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Name Holding Trade Value Shares
Change
Change in
Stake
FCB
601
First County Bank
Connecticut
$652K -$175K -2,120 -21%
TT
602
TI-Trust
Illinois
$648K
Group One Trading
603
Group One Trading
Illinois
$644K +$122K +1,478 +24%
BCWM
604
Bartlett & Co Wealth Management
Ohio
$639K +$3.22K +39 +0.5%
CIBC Private Wealth Group
605
CIBC Private Wealth Group
Georgia
$638K -$268K -3,240 -30%
CWS
606
Cypress Wealth Services
California
$628K +$8.18K +99 +1%
KP
607
Keel Point
Alabama
$628K +$20.1K +243 +3%
SM
608
Sciencast Management
New Jersey
$628K -$1.04M -12,635 -63%
SFA
609
Sequoia Financial Advisors
Ohio
$625K +$52.7K +638 +9%
CIC
610
Carnegie Investment Counsel
Ohio
$621K -$1.49K -18 -0.2%
EWA
611
EverSource Wealth Advisors
Alabama
$617K +$85.1K +1,030 +16%
MNBTD
612
Moody National Bank Trust Division
Texas
$609K +$61.1K +740 +11%
SWMP
613
Signature Wealth Management Partners
New Jersey
$607K
IFG
614
Independent Financial Group
California
$604K +$600K +7,267 New
DIP
615
Davis Investment Partners
North Carolina
$601K +$20.1K +243 +3%
S
616
SignatureFD
Georgia
$595K -$413 -5 -0.1%
HSA
617
HBK Sorce Advisory
Pennsylvania
$594K -$53.8K -652 -8%
SWM
618
Segment Wealth Management
Texas
$591K +$86.3K +1,045 +17%
SRL
619
Scientech Research LLC
New Jersey
$583K -$337K -4,086 -37%
HPC
620
HM Payson & Co
Maine
$563K +$37.1K +449 +7%
FFA
621
Farther Finance Advisors
California
$563K +$107K +1,300 +24%
CCA
622
Childress Capital Advisors
Texas
$562K +$33.3K +403 +6%
SMC
623
Smith, Moore & Co
Missouri
$561K -$24.8K -300 -4%
WANY
624
Wealthspire Advisors (New York)
New York
$559K -$13.2K -160 -2%
DT
625
Diversified Trust
Tennessee
$557K -$16.4K -198 -3%