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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
376
Jacobi Capital Management
Pennsylvania
$737K +$112K +994 +16%
Vontobel Holding
377
Vontobel Holding
Switzerland
$734K +$791K +7,000 New
WTC
378
WhitTier Trust Company
Nevada
$730K -$271K -2,394 -26%
SPC
379
Sigma Planning Corp
Michigan
$730K +$32.1K +284 +4%
UWS
380
Unique Wealth Strategies
Illinois
$728K +$77.8K +688 +11%
KCM
381
Knoll Capital Management
Florida
$707K – – –
DWA
382
Douglass Winthrop Advisors
New York
$705K -$18.1K -160 -2%
WAM
383
Weatherly Asset Management
California
$699K -$31.1K -275 -4%
WCF
384
West Coast Financial
California
$693K -$162K -1,435 -18%
QCG
385
Quadrant Capital Group
Ohio
$687K +$104K +923 +16%
DWM
386
Diversify Wealth Management
Utah
$676K +$36.4K +322 +6%
MPPW
387
Mitchell & Pahl Private Wealth
Oklahoma
$676K +$2.37K +21 +0.3%
Walleye Trading
388
Walleye Trading
New York
$675K +$614K +5,431 +539%
SCA
389
Stonebridge Capital Advisors
Minnesota
$674K -$149K -1,321 -17%
Fifth Third Bancorp
390
Fifth Third Bancorp
Ohio
$668K -$385K -3,404 -35%
YCM
391
Yousif Capital Management
Michigan
$658K – – –
IWM
392
Iams Wealth Management
Nebraska
$655K +$147K +1,303 +26%
BRWA
393
B. Riley Wealth Advisors
Florida
$650K +$7.69K +68 +1%
CG
394
Caprock Group
Idaho
$646K -$9.95K -88 -1%
SC
395
Sapient Capital
Indiana
$642K +$1.24K +11 +0.2%
SNPAM
396
St. Nicholas Private Asset Management
Florida
$636K – – –
HFM
397
Hartford Financial Management
Connecticut
$629K – – –
SCA
398
Sandy Cove Advisors
Massachusetts
$629K – – –
AWM
399
Absher Wealth Management
North Carolina
$627K +$13K +115 +2%
ATPW
400
Ashton Thomas Private Wealth
Arizona
$625K -$68.8K -609 -9%