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Name Holding Trade Value Shares
Change
Change in
Stake
TCPWM
651
Traverso Chambers Private Wealth Management
California
$714K – – –
SCA
652
Snowden Capital Advisors
New York
$710K -$96.8K -468 -12%
SSG
653
Summit Securities Group
New York
$707K +$724K +3,500 New
HBT
654
Hills Bank & Trust
Iowa
$701K -$8.48K -41 -1%
RCM
655
Radnor Capital Management
Pennsylvania
$698K -$20.7K -100 -3%
TNB
656
Thomasville National Bank
Georgia
$698K +$2.69K +13 +0.4%
FWM
657
Frontier Wealth Management
Missouri
$693K -$20.7K -100 -3%
CA
658
Claro Advisors
Massachusetts
$689K +$14.1K +68 +2%
RVPG
659
Relative Value Partners Group
$687K +$704K +3,400 New
DI
660
DFPG Investments
Utah
$686K +$102K +492 +17%
CT
661
Coastline Trust
Rhode Island
$682K – – –
BCA
662
Bay Colony Advisors
Massachusetts
$679K +$696K +3,362 New
PA
663
Procyon Advisors
Connecticut
$678K +$3.52K +17 +0.5%
SWM
664
SeaCrest Wealth Management
New York
$677K -$9.31K -45 -1%
BIA
665
Bigelow Investment Advisors
Maine
$675K -$9.31K -45 -1%
VFA
666
Voya Financial Advisors
Connecticut
$672K +$30.4K +147 +5%
RCA
667
Rowland Carmichael Advisors
Arizona
$667K – – –
ZCM
668
Ziegler Capital Management
Illinois
$663K +$12.2K +59 +2%
Bank Julius Baer & Co
669
Bank Julius Baer & Co
Switzerland
$663K +$61.7K +298 +10%
APA
670
American Portfolios Advisors
New York
$662K -$1.3M -6,305 -66%
JFA
671
Johanson Financial Advisors
California
$662K +$5.59K +27 +0.8%
M
672
MOTCO
Texas
$662K +$79.7K +385 +13%
Alyeska Investment Group
673
Alyeska Investment Group
Illinois
$653K -$414K -1,999 -38%
VWM
674
Venturi Wealth Management
Texas
$652K +$91.9K +444 +16%
FPB
675
First PREMIER Bank
South Dakota
$651K -$161K -780 -19%