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Name Holding Trade Value Shares
Change
Change in
Stake
SWIG
551
Strategic Wealth Investment Group
Kentucky
$746K +$677K +21,320 New
WF
552
Welch & Forbes
Massachusetts
$745K – – –
O
553
Ossiam
France
$732K +$10.5K +331 +2%
FPAS
554
Focus Partners Advisor Solutions
Missouri
$731K -$97.8K -3,083 -13%
HI
555
Horizon Investments
North Carolina
$731K -$7.2K -227 -1%
ST
556
Smithfield Trust
Pennsylvania
$729K -$12.5K -395 -2%
Parallax Volatility Advisers
557
Parallax Volatility Advisers
California
$726K +$658K +20,725 New
LAM
558
Lingohr Asset Management
Germany
$725K – – –
B
559
Bailard
California
$724K +$18.3K +576 +3%
TFA
560
Transamerica Financial Advisors
Florida
$722K – – –
JIP
561
Jaffetilchin Investment Partners
Florida
$722K +$192K +6,037 +41%
FFA
562
Farther Finance Advisors
California
$708K +$64.9K +2,044 +11%
EFMC
563
Empire Financial Management Company
New York
$704K +$638K +20,098 New
ECA
564
Elevated Capital Advisors
Utah
$702K +$636K +20,035 New
SEC
565
Seven Eight Capital
New York
$701K +$635K +20,021 New
CPBTD
566
Central Pacific Bank - Trust Division
Hawaii
$690K +$6K +189 +1%
AWM
567
Apollon Wealth Management
South Carolina
$685K +$84.7K +2,670 +16%
VI
568
Vestcor Inc
New Brunswick, Canada
$679K – – –
DWT
569
Dorsey & Whitney Trust
South Dakota
$677K +$22K +692 +4%
OWA
570
One Wealth Advisors
California
$675K +$141K +4,443 +28%
VSQM
571
V-Square Quantitative Management
Illinois
$669K -$6.38K -201 -1%
SCTC
572
Sanibel Captiva Trust Company
Florida
$666K – – –
LPT
573
Legacy Private Trust
Wisconsin
$661K – – –
GA
574
Geller Advisors
New York
$661K +$286 +9 +0%
BWM
575
BlackDiamond Wealth Management
New York
$660K +$50.5K +1,592 +9%