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Name Holding Trade Value Shares
Change
Change in
Stake
CL
476
Choreo LLC
Illinois
$872K -$7.17K -48 -0.8%
GT
477
Glenview Trust
Kentucky
$869K +$30.6K +205 +4%
GVAG
478
Great Valley Advisor Group
Delaware
$865K -$3.58K -24 -0.4%
Capstone Investment Advisors
479
Capstone Investment Advisors
New York
$859K +$419K +2,810 +100%
LAM
480
LECAP Asset Management
United Kingdom
$846K +$824K +5,523 New
S
481
SignatureFD
Georgia
$842K -$50.9K -341 -6%
BMC
482
Beaton Management Company
Massachusetts
$841K
SPA
483
Sherbrooke Park Advisers
New York
$826K +$806K +5,397 New
FCI
484
Financial Counselors Inc
Kansas
$818K -$344K -2,307 -30%
DEA
485
DoubleLine ETF Adviser
Florida
$816K +$796K +5,330 New
LIM
486
Loudon Investment Management
New Hampshire
$816K -$10.4K -70 -1%
GT
487
Greenleaf Trust
Michigan
$798K +$137K +917 +21%
IWM
488
IHT Wealth Management
Illinois
$798K -$87.2K -584 -10%
CSC
489
Caldwell Sutter Capital
California
$796K +$99.4K +666 +15%
CAM
490
Columbia Asset Management
Michigan
$791K
VSQM
491
V-Square Quantitative Management
Illinois
$786K +$75.7K +507 +11%
FBT
492
First Bankers Trust
Kentucky
$782K
MSFP
493
Mark Sheptoff Financial Planning
Connecticut
$781K
MWA
494
Moser Wealth Advisors
Washington
$780K
SI
495
Stephens Inc
Arkansas
$780K -$20K -134 -3%
CW
496
Connectus Wealth
Ohio
$771K +$751K +5,033 New
FPAS
497
Focus Partners Advisor Solutions
Missouri
$766K +$747K +5,006 New
MLICM
498
Metropolitan Life Insurance Company (MetLife)
New York
$766K -$6.42K -43 -0.9%
SW
499
SlateStone Wealth
Florida
$764K +$745K +4,990 New
TF
500
Tompkins Financial
New York
$763K