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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
601
Ipswich Investment Management
Massachusetts
$731K -$10.2K -50 -1%
XTX Topco
602
XTX Topco
Cayman Islands
$731K +$685K +3,375 New
SFI
603
SPC Financial Inc
Maryland
$730K -$812 -4 -0.1%
SSB
604
Sandy Spring Bank
Maryland
$725K -$57.5K -283 -8%
AFIA
605
America First Investment Advisors
Nebraska
$721K – – –
LC
606
Lincoln Capital
Nebraska
$718K – – –
VBCG
607
Valley Brook Capital Group
Pennsylvania
$714K +$17.3K +85 +3%
CX Institutional
608
CX Institutional
Indiana
$713K -$3.02M -14,861 -82%
Douglass Winthrop Advisors
609
Douglass Winthrop Advisors
New York
$711K – – –
WAM
610
Weatherly Asset Management
California
$708K -$30.5K -150 -4%
GWANC
611
Guardian Wealth Advisors (North Carolina)
North Carolina
$707K +$663K +3,262 New
FHB
612
First Hawaiian Bank
Hawaii
$704K -$6.09K -30 -0.9%
Nomura Holdings
613
Nomura Holdings
Japan
$700K -$191K -942 -23%
PIMG
614
Patriot Investment Management Group
Tennessee
$694K +$3.05K +15 +0.5%
APA
615
American Portfolios Advisors
New York
$693K -$24K -118 -4%
Old National Bancorp
616
Old National Bancorp
Indiana
$689K +$1.22K +6 +0.2%
Metis Global Partners
617
Metis Global Partners
California
$687K +$209K +1,029 +48%
BWM
618
BerganKDV Wealth Management
Minnesota
$684K -$6.5K -32 -1%
CT
619
Caldwell Trust
Florida
$679K – – –
HM Payson & Co
620
HM Payson & Co
Maine
$677K – – –
Wedbush Securities
621
Wedbush Securities
California
$675K +$379K +1,868 +150%
TCOT
622
Trust Company of Toledo
Ohio
$667K -$1.02K -5 -0.2%
OC
623
Oakworth Capital
Alabama
$666K +$15.4K +76 +3%
Level Four Advisory Services
624
Level Four Advisory Services
Texas
$665K +$14K +69 +2%
PWM
625
Peterson Wealth Management
Nevada
$660K -$911K -4,484 -60%