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Name Holding Trade Value Shares
Change
Change in
Stake
IAS
501
Insigneo Advisory Services
Florida
$607K -$202K -1,383 -26%
WA
502
Wealth Alliance
New York
$607K +$59K +403 +11%
UB
503
UMB Bank
Missouri
$605K -$264K -1,803 -31%
HT
504
Headlands Technologies
Illinois
$604K +$594K +4,060 New
KSWA
505
Kathleen S. Wright Associates
Pennsylvania
$602K +$48.3K +330 +9%
BFG
506
Beacon Financial Group
Texas
$602K +$295K +2,016 +99%
IWM
507
IHT Wealth Management
Illinois
$599K +$590K +4,030 New
WJWM
508
Williams Jones Wealth Management
New York
$599K +$8.93K +61 +2%
Carson Wealth (CWM LLC)
509
Carson Wealth (CWM LLC)
Nebraska
$598K +$241K +1,646 +69%
SIG
510
Stonegate Investment Group
Alabama
$595K +$79.5K +543 +16%
Fiera Capital (Canada)
511
Fiera Capital (Canada)
Quebec, Canada
$595K -$134K -918 -19%
WPA
512
Winning Points Advisors
Florida
$594K
RFC
513
Regions Financial Corp
Alabama
$593K -$23.9K -163 -4%
CAM
514
Cypress Asset Management
Texas
$593K -$3.43M -23,429 -86%
CCM
515
Coldstream Capital Management
Washington
$588K +$47.6K +325 +9%
TPWM
516
Twelve Points Wealth Management
Massachusetts
$586K -$8.49K -58 -1%
GC
517
Grimes & Company
Massachusetts
$586K -$41.6K -284 -7%
IC
518
IEQ Capital
California
$582K -$214K -1,459 -27%
HCM
519
Highlander Capital Management
New Jersey
$580K
SCI
520
Stableford Capital II
Arizona
$573K +$3.37K +23 +0.6%
CAM
521
Columbia Asset Management
Michigan
$571K
CIC
522
Chilton Investment Company
Connecticut
$570K +$561K +3,833 New
NFGCM
523
Norman Fields Gottscho Capital Management
New York
$570K -$2.93K -20 -0.5%
QCG
524
Quadrant Capital Group
Ohio
$569K +$16.7K +114 +3%
WS
525
Wedbush Securities
California
$569K +$221K +1,507 +65%