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Name Holding Trade Value Shares
Change
Change in
Stake
PA
526
Procyon Advisors
Connecticut
$751K +$858K +27,131 New
MCM
527
MAI Capital Management
Ohio
$750K -$31.8K -1,004 -4%
SW
528
SVB Wealth
Massachusetts
$749K -$103K -3,247 -11%
Brown Advisory
529
Brown Advisory
Maryland
$742K -$5.54K -175 -0.6%
CF
530
Copperwynd Financial
Arizona
$738K +$52.9K +1,673 +7%
PI
531
PFG Investments
New York
$738K -$128K -4,057 -13%
HBCM
532
Heron Bay Capital Management
Michigan
$734K +$839K +26,510 New
IMCOOI
533
Investment Management Corp of Ontario (IMCO)
Canada
$733K -$1.87M -58,997 -69%
P
534
&Partners
Tennessee
$732K +$136K +4,292 +20%
UCFA
535
United Capital Financial Advisors
Texas
$731K -$29.6K -935 -3%
SA
536
Sovran Advisors
California
$731K +$8.32K +263 +0.9%
SFA
537
Sequoia Financial Advisors
Ohio
$728K +$36.8K +1,163 +5%
CK
538
Cohen Klingenstein
New York
$725K
HWAM
539
Hennion & Walsh Asset Management
New Jersey
$714K +$303K +9,562 +59%
JWCA
540
J.W. Cole Advisors
Florida
$710K +$454K +14,351 +127%
GIM
541
Grassi Investment Management
California
$709K
FAG
542
Fortitude Advisory Group
Washington
$706K
WSFS
543
Wilmington Savings Fund Society
Delaware
$704K -$41.4K -1,309 -5%
CA
544
Clearstead Advisors
Ohio
$701K +$31.2K +985 +4%
HIM
545
Hillsdale Investment Management
Ontario, Canada
$698K +$797K +25,200 New
BPA
546
Beacon Pointe Advisors
California
$695K +$9.08K +287 +1%
DWM
547
Dakota Wealth Management
Florida
$695K -$475 -15 -0.1%
ST
548
Smithfield Trust
Pennsylvania
$689K
AC
549
Allstate Corporation
Illinois
$686K -$100K -3,163 -11%
WI
550
Wahed Invest
New York
$678K -$6.42K -203 -0.8%