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Name Holding Trade Value Shares
Change
Change in
Stake
ACA
401
Anchor Capital Advisors
Massachusetts
$577K
HIM
402
Hillsdale Investment Management
Ontario, Canada
$570K +$7.83K +20 +1%
OAM
403
Oppenheimer Asset Management
New York
$569K -$50.5K -129 -8%
EOJOAM
404
E. Ohman J:or Asset Management
Sweden
$559K
DBRC
405
D.B. Root & Company
Pennsylvania
$558K -$1.57K -4 -0.3%
DT
406
Diversified Trust
Tennessee
$554K +$564K +1,441 New
EI
407
Ethic Inc
New York
$553K +$220K +562 +64%
MWM
408
Mattern Wealth Management
Kansas
$545K
GFS
409
GYL Financial Synergies
Connecticut
$543K
HPC
410
HM Payson & Co
Maine
$538K +$391 +1 +0.1%
STC
411
Sarah T. Connolly
$535K -$7.83K -20 -1%
SEC
412
Seven Eight Capital
New York
$532K +$542K +1,384 New
WB
413
WesBanco Bank
West Virginia
$526K
XT
414
XTX Topco
Cayman Islands
$521K +$530K +1,354 New
AWM
415
Avior Wealth Management
Nebraska
$512K -$7.83K -20 -1%
Cetera Investment Advisers
416
Cetera Investment Advisers
Illinois
$505K -$9K -23 -2%
HWMG
417
Hurlow Wealth Management Group
Indiana
$502K
KRSITF
418
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$498K +$70.1K +179 +16%
GLAM
419
Gardner Lewis Asset Management
Pennsylvania
$497K +$506K +1,293 New
QPW
420
Quantum Private Wealth
Florida
$492K
DWA
421
Douglass Winthrop Advisors
New York
$490K
KA
422
Kovack Advisors
Florida
$476K -$117K -298 -19%
MPPW
423
Mitchell & Pahl Private Wealth
Oklahoma
$476K +$485K +1,239 New
ATPW
424
Ashton Thomas Private Wealth
Arizona
$473K +$481K +1,230 New
KPWS
425
Kestra Private Wealth Services
Texas
$471K +$42.7K +109 +10%