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Name Holding Trade Value Shares
Change
Change in
Stake
SG
576
Stonnington Group
California
$620K – – –
KCM
577
Kanawha Capital Management
Virginia
$617K -$30K -200 -5%
NMIMC
578
Northwestern Mutual Investment Management Company
Wisconsin
$614K +$2.25K +15 +0.4%
VIM
579
Vinva Investment Management
Australia
$613K +$595K +3,966 New
SSW
580
Smith Shellnut Wilson
Mississippi
$608K – – –
MSFS
581
Main Street Financial Solutions
Pennsylvania
$608K +$36K +240 +7%
AF
582
Allworth Financial
California
$603K +$12.1K +81 +2%
RMCM
583
Reynders McVeigh Capital Management
Massachusetts
$598K -$153K -1,020 -21%
OA
584
Oxbow Advisors
Texas
$594K – – –
EH
585
Equitable Holdings
New York
$591K +$274K +1,828 +96%
TCPWM
586
Traverso Chambers Private Wealth Management
California
$589K – – –
WFM
587
Wolff Financial Management
Michigan
$589K – – –
SFG
588
SevenBridge Financial Group
Pennsylvania
$589K -$4.5K -30 -0.8%
LFA
589
Legacy Financial Advisors
Kentucky
$587K +$39.1K +261 +8%
PWMAG
590
Pinnacle Wealth Management Advisory Group
New Jersey
$584K -$236K -1,576 -30%
PA
591
Procyon Advisors
Connecticut
$584K -$196K -1,306 -26%
OIA
592
Optimum Investment Advisors
Illinois
$583K – – –
HSA
593
HBK Sorce Advisory
Pennsylvania
$583K -$772K -5,146 -58%
AG
594
Ascent Group
Virginia
$581K +$178K +1,184 +48%
CSC
595
Caldwell Sutter Capital
California
$579K +$144K +962 +36%
TC
596
TwinBeech Capital
New York
$579K -$741K -4,943 -57%
ACS
597
Archford Capital Strategies
Illinois
$578K +$19.6K +131 +4%
AMBIA
598
Allen Mooney & Barnes Investment Advisors
Georgia
$577K +$150 +1 +0%
VA
599
Valmark Advisers
Ohio
$576K -$19.3K -129 -3%
HCM
600
Hall Capital Management
Rhode Island
$574K -$750 -5 -0.1%