Investment Management
Michigan
$591K – – –