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Name Holding Trade Value Shares
Change
Change in
Stake
PI
651
PFG Investments
New York
$280K +$279K +6,695 New
GFWA
652
Grey Fox Wealth Advisors
Delaware
$278K -$6.25K -150 -2%
PA
653
Parallel Advisors
California
$277K +$23.3K +559 +9%
BTWM
654
Baker Tilly Wealth Management
Wisconsin
$276K +$13.8K +331 +5%
VSQM
655
V-Square Quantitative Management
Illinois
$276K +$274K +6,577 New
FCB
656
First Command Bank
Texas
$275K
FCFS
657
First Command Financial Services
Texas
$275K
GLA
658
Good Life Advisors
Pennsylvania
$274K -$81.8K -1,963 -23%
AMC
659
Asset Management Corp
Illinois
$274K +$1K +24 +0.4%
CG
660
Caprock Group
Idaho
$272K +$65.5K +1,571 +32%
CIAS
661
Capital Investment Advisory Services
North Carolina
$270K -$6.04K -145 -2%
GSB
662
Greenfield Savings Bank
Massachusetts
$270K -$21.5K -516 -7%
NB
663
NBT Bank
New York
$269K -$2.75K -66 -1%
CB
664
Cadence Bank
Mississippi
$268K +$31.1K +747 +13%
CPA
665
Court Place Advisors
Maryland
$268K
IPAM
666
ICICI Prudential Asset Management
India
$267K +$57.3K +1,374 +28%
GIA
667
Gladstone Institutional Advisory
Florida
$262K -$7.04K -169 -3%
LOAMS
668
Lombard Odier Asset Management (Switzerland)
Switzerland
$262K
VFA
669
Valeo Financial Advisors
Indiana
$261K +$260K +6,238 New
Walleye Trading
670
Walleye Trading
New York
$260K +$259K +6,202 New
SWM
671
Segment Wealth Management
Texas
$259K -$18.3K -440 -7%
QCIG
672
Quad-Cities Investment Group
Iowa
$257K +$55.6K +1,333 +28%
BWFA
673
Baltimore-Washington Financial Advisors
Maryland
$257K
TCWM
674
Total Clarity Wealth Management
Illinois
$256K -$122K -2,938 -32%
CW
675
CIC Wealth
Maryland
$255K +$417 +10 +0.2%