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Name Holding Trade Value Shares
Change
Change in
Stake
ATC
501
Argent Trust Co
Tennessee
$1.06M +$29.8K +558 +3%
WG
502
Winton Group
United Kingdom
$1.06M -$5.99M -112,024 -87%
CCMG
503
Clark Capital Management Group
Pennsylvania
$1.06M +$3.48K +65 +0.4%
NG
504
Norden Group
Utah
$1.04M +$98.1K +1,835 +13%
BMSSC
505
B. Metzler seel. Sohn & Co
Germany
$1.02M
GIA
506
Gladstone Institutional Advisory
Florida
$1.01M +$837K +15,657 New
EP
507
Essential Partners
California
$997K -$1.31M -24,467 -61%
MOS
508
MGO One Seven
Ohio
$996K -$84.8K -1,587 -9%
CL
509
Choreo LLC
Illinois
$989K +$191K +3,572 +30%
PCS
510
Personal CFO Solutions
New Jersey
$975K -$59.6K -1,114 -7%
NMIMC
511
Northwestern Mutual Investment Management Company
Wisconsin
$965K +$4.87K +91 +0.6%
PAS
512
Park Avenue Securities
New York
$963K +$161K +3,011 +25%
TGY2IT
513
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$959K +$798K +14,934 New
PWM
514
Perigon Wealth Management
California
$956K -$71.1K -1,330 -8%
KPWS
515
Kestra Private Wealth Services
Texas
$947K +$788K +14,748 New
LOAMS
516
Lombard Odier Asset Management (Switzerland)
Switzerland
$942K +$132K +2,472 +20%
SFC
517
SYM Financial Corp
Indiana
$931K -$54.8K -1,026 -7%
AWM
518
AE Wealth Management
Kansas
$929K +$195K +3,646 +34%
PA
519
Pinnacle Associates
New York
$928K -$87.3K -1,633 -10%
SFC
520
Swisher Financial Concepts
Ohio
$922K -$10.7K -200 -1%
BFIM
521
Beese Fulmer Investment Management
Ohio
$917K -$266K -4,979 -26%
SC
522
SouthState Corp
Florida
$916K -$521K -9,746 -41%
MSA
523
MUFG Securities Americas
New York
$907K +$64.3K +1,202 +9%
NWM
524
Northwest Wealth Management
Iowa
$896K -$98K -1,834 -12%
BCV
525
Banque Cantonale Vaudoise
Switzerland
$889K -$104K -1,951 -12%