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Name Holding Trade Value Shares
Change
Change in
Stake
PWG
551
Portside Wealth Group
Utah
$583K -$7.83K -22 -1%
Fayez Sarofim & Co
552
Fayez Sarofim & Co
Texas
$570K
IBOK
553
Independence Bank of Kentucky
Kentucky
$570K +$112K +315 +21%
DFCM
554
Dark Forest Capital Management
Puerto Rico
$566K +$636K +1,788 New
HWAM
555
Hennion & Walsh Asset Management
New Jersey
$562K -$222K -625 -26%
PIM
556
Plato Investment Management
Australia
$559K -$18.2K -51 -3%
LTAS
557
Linden Thomas Advisory Services
North Carolina
$559K -$4.27K -12 -0.7%
PVI
558
Pine Valley Investments
New Jersey
$549K -$3.75M -10,535 -86%
BTI
559
Blue Trust Inc
Georgia
$549K -$85.4K -240 -14%
CWM
560
Circle Wealth Management
New Jersey
$548K
JFGIW
561
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$548K +$211K +592 +52%
MOS
562
MGO One Seven
Ohio
$544K +$22.1K +62 +4%
HIC
563
Harvey Investment Company
Kentucky
$542K
SG
564
StoneX Group
New York
$540K -$472K -1,325 -44%
GEM
565
Global Endowment Management
North Carolina
$537K -$167K -470 -22%
GFP
566
Gryphon Financial Partners
Ohio
$524K -$6.76K -19 -1%
PA
567
Parallel Advisors
California
$520K -$45.9K -129 -7%
LAM
568
LECAP Asset Management
United Kingdom
$520K +$585K +1,643 New
MC
569
Moors & Cabot
Massachusetts
$519K +$14.2K +40 +3%
IWC
570
Integrated Wealth Concepts
Massachusetts
$510K -$9.61K -27 -2%
NSIM
571
North Star Investment Management
Illinois
$507K
SACTSONJ
572
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$507K
CL
573
CSS LLC
Illinois
$507K +$570K +1,600 New
SC
574
Shearwater Capital
Colorado
$503K
CAM
575
Cidel Asset Management
Ontario, Canada
$500K +$59.1K +166 +12%