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Name Holding Trade Value Shares
Change
Change in
Stake
BSW
601
Buckingham Strategic Wealth
Missouri
$459K
I
602
IberiaBank
Louisiana
$451K +$7.48K +48 +2%
CIBC Private Wealth Group
603
CIBC Private Wealth Group
Georgia
$449K +$31.2K +200 +7%
SC
604
Schulhoff & Co
Ohio
$447K
B
605
Bailard
California
$447K +$452K +2,901 New
IWM
606
IHT Wealth Management
Illinois
$444K -$11.1K -71 -2%
ECM
607
Everence Capital Management
Indiana
$440K
SCG
608
Sonata Capital Group
Washington
$440K
Voloridge Investment Management
609
Voloridge Investment Management
Florida
$438K -$22.5M -144,638 -98%
JFA
610
Johanson Financial Advisors
California
$438K +$16.4K +105 +4%
Cetera Investment Advisers
611
Cetera Investment Advisers
Illinois
$434K +$30.1K +193 +7%
WSCM
612
Wellington Shields Capital Management
New York
$427K -$28K -180 -6%
PWMAG
613
Pinnacle Wealth Management Advisory Group
New Jersey
$426K -$17.8K -114 -4%
OPTFSNA
614
Old Point Trust & Financial Services N A
Virginia
$424K -$46.7K -300 -10%
CWM
615
Confluence Wealth Management
Oregon
$424K -$17.6K -113 -4%
FANJ
616
Financial Architects (New Jersey)
New Jersey
$423K +$623 +4 +0.1%
HIC
617
Holderness Investments Company
North Carolina
$419K +$8.41K +54 +2%
FPCG
618
Fort Pitt Capital Group
Pennsylvania
$419K +$423K +2,718 New
CA
619
Claro Advisors
Massachusetts
$419K +$434K +2,786 New
D.E. Shaw & Co
620
D.E. Shaw & Co
New York
$416K +$31.2K +200 +8%
GAM
621
Grandview Asset Management
Pennsylvania
$416K +$420K +2,697 New
GT
622
Greenleaf Trust
Michigan
$411K +$21K +135 +5%
DAM
623
Diamant Asset Management
Connecticut
$408K
SBSB
624
Sullivan, Bruyette, Speros & Blaney
Virginia
$404K
WAM
625
Wealthspire Advisors (Maryland)
Maryland
$403K