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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
526
Shufro Rose & Co
New York
$304K
AWM
527
AllSquare Wealth Management
New York
$302K
PWLP
528
Prio Wealth Limited Partnership
Massachusetts
$302K
AWA
529
AmeriServ Wealth Advisors
Pennsylvania
$299K +$304K +5,553 New
CC
530
Courier Capital
New York
$296K -$87.4K -1,594 -23%
SBIA
531
Sheaff Brock Investment Advisors
Indiana
$295K -$45.4K -828 -13%
GC
532
Grace Capital
Massachusetts
$294K -$43.9K -801 -13%
SSA
533
Schonfeld Strategic Advisors
New York
$294K +$26K +474 +10%
BUB
534
BBVA USA Bancshares
Texas
$294K +$30K +548 +11%
LCM
535
LVM Capital Management
Michigan
$294K +$241K +4,400 New
SAM
536
SignalPoint Asset Management
Missouri
$293K +$9.87K +180 +3%
MWM
537
Mission Wealth Management
California
$293K +$36.8K +671 +14%
BMO
538
Beck Mack & Oliver
New York
$292K
PNC
539
Park National Corp
Ohio
$291K +$7.29K +133 +3%
SCM
540
Stevens Capital Management
Pennsylvania
$288K +$293K +5,344 New
HB
541
Homrich & Berg
Georgia
$281K +$1.92K +35 +0.7%
GAM
542
Garrison Asset Management
Arkansas
$280K
PVWM
543
Point View Wealth Management
New Jersey
$279K -$4.5K -82 -2%
CFS
544
Commonwealth Financial Services
West Virginia
$279K +$108K +1,961 +61%
FDS
545
First Dallas Securities
Texas
$274K -$11K -200 -4%
CAMG
546
CWA Asset Management Group
Florida
$273K +$4.39K +80 +2%
FMBTD
547
First Midwest Bank Trust Division
Illinois
$270K +$33.3K +607 +14%
GSBTD
548
Glenview State Bank Trust Department
Illinois
$267K -$8.77K -160 -3%
SCG
549
Sonata Capital Group
Washington
$267K
DCM
550
Donaldson Capital Management
Indiana
$267K +$272K +4,958 New