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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
776
Park Avenue Securities
New York
$557K -$105K -1,711 -15%
MIM
777
MTM Investment Management
South Carolina
$550K -$553K -9,034 -49%
BCM
778
Bluefin Capital Management
New York
$548K -$33.7K -550 -5%
MFW
779
Meristem Family Wealth
Minnesota
$548K +$157K +2,572 +37%
PFSC
780
Peoples Financial Services Corp
Pennsylvania
$545K -$3.06K -50 -0.5%
Lido Advisors
781
Lido Advisors
California
$545K +$25.6K +418 +5%
GIM
782
Guardian Investment Management
California
$542K -$495K -8,087 -42%
EF
783
Empirical Finance
Pennsylvania
$541K +$33.1K +541 +6%
GLA
784
Great Lakes Advisors
Illinois
$541K +$67K +1,094 +13%
AWE
785
Avidian Wealth Enterprises
Texas
$540K -$25.3K -413 -4%
SNT
786
Security National Trust
West Virginia
$539K
CCM
787
Chickasaw Capital Management
Tennessee
$538K +$22.5K +367 +4%
CF
788
Centaurus Financial
California
$537K -$246K -4,026 -30%
GI
789
Gradient Investments
Minnesota
$537K -$10.6K -173 -2%
CCA
790
Checchi Capital Advisers
California
$536K +$6.18K +101 +1%
APP
791
Avantax Planning Partners
Iowa
$536K +$11.7K +191 +2%
ASA
792
Armstrong Shaw Associates
Connecticut
$533K
WP
793
WealthPLAN Partners
Nebraska
$529K +$20.2K +330 +4%
FFN
794
Focus Financial Network
Minnesota
$524K +$92.1K +1,505 +20%
CIC
795
Carnegie Investment Counsel
Ohio
$521K -$57.7K -943 -9%
EWM
796
Empirical Wealth Management
Washington
$518K +$187K +3,063 +52%
MIC
797
Meridian Investment Counsel
California
$515K -$23.4K -383 -4%
FSA
798
Franklin Street Advisors
North Carolina
$515K
WIC
799
Wilkins Investment Counsel
Massachusetts
$514K -$127K -2,074 -19%
CC
800
Courier Capital
New York
$513K +$428 +7 +0.1%