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Name Holding Trade Value Shares
Change
Change in
Stake
OC
701
Opinicus Capital
Florida
$611K +$600K +5,155 New
AIC
702
Argus Investors Counsel
New York
$608K +$597K +5,129 New
ADL
703
Asset Dedication LLC
California
$605K -$102K -876 -15%
Capstone Investment Advisors
704
Capstone Investment Advisors
New York
$605K +$594K +5,100 New
ETC
705
Exchange Traded Concepts
Oklahoma
$602K +$549K +4,711 +1,291%
HNB
706
Hilltop National Bank
Wyoming
$601K -$34.9K -300 -6%
WA
707
Waverly Advisors
Alabama
$600K +$229K +1,970 +64%
CCG
708
Ceeto Capital Group
Florida
$593K
FDS
709
First Dallas Securities
Texas
$589K +$44.3K +380 +8%
BOH
710
Bank of Hawaii
Hawaii
$587K +$577K +4,953 New
CWM
711
Congress Wealth Management
Massachusetts
$587K +$699 +6 +0.1%
BGDI
712
BW Gestao de Investimentos
Brazil
$583K +$573K +4,920 New
TIAA Trust, National Association
713
TIAA Trust, National Association
North Carolina
$573K -$752K -6,452 -57%
MC
714
Moors & Cabot
Massachusetts
$568K -$155K -1,334 -22%
CCG
715
Capital CS Group
California
$567K +$57.1K +490 +11%
LIM
716
Longfellow Investment Management
Massachusetts
$564K +$554K +4,756 New
AF
717
Allworth Financial
California
$561K +$4.66K +40 +0.9%
TC
718
TownSquare Capital
Utah
$557K +$547K +4,700 New
FTDI
719
First Trust Direct Indexing
Massachusetts
$557K +$161K +1,379 +42%
KCM
720
Kathmere Capital Management
Pennsylvania
$557K +$10.5K +90 +2%
MCM
721
Monument Capital Management
Virginia
$550K -$17.4K -149 -3%
CWP
722
Cyndeo Wealth Partners
Florida
$548K +$51.6K +443 +11%
AFC
723
AFT Forsyth & Company
Florida
$544K
FWIA
724
Fort Washington Investment Advisors
Ohio
$534K +$44.7K +384 +9%
UCFA
725
United Capital Financial Advisors
Texas
$534K +$104K +889 +25%