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Name Holding Trade Value Shares
Change
Change in
Stake
TA
626
Tectonic Advisors
Texas
$363K +$87.8K +2,747 +30%
TAM
627
Trust Asset Management
Texas
$362K -$757K -23,685 -66%
HT
628
Heritage Trust
Oklahoma
$361K +$382K +11,953 New
AWA
629
Arkadios Wealth Advisors
Georgia
$352K +$187K +5,846 +101%
HW
630
Hancock Whitney
Mississippi
$349K -$13.8K -431 -4%
AMC
631
Asset Management Corp
Illinois
$349K +$369K +11,556 New
CIAS
632
Capital Investment Advisory Services
North Carolina
$348K -$1.76K -55 -0.5%
BMO
633
Beck Mack & Oliver
New York
$344K – – –
TIA
634
Tiemann Investment Advisors
California
$344K – – –
WSC
635
Wellington Shields & Co
New York
$344K – – –
AWA
636
ARS Wealth Advisors
Florida
$343K +$363K +11,368 New
AAM
637
Auxier Asset Management
Oregon
$342K -$16K -500 -4%
DADC
638
D.A. Davidson & Co
Montana
$341K +$479 +15 +0.1%
MCM
639
MAI Capital Management
Ohio
$340K -$9.94K -311 -3%
B
640
Barings
North Carolina
$340K +$360K +11,266 New
DMBA
641
Deseret Mutual Benefit Administrators
Utah
$340K +$360K +11,268 New
CP
642
Capital Planning
Washington
$339K – – –
CCA
643
Checchi Capital Advisers
California
$339K +$479 +15 +0.1%
B
644
Bailard
California
$338K -$51K -1,596 -12%
RIM
645
Regent Investment Management
Kentucky
$338K +$131K +4,100 +58%
IWC
646
Integrated Wealth Concepts
Massachusetts
$336K -$108K -3,388 -23%
VI
647
Versor Investments
New York
$336K +$12.8K +400 +4%
OPS
648
Orion Portfolio Solutions
Nebraska
$336K +$26.1K +816 +8%
CFG
649
Citizens Financial Group
Rhode Island
$334K -$11.3K -352 -3%
SCM
650
Shelton Capital Management
Colorado
$334K – – –