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Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
526
Private Wealth Asset Management
Iowa
$771K +$800K +5,236 New
HIM
527
Hillsdale Investment Management
Ontario, Canada
$766K +$794K +5,200 New
SW
528
SlateStone Wealth
Florida
$764K
NB
529
NBT Bank
New York
$764K -$29.9K -196 -4%
VI
530
Vestcor Inc
New Brunswick, Canada
$763K +$140K +914 +21%
AC
531
AXQ Capital
New Jersey
$760K +$368K +2,410 +88%
CWA
532
Carolina Wealth Advisors
South Carolina
$756K +$583K +3,818 +290%
GT
533
Greenleaf Trust
Michigan
$751K -$26.7K -175 -3%
SIM
534
Studio Investment Management
Illinois
$733K +$102K +671 +16%
HWM
535
HB Wealth Management
Georgia
$729K +$55.4K +363 +8%
AP
536
Advisors Preferred
Maryland
$727K +$348K +2,276 +86%
CA
537
Claro Advisors
Massachusetts
$723K -$62.5K -409 -8%
FNBOO
538
First National Bank of Omaha
Nebraska
$722K
PIM
539
Plato Investment Management
Australia
$720K
IA
540
IFP Advisors
Florida
$716K +$52.7K +345 +8%
FFO
541
Fiduciary Family Office
Florida
$714K +$741K +4,852 New
FBT
542
First Bankers Trust
Kentucky
$713K -$15.3K -100 -2%
NB
543
Norinchukin Bank
Japan
$710K +$66K +432 +10%
TIAA Trust, National Association
544
TIAA Trust, National Association
North Carolina
$706K -$144K -943 -16%
PWP
545
Private Wealth Partners
California
$705K
IWN
546
Independent Wealth Network
Iowa
$704K +$78.5K +514 +12%
Fifth Third Bancorp
547
Fifth Third Bancorp
Ohio
$704K +$39.5K +259 +6%
SEP
548
Southland Equity Partners
Missouri
$700K +$1.83K +12 +0.3%
RPCONE
549
Retirement Planning Company of New England
Rhode Island
$698K +$14K +92 +2%
EH
550
Equitable Holdings
New York
$693K +$29K +190 +4%