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Name Holding Trade Value Shares
Change
Change in
Stake
RB
751
Renasant Bank
Mississippi
$705K +$121K +2,472 +21%
PA
752
Parallel Advisors
California
$703K -$136K -2,789 -17%
AWM
753
Axxcess Wealth Management
California
$701K +$396K +8,114 +140%
CT
754
Chicago Trust
Illinois
$698K -$282K -5,773 -29%
BMCM
755
Burns Matteson Capital Management
New York
$698K +$676K +13,846 New
S
756
Seeyond
France
$697K -$222K -4,535 -25%
FZCM
757
Flynn Zito Capital Management
New York
$693K +$6.16K +126 +0.9%
CIAS
758
Capital Investment Advisory Services
North Carolina
$692K +$28.5K +583 +4%
FFN
759
Focus Financial Network
Minnesota
$689K -$69.9K -1,430 -9%
CT
760
Cambridge Trust
Massachusetts
$687K -$48.2K -986 -7%
IAMOG
761
Investors Asset Management of Georgia
Georgia
$683K +$9.23K +189 +1%
PG
762
Patten Group
Tennessee
$678K +$46.7K +956 +8%
PIM
763
Perpetual Investment Management
Australia
$674K +$161K +3,292 +33%
PTC
764
Private Trust Company
Ohio
$671K -$8.26K -169 -1%
OPS
765
Orion Portfolio Solutions
Nebraska
$667K +$85.8K +1,757 +15%
HWA
766
Heartwood Wealth Advisors
Virginia
$667K +$88.2K +1,806 +16%
WSC
767
Wellington Shields & Co
New York
$665K -$4.88K -100 -0.8%
WEG
768
World Equity Group
Illinois
$665K -$4.49K -92 -0.7%
WIM
769
WealthPlan Investment Management
Nebraska
$664K +$5.47K +112 +1%
IFG
770
Independent Financial Group
California
$664K +$76.6K +1,567 +13%
RWM
771
Ritholtz Wealth Management
New York
$663K -$7.08K -145 -1%
PH
772
Pinnacle Holdings
Oklahoma
$661K -$79K -1,618 -11%
WP
773
WealthPLAN Partners
Nebraska
$658K +$538K +11,011 New
IF
774
Intrua Financial
Texas
$651K +$13.1K +268 +2%
BFA
775
Beacon Financial Advisory
Ohio
$651K +$15.7K +322 +3%