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Name Holding Trade Value Shares
Change
Change in
Stake
HI
551
Harbour Investments
Wisconsin
$587K +$558K +1,399 New
SIM
552
Sentry Investment Management
Wisconsin
$575K -$2.61M -6,549 -83%
PCS
553
Personal CFO Solutions
New Jersey
$571K +$38.3K +96 +8%
1SB
554
1ST Source Bank
Indiana
$566K -$19.2K -48 -3%
OWA
555
Outlook Wealth Advisors
Texas
$563K +$3.59K +9 +0.7%
EGA
556
E&G Advisors
Texas
$558K +$51.9K +130 +11%
SBH
557
Segall Bryant & Hamill
Illinois
$553K +$116K +291 +28%
CIA
558
CCM Investment Advisers
South Carolina
$552K
ARMT
559
Amica Retiree Medical Trust
Rhode Island
$550K
OFS
560
OneAscent Financial Services
Alabama
$548K +$521K +1,306 New
PFPT
561
Pinnacle Financial Partners (Tennessee)
Tennessee
$547K +$76.6K +192 +17%
MFG
562
Merit Financial Group
Georgia
$545K
SI
563
Stephens Inc
Arkansas
$531K +$33.9K +85 +7%
LOAMS
564
Lombard Odier Asset Management (Switzerland)
Switzerland
$531K +$506K +1,267 New
KeyBank National Association
565
KeyBank National Association
Ohio
$522K +$798 +2 +0.2%
FIM
566
Freedom Investment Management
Connecticut
$513K -$302K -756 -38%
LSAG
567
Lake Street Advisors Group
New Hampshire
$506K -$5.59K -14 -1%
CCM
568
Cribstone Capital Management
Maine
$506K +$36.3K +91 +8%
FAM
569
Fulcrum Asset Management
United Kingdom
$501K
SCA
570
Snowden Capital Advisors
New York
$496K +$105K +263 +29%
VAS
571
Vestmark Advisory Solutions
Massachusetts
$494K +$45.9K +115 +11%
CWP
572
Curated Wealth Partners
California
$494K +$192K +482 +69%
MC
573
Matisse Capital
Oregon
$492K -$39.9K -100 -8%
OPWM
574
Oxinas Partners Wealth Management
Indiana
$484K -$4.79K -12 -1%
HDIM
575
Hanson & Doremus Investment Management
Vermont
$476K -$50.3K -126 -10%