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Name Holding Trade Value Shares
Change
Change in
Stake
TH
501
TCTC Holdings
Texas
$603K +$62.9K +380 +11%
BFS
502
Bradley Foster & Sargent
Connecticut
$600K +$90.1K +544 +16%
EP
503
Eudaimonia Partners
Tennessee
$593K -$3.98K -24 -0.6%
CG
504
CFO4Life Group
Texas
$591K +$629K +3,798 New
V
505
Veritable
Delaware
$589K -$1.82K -11 -0.3%
PAS
506
Park Avenue Securities
New York
$589K +$60.9K +368 +11%
APC
507
Aspire Private Capital
North Carolina
$574K +$2.65K +16 +0.4%
LNWWM
508
Laird Norton Wetherby Wealth Management
California
$572K +$1.16K +7 +0.2%
MJP
509
Michael J. Puzo
$568K
KA
510
Kintegral Advisory
New York
$565K
HI
511
Horizon Investments
North Carolina
$553K +$22.9K +138 +4%
BC
512
Bridgefront Capital
Texas
$551K +$587K +3,545 New
NSAM
513
North Star Asset Management
Wisconsin
$549K
MWM
514
Minot Wealth Management
Massachusetts
$546K +$246K +1,485 +73%
TCOT
515
Trust Company of Toledo
Ohio
$538K -$828 -5 -0.1%
CFD
516
Creative Financial Designs
Indiana
$535K +$9.44K +57 +2%
WS
517
Wedbush Securities
California
$535K +$25.2K +152 +5%
SCM
518
Stevens Capital Management
Pennsylvania
$534K +$569K +3,437 New
CDH
519
Charles D. Hyman
$533K
TPCW
520
TD Private Client Wealth
New York
$530K -$197K -1,191 -26%
WC
521
Woodstock Corp
Massachusetts
$526K
American Century Companies
522
American Century Companies
Missouri
$525K +$109K +657 +24%
ACM
523
Allred Capital Management
Texas
$520K -$46K -278 -8%
THWM
524
Taylor Hoffman Wealth Management
Virginia
$518K -$35.1K -212 -6%
CHP
525
Cable Hill Partners
Oregon
$515K +$27.2K +164 +5%