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Name Holding Trade Value Shares
Change
Change in
Stake
PCMM
626
Piedmont Capital Management (Montana)
Montana
$718K +$668K +12,941 New
FAM
627
Fred Alger Management
New York
$712K
TC
628
Trilogy Capital
California
$711K +$258 +5 +0%
PNC
629
Park National Corp
Ohio
$709K -$67.4K -1,306 -9%
ASA
630
Armstrong Shaw Associates
Connecticut
$708K -$29.9K -580 -4%
BMA
631
Brooks Moore & Associates
Tennessee
$708K -$3.51K -68 -0.5%
SC
632
SouthState Corp
Florida
$707K -$133K -2,584 -17%
PSUF
633
People's United Financial
Connecticut
$706K +$42.9K +831 +7%
WS
634
Wedbush Securities
California
$706K +$63.9K +1,237 +11%
MAA
635
Mraz Amerine & Associates
California
$700K +$155 +3 +0%
ESCM
636
Echo Street Capital Management
New York
$695K +$647K +12,530 New
IFWM
637
Institute for Wealth Management
Colorado
$691K +$56.5K +1,095 +10%
LNC
638
Lincoln National Corp
Pennsylvania
$691K +$94.5K +1,831 +17%
GIA
639
Gladstone Institutional Advisory
Florida
$690K -$121K -2,341 -16%
WIC
640
Wilkins Investment Counsel
Massachusetts
$690K
QWM
641
QP Wealth Management
New Jersey
$690K +$642K +12,430 New
FTDI
642
First Trust Direct Indexing
Massachusetts
$690K +$642K +12,436 New
JHCP
643
Jackson Hole Capital Partners
Oklahoma
$687K +$11.1K +215 +2%
AF
644
Advisornet Financial
Minnesota
$681K +$207 +4 +0%
EWM
645
Evercore Wealth Management
New York
$675K -$1.45K -28 -0.2%
DMK
646
David M. Knott
$673K
CIAS
647
Capital Investment Advisory Services
North Carolina
$671K -$11.6K -224 -2%
HT
648
HighTower Trust
Texas
$663K +$41.1K +796 +7%
FFN
649
Focus Financial Network
Minnesota
$651K +$6.71K +130 +1%
JF
650
Jump Financial
Illinois
$650K -$601K -11,633 -50%