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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1526
Court Place Advisors
Maryland
$723K
IBOK
1527
Independence Bank of Kentucky
Kentucky
$722K +$175K +3,125 +33%
SYBT
1528
Stock Yards Bank & Trust
Kentucky
$720K -$19.3K -346 -3%
TFS
1529
TrustCore Financial Services
Tennessee
$720K -$4.47K -80 -0.6%
PCMI
1530
Paradigm Capital Management Inc
New York
$718K
WG
1531
Winton Group
United Kingdom
$717K -$736K -13,167 -51%
FBC
1532
Fairfield, Bush & Co
Connecticut
$716K -$205K -3,660 -31%
VF
1533
Virtu Financial
New York
$716K +$282K +5,037 +67%
AWG
1534
Altus Wealth Group
Colorado
$715K -$224 -4 -0%
SIC
1535
Sigma Investment Counselors
Michigan
$715K +$85.7K +1,533 +14%
NNP
1536
Nachman Norwood & Parrott
South Carolina
$714K -$45K -805 -6%
OTPPB
1537
Ontario Teachers' Pension Plan Board
Ontario, Canada
$714K +$700K +12,529 New
AF
1538
Advisornet Financial
Minnesota
$713K +$75.2K +1,345 +12%
APG
1539
Abacus Planning Group
South Carolina
$712K
FWM
1540
Fairhaven Wealth Management
Illinois
$708K -$6.09K -109 -0.9%
1W
1541
1776 Wealth
Georgia
$708K +$5.26K +94 +0.8%
FPS
1542
Fieldpoint Private Securities
Connecticut
$706K +$85.5K +1,530 +15%
JSL
1543
JT Stratford LLC
Georgia
$703K -$12.5K -224 -2%
CFO
1544
Collective Family Office
Pennsylvania
$703K
CW
1545
CreativeOne Wealth
Kansas
$700K +$182K +3,261 +36%
FTA
1546
Financial & Tax Architects
Missouri
$699K +$106K +1,893 +18%
SMA
1547
Sage Mountain Advisors
Georgia
$699K +$186K +3,321 +37%
TCMG
1548
TSP Capital Management Group
New Jersey
$698K -$774K -13,849 Closed
CCA
1549
Childress Capital Advisors
Texas
$696K +$128K +2,285 +23%
JCM
1550
Jag Capital Management
Missouri
$694K +$4.53K +81 +0.7%