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Name Holding Trade Value Shares
Change
Change in
Stake
BG
676
Bellevue Group
Switzerland
$485K
WAM
677
Wolverine Asset Management
Illinois
$483K +$461K +2,789 New
WSCM
678
Wellington Shields Capital Management
New York
$480K
HH
679
Hilltop Holdings
Texas
$478K -$25.1K -152 -5%
MSS
680
Mitchell Sinkler & Starr
Pennsylvania
$477K
WANY
681
Wealthspire Advisors (New York)
New York
$477K +$455K +2,755 New
CIAS
682
Capital Investment Advisory Services
North Carolina
$474K +$46.8K +283 +12%
CAI
683
Capital Advisors Inc
Oklahoma
$468K -$991 -6 -0.2%
TFS
684
Thoroughbred Financial Services
Tennessee
$468K +$447K +2,703 New
AWM
685
Altium Wealth Management
New York
$466K -$38.3K -232 -8%
DAM
686
Diamant Asset Management
Connecticut
$459K
ODIJL
687
One Day In July LLC
Vermont
$453K +$432K +2,615 New
DS
688
DRW Securities
Illinois
$453K +$432K +2,617 New
SFSG
689
Sound Financial Strategies Group
Mississippi
$452K -$971K -5,880 -69%
FNBT
690
FineMark National Bank & Trust
Florida
$449K +$6.44K +39 +2%
GP
691
Girard Partners
Pennsylvania
$447K +$29.1K +176 +7%
MCWS
692
McKinley Carter Wealth Services
West Virginia
$446K -$47.7K -289 -10%
SCM
693
Schnieders Capital Management
California
$444K -$92.5K -560 -18%
MAWCM
694
Mine & Arao Wealth Creation & Management
California
$443K -$6.61K -40 -2%
CIC
695
Crawford Investment Counsel
Georgia
$440K +$16.5K +100 +4%
HB
696
Horizon Bancorp
Indiana
$439K -$279K -1,686 -40%
SA
697
SL Advisors
New Jersey
$437K -$12.1K -73 -3%
CG
698
Caprock Group
Idaho
$437K +$416K +2,520 New
AF
699
Allworth Financial
California
$434K -$4.96K -30 -1%
IFG
700
Independent Financial Group
California
$433K +$413K +2,497 New