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Name Holding Trade Value Shares
Change
Change in
Stake
AF
751
Allworth Financial
California
$624K +$23.5K +445 +4%
CCM
752
Chiron Capital Management
Florida
$623K +$348K +6,601 +137%
MM
753
MQS Management
New York
$614K -$194K -3,677 -25%
WBWA
754
William B. Walkup & Associates
South Carolina
$614K -$4.8K -91 -0.8%
PH
755
Pinnacle Holdings
Oklahoma
$613K -$3.33K -63 -0.6%
GC
756
Gilbert & Cook
Iowa
$611K -$23K -435 -4%
PA
757
Promethium Advisors
Maryland
$610K +$589K +11,165 New
MSWM
758
McGlone Suttner Wealth Management
Wisconsin
$607K +$151K +2,852 +35%
CB
759
Cadence Bank
Mississippi
$605K -$29.6K -560 -5%
CPIG
760
Chicago Partners Investment Group
Illinois
$603K +$68.9K +1,305 +13%
GRP
761
Global Retirement Partners
California
$602K -$245K -4,635 -30%
AFG
762
Atomi Financial Group
New York
$601K +$53.2K +1,007 +10%
SBIA
763
Sheaff Brock Investment Advisors
Indiana
$600K -$15.6K -295 -3%
MAM
764
Mystic Asset Management
Rhode Island
$599K -$20.1K -381 -3%
CHC
765
City Holding Co
West Virginia
$598K -$53.8K -1,020 -9%
PCA
766
Pallas Capital Advisors
Massachusetts
$595K +$35.9K +680 +6%
IIM
767
InTrack Investment Management
Vermont
$595K +$1.32K +25 +0.2%
WWM
768
Western Wealth Management
Colorado
$591K +$188K +3,568 +49%
BFPW
769
BOK Financial Private Wealth
Colorado
$591K -$23.8K -451 -4%
LFAS
770
Level Four Advisory Services
Texas
$590K +$50K +947 +9%
CCA
771
Cobblestone Capital Advisors
New York
$586K +$8.08K +153 +1%
IAN
772
Integrated Advisors Network
Texas
$585K -$3.75M -71,106 -87%
BCM
773
Birmingham Capital Management
Alabama
$584K -$67.9K -1,287 -11%
CCB
774
Country Club Bank
Missouri
$584K -$4.82M -91,277 -90%
OTPPB
775
Ontario Teachers' Pension Plan Board
Ontario, Canada
$583K -$2.07M -39,278 -79%