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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
551
Wedmont Private Capital
Pennsylvania
$684K +$392K +882 +152%
PA
552
Parallel Advisors
California
$681K +$53.4K +120 +9%
MNBTD
553
Moody National Bank Trust Division
Texas
$681K +$647K +1,454 New
BTWM
554
Baker Tilly Wealth Management
Wisconsin
$673K +$58.3K +131 +10%
IAA
555
Independent Advisor Alliance
North Carolina
$666K +$50.3K +113 +9%
Assenagon Asset Management
556
Assenagon Asset Management
Luxembourg
$659K -$33.8K -76 -5%
BAM
557
Bayshore Asset Management
Florida
$652K
GLA
558
Great Lakes Advisors
Illinois
$652K +$49.4K +111 +9%
BF
559
BOK Financial
Oklahoma
$652K +$99.2K +223 +19%
TCM
560
Tributary Capital Management
Nebraska
$651K +$211K +475 +52%
CI
561
Conning Inc
Connecticut
$646K -$4.45K -10 -0.7%
BP
562
Ballentine Partners
Massachusetts
$641K -$35.2K -79 -5%
NW
563
NewEdge Wealth
Pennsylvania
$637K +$238K +534 +65%
SPC
564
Sigma Planning Corp
Michigan
$634K +$4.89K +11 +0.8%
AWM
565
Adams Wealth Management
Utah
$634K +$95.7K +215 +19%
TAM
566
Trust Asset Management
Texas
$633K +$23.1K +52 +4%
1SB
567
1ST Source Bank
Indiana
$632K
SOAMC
568
Spirit of America Management Corp
New York
$632K
TFA
569
Toth Financial Advisory
Virginia
$632K +$601K +1,350 New
MFG
570
Merit Financial Group
Georgia
$623K +$6.23K +14 +1%
RFC
571
Regions Financial Corp
Alabama
$618K -$64.1K -144 -10%
QI
572
Qtron Investments
Massachusetts
$617K +$587K +1,319 New
AIM
573
Allen Investment Management
New York
$613K
P
574
Pitcairn
Pennsylvania
$610K +$11.6K +26 +2%
FT
575
Fiduciary Trust
Massachusetts
$606K -$445 -1 -0.1%