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Name Holding Trade Value Shares
Change
Change in
Stake
FPFS
551
First Personal Financial Services
North Carolina
$345K +$58.5K +2,466 +22%
TRCT
552
Tower Research Capital (TRC)
New York
$344K -$17.9K -756 -5%
FANJ
553
Financial Architects (New Jersey)
New Jersey
$338K -$10.8K -454 -3%
WAM
554
Wealthspire Advisors (Maryland)
Maryland
$337K -$11.9K -502 -4%
NB
555
NBT Bank
New York
$331K -$1.21K -51 -0.4%
AMIM
556
Aull & Monroe Investment Management
Alabama
$331K
MSAM
557
Moloney Securities Asset Management
Missouri
$331K +$310K +13,068 New
DWT
558
Dorsey & Whitney Trust
South Dakota
$330K +$85.2K +3,593 +38%
GP
559
Girard Partners
Pennsylvania
$321K -$227K -9,577 -43%
GLA
560
Great Lakes Advisors
Illinois
$320K -$6.64K -280 -2%
1GA
561
1st Global Advisors
Texas
$320K -$1.07K -45 -0.4%
HBT
562
Hills Bank & Trust
Iowa
$318K -$114K -4,802 -28%
PHK
563
Point72 Hong Kong
Hong Kong
$317K +$240K +10,141 +426%
SS
564
Simplicity Solutions
Minnesota
$316K -$2.23K -94 -0.7%
PL
565
Perpetual Ltd
Australia
$316K +$66.5K +2,804 +29%
GCC
566
Guardian Capital (Canada)
Ontario, Canada
$315K -$82.6K -3,485 -22%
LPL Financial
567
LPL Financial
California
$310K -$769K -32,442 -72%
FMWA
568
Forvis Mazars Wealth Advisors
Missouri
$310K +$14.7K +622 +5%
JIR
569
James Investment Research
Ohio
$309K -$116K -4,907 -29%
FNBT
570
FineMark National Bank & Trust
Florida
$307K +$6.64K +280 +2%
DSC
571
Duncker Streett & Co
Missouri
$306K -$33K -1,392 -10%
IR
572
Invictus RG
Bermuda
$303K +$30.4K +1,281 +12%
CCA
573
Checchi Capital Advisers
California
$300K +$2.25K +95 +0.8%
WSFS
574
Wilmington Savings Fund Society
Delaware
$297K +$6.9K +291 +3%
PGFC
575
Peapack-Gladstone Financial Corp
New Jersey
$295K -$38.2K -1,612 -12%