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Name Holding Trade Value Shares
Change
Change in
Stake
LJHT
1151
Laurie J. Hall Trustee
$595K +$25.1K +345 +4%
HC
1152
Hourglass Capital
Texas
$591K -$168K -2,305 -22%
PAG
1153
Pinnacle Advisory Group
Maryland
$590K -$5.67K -78 -0.9%
PFC
1154
Phocas Financial Corp
California
$589K -$13.8K -190 -2%
SC
1155
Savant Capital
Illinois
$589K +$72.1K +992 +14%
LCS
1156
Levin Capital Strategies
New York
$588K
SS
1157
Simplicity Solutions
Minnesota
$588K +$66K +908 +13%
PCM
1158
Poehling Capital Management
Wisconsin
$587K +$589K +8,096 New
IWM
1159
IHT Wealth Management
Illinois
$585K -$4.29K -59 -0.8%
FAN
1160
Financial Advisors Network
California
$583K -$8.87K -122 -1%
SFA
1161
Sequoia Financial Advisors
Ohio
$581K -$1.73M -23,736 -75%
SB
1162
Simmons Bank
Arkansas
$581K -$97.3K -1,338 -14%
FFA
1163
First Foundation Advisors
California
$581K -$12.8K -176 -2%
SMH
1164
Sanders Morris Harris
Texas
$581K -$2.18K -30 -0.4%
RWP
1165
RWA Wealth Partners
Massachusetts
$580K -$3.14M -43,150 -84%
JIR
1166
James Investment Research
Ohio
$573K -$237K -3,256 -29%
CBU
1167
CIBC Bank USA
Illinois
$572K +$140K +1,926 +32%
APP
1168
Avantax Planning Partners
Iowa
$570K -$638K -8,772 -53%
WP
1169
WMS Partners
Maryland
$567K -$131K -1,800 -19%
FDS
1170
First Dallas Securities
Texas
$562K +$564K +7,758 New
TRCT
1171
Tower Research Capital (TRC)
New York
$560K +$562K +7,724 New
DTL
1172
Dynamic Technology Lab
Singapore
$558K +$560K +7,700 New
FRM
1173
Fox Run Management
Connecticut
$558K +$560K +7,703 New
FHA
1174
First Horizon Advisors
Tennessee
$555K +$20.7K +285 +4%
LWS
1175
Lucia Wealth Services
California
$555K +$557K +7,658 New