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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
501
Steward Partners Investment Advisory
New York
$923K +$12.7K +354 +1%
DTL
502
Dynamic Technology Lab
Singapore
$921K +$1.01M +28,212 New
CB
503
Centennial Bank
Arkansas
$918K -$18.9K -526 -2%
MCM
504
MAI Capital Management
Ohio
$917K +$206K +5,734 +26%
NRS
505
Neville Rodie & Shaw
New York
$915K +$377K +10,500 +60%
MBT
506
Montecito Bank & Trust
California
$914K +$30.7K +853 +3%
AC
507
Allstate Corporation
Illinois
$912K +$1M +27,940 New
IAN
508
Integrated Advisors Network
Texas
$908K -$2.27M -63,154 -69%
WDA
509
Wendell David Associates
New Hampshire
$904K
CCG
510
Cypress Capital Group
Florida
$897K -$18.3K -508 -2%
WG
511
Winton Group
United Kingdom
$894K -$5.03M -139,827 -84%
UCFA
512
United Capital Financial Advisors
Texas
$892K -$134K -3,719 -12%
IWA
513
Icon Wealth Advisors
Texas
$886K +$2.12K +59 +0.2%
Brown Advisory
514
Brown Advisory
Maryland
$880K +$159K +4,419 +20%
WSFS
515
Wilmington Savings Fund Society
Delaware
$873K -$82.6K -2,297 -8%
BAM
516
Blueshift Asset Management
New Jersey
$864K +$234K +6,496 +33%
JFG
517
Jefferies Financial Group
New York
$858K -$1.93M -53,638 -67%
CK
518
Cohen Klingenstein
New York
$855K
TC
519
TwinBeech Capital
New York
$837K +$922K +25,642 New
GIM
520
Grassi Investment Management
California
$835K
CPC
521
Cookson Peirce & Co
Pennsylvania
$830K +$60.7K +1,687 +7%
VF
522
Vest Financial
Virginia
$829K +$258K +7,179 +39%
CW
523
CreativeOne Wealth
Kansas
$826K +$53.9K +1,498 +6%
SFA
524
Sequoia Financial Advisors
Ohio
$820K +$61.7K +1,715 +7%
DWM
525
Dakota Wealth Management
Florida
$819K +$3.42K +95 +0.4%