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Name Holding Trade Value Shares
Change
Change in
Stake
TCOT
426
Trust Company of Toledo
Ohio
$706K
HIM
427
Hillsdale Investment Management
Ontario, Canada
$704K +$30.5K +531 +4%
P
428
Pitcairn
Pennsylvania
$697K -$35.2K -614 -5%
BFPW
429
BOK Financial Private Wealth
Colorado
$687K -$100K -1,744 -13%
UCFA
430
United Capital Financial Advisors
Texas
$685K +$31.7K +552 +5%
SF
431
Synovus Financial
Georgia
$678K -$23.3K -406 -3%
SGK
432
Steigerwald Gordon & Koch
Virginia
$674K -$13.7K -238 -2%
EWM
433
Empirical Wealth Management
Washington
$670K +$1.95K +34 +0.3%
SG
434
StoneX Group
New York
$665K +$210K +3,662 +45%
PAMG
435
Patton Albertson Miller Group
Tennessee
$664K
EI
436
Ellevest Inc
New York
$664K -$11.9K -207 -2%
VSQM
437
V-Square Quantitative Management
Illinois
$662K -$30.3K -528 -4%
Capstone Investment Advisors
438
Capstone Investment Advisors
New York
$661K +$135K +2,352 +25%
PGFC
439
Peapack-Gladstone Financial Corp
New Jersey
$660K +$976 +17 +0.1%
HPC
440
HM Payson & Co
Maine
$654K -$173K -3,019 -21%
AFCM
441
Applied Finance Capital Management
Puerto Rico
$652K
KTC
442
Kentucky Trust Company
Kentucky
$648K +$658K +11,459 New
AAS
443
Avantax Advisory Services
Texas
$642K -$302K -5,256 -32%
PI
444
PineBridge Investments
New York
$637K -$152K -2,643 -19%
WI
445
Wahed Invest
New York
$627K -$13.9K -242 -2%
SLI
446
Sumitomo Life Insurance
Japan
$621K -$21K -366 -3%
CAI
447
Capital Advisors Inc
Oklahoma
$617K
BBVA
448
Banco Bilbao Vizcaya Argentaria
Spain
$602K -$307K -5,348 -33%
SIA
449
Soltis Investment Advisors
Utah
$602K -$31.2K -544 -5%
BS
450
Banco Santander
Spain
$595K +$1.03K +18 +0.2%