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Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
651
Independent Solutions Wealth Management
New York
$923K +$180K +3,353 +23%
EP Wealth Advisors
652
EP Wealth Advisors
California
$923K -$267K -4,980 -22%
AC
653
AXQ Capital
New Jersey
$913K +$950K +17,700 New
Parallel Advisors
654
Parallel Advisors
California
$912K +$14.6K +272 +2%
HM Payson & Co
655
HM Payson & Co
Maine
$912K +$32.3K +602 +4%
SignatureFD
656
SignatureFD
Georgia
$908K +$144K +2,688 +18%
JHCP
657
Jackson Hole Capital Partners
Oklahoma
$902K -$193K -3,595 -17%
RWB
658
RMR Wealth Builders
New Jersey
$899K +$644 +12 +0.1%
Bleakley Financial Group
659
Bleakley Financial Group
New Jersey
$891K -$172K -3,203 -16%
BFA
660
Benedict Financial Advisors
Georgia
$889K -$8.75K -163 -0.9%
Kingswood Wealth Advisors
661
Kingswood Wealth Advisors
California
$882K +$918K +17,099 New
HFM
662
Hartford Financial Management
Connecticut
$876K -$2.2K -41 -0.2%
OHWP
663
Oak Harbor Wealth Partners
North Carolina
$875K +$14.8K +276 +2%
Old National Bancorp
664
Old National Bancorp
Indiana
$868K -$1.5K -28 -0.2%
MCM
665
Mork Capital Management
California
$866K – – –
Cullen/Frost Bankers
666
Cullen/Frost Bankers
Texas
$862K +$16.1K +299 +2%
Burney Company
667
Burney Company
Virginia
$860K -$6.07K -113 -0.7%
SA
668
Strategic Advisors
New York
$858K +$15.9K +297 +2%
HCA
669
Harbor Capital Advisors
Illinois
$854K – – –
Johnson Investment Counsel
670
Johnson Investment Counsel
Ohio
$853K -$49.3K -918 -5%
SEC
671
Seven Eight Capital
New York
$852K +$887K +16,528 New
Park Avenue Securities
672
Park Avenue Securities
New York
$852K -$58K -1,081 -6%
HCM
673
Hodges Capital Management
Texas
$851K +$887K +16,514 New
CHC
674
City Holding Co
West Virginia
$850K +$26.4K +492 +3%
Shelton Capital Management
675
Shelton Capital Management
Colorado
$846K -$23.2K -432 -3%