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Name Holding Trade Value Shares
Change
Change in
Stake
BP
526
Ballentine Partners
Massachusetts
$627K -$84K -202 -12%
CBTWT
527
Community Bank & Trust (Waco, Texas)
Texas
$626K
CA
528
Cullinan Associates
Kentucky
$626K
ESBC
529
E.S. Barr & Co
Kentucky
$607K -$41.6K -100 -6%
Cerity Partners
530
Cerity Partners
New York
$606K +$38.7K +93 +7%
AMC
531
Asset Management Corp
Illinois
$602K +$416 +1 +0.1%
AII
532
AGF Investments Inc
Ontario, Canada
$594K -$59.9K -144 -9%
UAS
533
United Asset Strategies
New York
$590K +$48.2K +116 +9%
1SB
534
1ST Source Bank
Indiana
$574K
P
535
Pitcairn
Pennsylvania
$563K -$11.2K -27 -2%
TSS
536
Two Sigma Securities
New York
$561K +$569K +1,368 New
FI
537
FormulaFolio Investments
Michigan
$558K -$48.2K -116 -8%
Bessemer Group
538
Bessemer Group
New Jersey
$558K +$79.8K +192 +16%
OWA
539
Outlook Wealth Advisors
Texas
$547K +$27.9K +67 +5%
KPWS
540
Kestra Private Wealth Services
Texas
$546K +$272K +655 +95%
IAA
541
Independent Advisor Alliance
North Carolina
$540K -$21.6K -52 -4%
CIA
542
CCM Investment Advisers
South Carolina
$540K
ARMT
543
Amica Retiree Medical Trust
Rhode Island
$539K
TCM
544
Tributary Capital Management
Nebraska
$537K -$12.5K -30 -2%
LJAC
545
L.J. Altfest & Co
New York
$535K -$832 -2 -0.2%
MFG
546
Magnus Financial Group
New York
$534K +$45.3K +109 +9%
MFG
547
Merit Financial Group
Georgia
$533K -$8.73K -21 -2%
MC
548
Moors & Cabot
Massachusetts
$527K -$69.8K -168 -12%
WANY
549
Wealthspire Advisors (New York)
New York
$523K +$155K +373 +41%
MC
550
Matisse Capital
Oregon
$522K