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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
676
Blume Capital Management
California
$31K – – –
FMB
677
Field & Main Bank
Kentucky
$31K – – –
FCFS
678
First Command Financial Services
Texas
$31K – – –
GWS
679
Glassman Wealth Services
Virginia
$31K +$3.67K +65 +14%
CA
680
Crewe Advisors
Utah
$31K +$30K +531 New
Capital Analysts LLC
681
Capital Analysts LLC
Pennsylvania
$30K – – –
PCTC
682
Perkins Coie Trust Company
Washington
$30K – – –
FCA
683
FinTrust Capital Advisors
South Carolina
$29K – – –
AA
684
Addison Advisors
Vermont
$29K +$509 +9 +2%
LC
685
Lindbrook Capital
California
$29K +$3.9K +69 +16%
Ossiam
686
Ossiam
France
$28K -$7.2M -127,422 -100%
FCB
687
First Command Bank
Texas
$28K – – –
BWP
688
Baldwin Wealth Partners
Massachusetts
$27K – – –
Harel Insurance Investments & Financial Services
689
Harel Insurance Investments & Financial Services
Israel
$25K – – –
SIS
690
Sound Income Strategies
Florida
$25K – – –
FFC
691
First Financial Corp
Indiana
$24K – – –
GLLW
692
Graves Light Lenhart Wealth
Virginia
$24K – – –
CA
693
Cornerstone Advisory
Maryland
$23K +$22.3K +394 New
AWA
694
Amplius Wealth Advisors
Pennsylvania
$23K +$23.3K +413 New
Lazard Asset Management
695
Lazard Asset Management
New York
$22K -$1.82M -32,293 -99%
ATC
696
Adirondack Trust Company
New York
$22K – – –
Ancora Advisors
697
Ancora Advisors
Ohio
$22K – – –
CAC
698
Core Alternative Capital
Georgia
$22K +$21.6K +382 New
IFP Advisors
699
IFP Advisors
Florida
$21K – – –
TCTC Holdings
700
TCTC Holdings
Texas
$21K – – –