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Name Holding Trade Value Shares
Change
Change in
Stake
CASB
701
Cape Ann Savings Bank
Massachusetts
$591K +$6.81K +32 +1%
WCM
702
Washington Capital Management
Washington
$590K – – –
EHC
703
Everett Harris & Co
California
$590K – – –
S
704
SignatureFD
Georgia
$590K +$23.4K +110 +4%
SBF
705
Sara-Bay Financial
Florida
$588K +$1.7K +8 +0.3%
TF
706
TIAA FSB
Florida
$584K -$56.6K -266 -8%
UB
707
UMB Bank
Missouri
$583K -$79.8K -375 -12%
VVP
708
Venture Visionary Partners
Ohio
$581K – – –
NA
709
NewEdge Advisors
Louisiana
$577K +$96.2K +452 +19%
TC
710
Truvestments Capital
Florida
$574K +$157K +740 +36%
EWM
711
EPG Wealth Management
Georgia
$573K -$7.45K -35 -1%
AssetMark Inc
712
AssetMark Inc
California
$571K +$7.87K +37 +1%
HSA
713
HBK Sorce Advisory
Pennsylvania
$566K +$245K +1,151 +71%
CF
714
Copperwynd Financial
Arizona
$564K -$20.4K -96 -3%
SFS
715
Stiles Financial Services
Minnesota
$564K +$76.2K +358 +15%
VCM
716
Vigilant Capital Management
Maine
$560K – – –
NERM
717
New England Research & Management
Illinois
$560K +$585K +2,750 New
PRC
718
Pearl River Capital
Michigan
$560K +$585K +2,750 New
GIA
719
Gladstone Institutional Advisory
Florida
$559K +$130K +611 +29%
AAS
720
Ameritas Advisory Services
Nebraska
$546K +$10.9K +51 +2%
OAM
721
Oppenheimer Asset Management
New York
$544K -$4.89K -23 -0.9%
CC
722
Corsicana & Co
Texas
$543K +$16K +75 +3%
MFG
723
MidWestOne Financial Group
Iowa
$534K – – –
EDRH
724
Edmond de Rothschild Holding
Switzerland
$532K -$1.27M -5,966 -70%
APP
725
Alpha Paradigm Partners
Illinois
$530K +$28.7K +135 +5%