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Name Holding Trade Value Shares
Change
Change in
Stake
QCM
401
QRG Capital Management
Illinois
$875K +$981K +5,862 New
LC
402
Lindbrook Capital
California
$870K -$22.4K -134 -2%
FFWA
403
FRG Family Wealth Advisors
Washington
$864K -$23.4K -140 -2%
PAS
404
Park Avenue Securities
New York
$862K +$967K +5,778 New
HWA
405
Heritage Wealth Advisors
Virginia
$848K +$142K +848 +18%
BSB
406
Bangor Savings Bank
Maine
$842K +$18.4K +110 +2%
TNA
407
True North Advisors
Texas
$841K
TIAA Trust, National Association
408
TIAA Trust, National Association
North Carolina
$838K +$941K +5,620 New
BFEC
409
Benjamin F. Edwards & Company
Missouri
$837K -$2.51K -15 -0.3%
EFMC
410
Empire Financial Management Company
New York
$831K -$13.1K -78 -1%
BBI
411
Baxter Bros Inc
Connecticut
$828K -$151K -900 -14%
SWS
412
SYSTM Wealth Solutions
Illinois
$818K -$604K -3,610 -40%
BWM
413
BCGM Wealth Management
Indiana
$810K -$108K -647 -11%
PCM
414
Palisade Capital Management
New Jersey
$810K -$3.66M -21,865 -80%
QT
415
Quantamental Technologies
New York
$809K +$908K +5,422 New
CFB
416
Cullen/Frost Bankers
Texas
$804K -$60.3K -360 -6%
HCA
417
Harbour Capital Advisors
Virginia
$802K +$71.2K +425 +9%
LFAS
418
Level Four Advisory Services
Texas
$792K -$31.3K -187 -3%
NME
419
Notis-McConarty Edward
$791K -$83.7K -500 -9%
BTWM
420
Baker Tilly Wealth Management
Wisconsin
$787K -$1.12M -6,711 -56%
PSP
421
Principal Street Partners
Tennessee
$784K +$446K +2,664 +103%
TA
422
Tiedemann Advisors
New York
$780K +$25.4K +152 +3%
RhumbLine Advisers
423
RhumbLine Advisers
Massachusetts
$775K +$10.9K +65 +1%
Lido Advisors
424
Lido Advisors
California
$775K -$48.4K -289 -5%
RFC
425
Regions Financial Corp
Alabama
$773K -$13.9K -83 -2%