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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
501
Sentry Investment Management
Wisconsin
$79K
PMFA
502
Plante Moran Financial Advisors
Michigan
$70K
LC
503
Lindbrook Capital
California
$69.1K +$20.1K +383 +46%
QC
504
Quent Capital
New York
$60.4K +$43.4K +827 +347%
CLOS
505
Compagnie Lombard Odier SCmA
Switzerland
$60K +$55.8K +1,063 New
IGWM
506
ICA Group Wealth Management
Colorado
$59.6K +$55.1K +1,050 New
MRCM
507
M&R Capital Management
New Jersey
$56.8K
CTA
508
Colonial Trust Advisors
South Carolina
$56.2K +$52K +991 New
Loomis, Sayles & Company
509
Loomis, Sayles & Company
Massachusetts
$56K +$47.9K +914 +1,252%
VIA
510
Virtus Investment Advisers
Connecticut
$54.5K
PFBT
511
Parkside Financial Bank & Trust
Missouri
$53.7K +$2.1K +40 +4%
WTA
512
Washington Trust Advisors
Massachusetts
$51.1K
PK
513
Pflug Koory
Nebraska
$47K -$6.56K -125 -13%
TH
514
TCTC Holdings
Texas
$45.4K
SGC
515
Slocum, Gordon & Co
Rhode Island
$40.4K +$37.4K +712 New
HIIFS
516
Harel Insurance Investments & Financial Services
Israel
$40K -$1.34M -25,500 -97%
OC
517
Oakworth Capital
Alabama
$39.7K
SWA
518
Sutton Wealth Advisors
Florida
$39.3K
BHWM
519
Beaird Harris Wealth Management
Texas
$39.2K +$2.15K +41 +6%
ETH
520
Exos TFP Holdings
New York
$38.5K +$6.45K +123 +22%
CWAF
521
Core Wealth Advisors (Florida)
Florida
$37.7K
HFM
522
Harvest Fund Management
China
$37K +$33.8K +644 New
GWM
523
Geneos Wealth Management
Colorado
$34.9K
HCP
524
Hexagon Capital Partners
Arkansas
$33.3K -$22.2K -424 -42%
RBC
525
Roble Belko & Company
Pennsylvania
$33K