Name Holding Trade Value Shares
Change
Change in
Stake
WANY
626
Wealthspire Advisors (New York)
New York
$454K -$446K -2,648 -50%
AMG
627
Advisors Management Group
Wisconsin
$453K – – –
PL
628
Parthenon LLC
Kentucky
$453K – – –
SW
629
SVB Wealth
Massachusetts
$453K +$439K +2,604 New
CAM
630
Columbia Asset Management
Michigan
$450K – – –
HI
631
Hudock Inc
Pennsylvania
$448K +$842 +5 +0.2%
MRCM
632
M&R Capital Management
New Jersey
$444K – – –
TCM
633
Teza Capital Management
Illinois
$443K -$1.15M -6,835 -73%
HC
634
Hendley & Co
Ohio
$442K – – –
AIM
635
Allen Investment Management
New York
$439K – – –
CS
636
Comerica Securities
Michigan
$439K – – –
AWMT
637
AAFMAA Wealth Management & Trust
North Carolina
$438K – – –
WI
638
WBI Investments
New Jersey
$433K +$419K +2,488 New
SC
639
Schulhoff & Co
Ohio
$432K – – –
SCA
640
Snowden Capital Advisors
New York
$431K +$149K +882 +55%
QSS
641
Quantitative Systematic Strategies
Florida
$430K +$416K +2,470 New
HH
642
Hilltop Holdings
Texas
$428K +$50.4K +299 +14%
HHAA
643
Henry H. Armstrong Associates
Pennsylvania
$423K – – –
VAS
644
Vestmark Advisory Solutions
Massachusetts
$423K +$39.1K +232 +11%
JWCA
645
J.W. Cole Advisors
Florida
$423K +$52.7K +313 +15%
BMO
646
Beck Mack & Oliver
New York
$422K +$3.37K +20 +0.8%
WAOTB
647
Wealth Advisors of Tampa Bay
Florida
$418K – – –
ED
648
Exane Derivatives
France
$416K -$125K -745 -24%
LWM
649
Loveless Wealth Management
Montana
$414K -$3.37K -20 -0.8%
WA
650
WealthTrust Axiom
Pennsylvania
$411K – – –