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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
526
Anchor Investment Management
South Carolina
$441K -$13.9K -500 -3%
SPIA
527
Steward Partners Investment Advisory
New York
$434K -$6.96K -250 -1%
PRC
528
Pearl River Capital
Michigan
$430K +$458K +16,450 New
CPIG
529
Chicago Partners Investment Group
Illinois
$427K -$2.79K -100 -0.7%
SS
530
Simplicity Solutions
Minnesota
$426K -$11.1K -400 -2%
VAS
531
Vestmark Advisory Solutions
Massachusetts
$424K -$160K -5,750 -26%
CC
532
Centiva Capital
New York
$422K -$1.38M -49,400 -75%
WT
533
Whittier Trust
California
$422K -$216K -7,750 -32%
ACM
534
Advisors Capital Management
New Jersey
$421K
CCA
535
Checchi Capital Advisers
California
$410K -$8.36K -300 -2%
AAS
536
Ameritas Advisory Services
Nebraska
$410K +$40.4K +1,450 +10%
GC
537
Gilbert & Cook
Iowa
$410K +$41.8K +1,500 +11%
MSFS
538
Main Street Financial Solutions
Pennsylvania
$407K +$143K +5,150 +50%
ZB
539
Zions Bancorporation
Utah
$404K -$2.79K -100 -0.6%
BCM
540
Boltwood Capital Management
California
$404K +$25.1K +900 +6%
BSW
541
Buckingham Strategic Wealth
Missouri
$403K -$32K -1,150 -7%
BS
542
Bessemer Securities
New York
$401K
DA
543
Dillon & Associates
Michigan
$397K
RA
544
RFG Advisory
Alabama
$397K +$54.3K +1,950 +19%
ME
545
McIlrath & Eck
Washington
$392K +$418K +15,000 New
TAM
546
Trust Asset Management
Texas
$390K +$32K +1,150 +8%
CCM
547
Coldstream Capital Management
Washington
$388K -$4.18K -150 -1%
MNBTD
548
Moody National Bank Trust Division
Texas
$387K +$412K +14,800 New
CGL
549
Clarius Group LLC
Washington
$384K +$71K +2,550 +21%
VWA
550
V Wealth Advisors
Kansas
$383K -$1.39K -50 -0.3%