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Name Holding Trade Value Shares
Change
Change in
Stake
APP
626
Avantax Planning Partners
Iowa
$588K -$79.4K -720 -12%
SPC
627
Sigma Planning Corp
Michigan
$585K +$557K +5,056 New
QI
628
Qtron Investments
Massachusetts
$582K -$376K -3,408 -40%
BAM
629
Belpointe Asset Management
Nevada
$581K +$133K +1,208 +32%
HCA
630
Harbour Capital Advisors
Virginia
$578K -$22K -200 -4%
PCM
631
Parsons Capital Management
Rhode Island
$578K -$2.65K -24 -0.5%
BBI
632
Baxter Bros Inc
Connecticut
$576K – – –
9WM
633
9258 Wealth Management
Ohio
$573K -$3.97K -36 -0.7%
HWM
634
HB Wealth Management
Georgia
$570K +$83.8K +760 +18%
AF
635
Allworth Financial
California
$569K +$1.32K +12 +0.2%
AIC
636
Argus Investors Counsel
New York
$567K -$2.2K -20 -0.4%
NP
637
NorthRock Partners
Minnesota
$558K -$25.6K -232 -5%
MCM
638
McMillion Capital Management
North Carolina
$555K – – –
SCI
639
S&CO Inc
Massachusetts
$555K – – –
AWM
640
Aberdeen Wealth Management
Illinois
$548K – – –
SHFA
641
SC&H Financial Advisors
Maryland
$539K +$104K +948 +26%
CDH
642
Charles D. Hyman
$539K – – –
LC
643
LCNB Corp
Ohio
$539K – – –
BFC
644
Bedel Financial Consulting
Indiana
$534K – – –
SM
645
STF Management
Texas
$533K +$209K +1,892 +70%
AIM
646
Anchor Investment Management
South Carolina
$532K – – –
IWC
647
Integrated Wealth Concepts
Massachusetts
$522K -$483K -4,384 -49%
TF
648
TIAA FSB
Florida
$521K +$297K +2,692 +149%
AM
649
AGF Management
Ontario, Canada
$516K +$492K +4,464 New
GLR
650
Great Lakes Retirement
Ohio
$512K +$488K +4,428 New