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Name Holding Trade Value Shares
Change
Change in
Stake
SIG
526
Stonegate Investment Group
Alabama
$508K -$100K -772 -18%
QCG
527
Quadrant Capital Group
Ohio
$504K +$70K +539 +18%
FFO
528
Fortitude Family Office
Arizona
$501K +$464K +3,571 New
WF
529
Welch & Forbes
Massachusetts
$498K -$37.4K -288 -8%
9WM
530
9258 Wealth Management
Ohio
$497K -$2.47K -19 -0.5%
LC
531
Lindbrook Capital
California
$496K -$20.8K -160 -4%
VT
532
Vise Technologies
New York
$495K -$219K -1,683 -32%
QWM
533
Quadcap Wealth Management
Texas
$494K -$123K -946 -21%
FNT
534
First National Trust
Pennsylvania
$492K -$4.94K -38 -1%
TIAA Trust, National Association
535
TIAA Trust, National Association
North Carolina
$492K -$17.2K -132 -4%
CCG
536
Cypress Capital Group
Florida
$491K +$8.97K +69 +2%
VA
537
Vident Advisory
Georgia
$491K +$44.6K +343 +11%
SPWM
538
Schrum Private Wealth Management
Florida
$490K +$201K +1,546 +79%
LI
539
LRI Investments
Florida
$484K +$201K +1,549 +62%
PFG
540
PAX Financial Group
Texas
$484K +$27K +208 +6%
FNT
541
First Nebraska Trust
Nebraska
$483K
GT
542
Glenview Trust
Kentucky
$482K -$18.7K -144 -4%
ACM
543
Adalta Capital Management
New York
$481K +$64.3K +495 +17%
CCM
544
Coerente Capital Management
Ontario, Canada
$479K
PWPS
545
Pinnacle Wealth Planning Services
Ohio
$479K +$69.7K +536 +19%
WC
546
Wynn Capital
Georgia
$477K +$44.8K +345 +11%
CT
547
Caldwell Trust
Florida
$476K -$21.6K -166 -5%
GI
548
GAMMA Investing
California
$475K +$57.2K +440 +15%
PA
549
Profund Advisors
Maryland
$474K -$66.3K -510 -13%
BFG
550
Beacon Financial Group
Texas
$465K -$72.4K -557 -14%