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Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
526
Spirit of America Management Corp
New York
$706K
TAM
527
Tiverton Asset Management
Delaware
$699K
XS
528
XR Securities
Illinois
$695K +$184K +7,611 +39%
OAM
529
Occidental Asset Management
California
$690K +$32.5K +1,345 +5%
DWT
530
Dorsey & Whitney Trust
South Dakota
$687K +$17.3K +716 +3%
SFS
531
Sowell Financial Services
Arkansas
$682K +$639K +26,456 New
IRF
532
IBM Retirement Fund
New York
$680K -$125K -5,167 -16%
NRS
533
Neville Rodie & Shaw
New York
$677K -$51.9K -2,150 -8%
CK
534
Cohen Klingenstein
New York
$675K
IA
535
IFP Advisors
Florida
$672K +$128K +5,317 +26%
IIM
536
Ironwood Investment Management
Massachusetts
$666K -$1.57K -65 -0.3%
CCG
537
Cypress Capital Group
Florida
$660K -$14.3K -593 -2%
JC
538
Jacobs & Co
California
$659K +$156K +6,450 +34%
ACA
539
Atlas Capital Advisors
Wyoming
$655K -$3.48K -144 -0.6%
TCA
540
Teewinot Capital Advisers
New York
$652K
SIM
541
Spark Investment Management
New York
$651K
FAAS
542
First Allied Advisory Services
California
$649K +$71.4K +2,954 +13%
BCWM
543
Bartlett & Co Wealth Management
Ohio
$643K -$7.51K -311 -1%
LMAM
544
Legg Mason Asset Management
Japan
$640K -$36.2K -1,500 -6%
BC
545
Bartlett & Co
Ohio
$639K -$7.51K -311 -1%
ST
546
Smithfield Trust
Pennsylvania
$637K
Truist Financial
547
Truist Financial
North Carolina
$636K -$16.4K -677 -3%
TAM
548
Trust Asset Management
Texas
$628K
Northwestern Mutual Wealth Management
549
Northwestern Mutual Wealth Management
Wisconsin
$626K +$13.8K +572 +2%
CWM
550
Concentric Wealth Management
California
$616K -$16.2K -670 -3%