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Name Holding Trade Value Shares
Change
Change in
Stake
FI
601
Finivi Inc
Massachusetts
$970K +$17.1K +147 +2%
VFA
602
Valeo Financial Advisors
Indiana
$968K +$175K +1,500 +23%
TAM
603
Titleist Asset Management
Texas
$966K +$949K +8,147 New
GT
604
Glenmede Trust
Pennsylvania
$965K -$255K -2,188 -21%
VWM
605
Venturi Wealth Management
Texas
$959K -$219K -1,883 -19%
Nisa Investment Advisors
606
Nisa Investment Advisors
Missouri
$950K -$20K -172 -2%
SCM
607
Silvant Capital Management
Georgia
$949K -$119K -1,023 -11%
CHAM
608
Clear Harbor Asset Management
Connecticut
$945K +$4.08K +35 +0.4%
GSEP
609
Golden State Equity Partners
California
$945K +$928K +7,969 New
SPC
610
Sigma Planning Corp
Michigan
$931K +$110K +948 +14%
QCM
611
Qsemble Capital Management
New York
$922K +$461K +3,961 +104%
EPA
612
Element Pointe Advisors
Florida
$915K +$482K +4,141 +116%
RRA
613
Round Rock Advisors
Connecticut
$907K
ATC
614
Argent Trust Co
Tennessee
$904K +$42.1K +361 +5%
DADC
615
D.A. Davidson & Co
Montana
$901K -$51.4K -441 -5%
KCM
616
KRS Capital Management
Michigan
$900K +$125K +1,070 +16%
HFM
617
Harvest Fund Management
China
$896K -$2.49M -21,410 -74%
VF
618
Virtu Financial
New York
$894K +$878K +7,541 New
IFG
619
Independent Financial Group
California
$891K +$313K +2,685 +56%
BC
620
Belmont Capital
California
$889K +$874K +7,500 New
GAMH
621
Greenwoods Asset Management (HK)
Hong Kong
$889K +$874K +7,500 New
TPCW
622
TD Private Client Wealth
New York
$884K +$78.2K +671 +10%
HIM
623
Hillsdale Investment Management
Ontario, Canada
$883K +$268K +2,300 +45%
CL
624
Choreo LLC
Illinois
$868K +$259K +2,221 +41%
CFG
625
Citizens Financial Group
Rhode Island
$866K +$61.2K +525 +8%