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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
501
ETrade Capital Management
Virginia
$279K -$202K -29,766 -42%
TFGT
502
TS Financial Group (TSFG)
Illinois
$276K -$17.9K -2,648 -6%
CF
503
Centaurus Financial
California
$272K -$931K -137,439 -77%
RJT
504
Raymond James Trust
Florida
$272K -$30.7K -4,532 -10%
FMT
505
First Mercantile Trust
Tennessee
$272K +$116K +17,127 +107%
SWM
506
Sculati Wealth Management
Michigan
$269K -$609 -90 -0.2%
IFWM
507
Institute for Wealth Management
Colorado
$268K -$117K -17,331 -30%
EBT
508
Enterprise Bank & Trust
Massachusetts
$268K
WAM
509
Wealthspire Advisors (Maryland)
Maryland
$267K +$26.2K +3,864 +11%
LA
510
Legacy Advisors
Pennsylvania
$265K +$15.7K +2,311 +6%
LOAME
511
Lombard Odier Asset Management (Europe)
United Kingdom
$262K
CCB
512
Cutter & Co Brokerage
Missouri
$261K +$15.6K +2,300 +6%
UAS
513
United Asset Strategies
New York
$255K -$70.1K -10,355 -21%
NICM
514
Neo Ivy Capital Management
New York
$253K +$258K +38,113 New
1WA
515
180 Wealth Advisors
Washington
$252K -$5.99K -885 -3%
AB
516
Atlas Brown
Kentucky
$252K +$19K +2,806 +8%
BF
517
BOK Financial
Oklahoma
$252K +$51.8K +7,643 +25%
NAM
518
NorthCoast Asset Management
Connecticut
$250K -$6.77K -1,000 -3%
TFS
519
TrustCore Financial Services
Tennessee
$247K
SEIA
520
Signature Estate & Investment Advisors
California
$247K +$167K +24,600 +198%
KWMG
521
King Wealth Management Group
Florida
$244K +$108K +15,989 +77%
DC
522
Davenport & Co
Virginia
$243K -$34.3K -5,060 -12%
OPS
523
Orion Portfolio Solutions
Nebraska
$242K -$16.9K -2,496 -6%
CC
524
Cipher Capital
New York
$241K -$323K -47,745 -57%
SYBT
525
Stock Yards Bank & Trust
Kentucky
$240K -$49.3K -7,287 -17%