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Name Holding Trade Value Shares
Change
Change in
Stake
SMG
676
Spectrum Management Group
Indiana
$564K
DA
677
DSC Advisors
Illinois
$564K +$3.03K +11 +0.5%
MF
678
Magnetar Financial
Illinois
$559K +$578K +2,103 New
IEFM
679
IQ EQ Fund Management
Ireland
$553K
TA
680
TCG Advisors
Texas
$547K +$566K +2,056 New
BFO
681
Boston Family Office
Massachusetts
$540K
CWM
682
Confluence Wealth Management
Oregon
$540K +$22.8K +83 +4%
OLA
683
Oliver Luxxe Assets
New Jersey
$539K
EWM
684
Evercore Wealth Management
New York
$538K +$40.2K +146 +8%
PHAM
685
Palisades Hudson Asset Management
Florida
$534K
SHGA
686
Sand Hill Global Advisors
California
$533K +$77.3K +281 +16%
BWP
687
BSW Wealth Partners
Colorado
$532K +$550K +2,000 New
VFM
688
Viking Fund Management
North Dakota
$532K +$550K +2,000 New
PTC
689
Private Trust Company
Ohio
$531K +$18.2K +66 +3%
GCC
690
Guardian Capital (Canada)
Ontario, Canada
$529K +$67.1K +244 +14%
ESBC
691
E.S. Barr & Co
Kentucky
$526K
SYBT
692
Stock Yards Bank & Trust
Kentucky
$518K
CCA
693
Conestoga Capital Advisors
Pennsylvania
$516K -$48.1K -175 -8%
CG
694
Caprock Group
Idaho
$513K -$12.1K -44 -2%
ZB
695
Zions Bancorporation
Utah
$511K -$6.6K -24 -1%
GG
696
Gofen & Glossberg
Illinois
$509K
HIM
697
Hillsdale Investment Management
Ontario, Canada
$507K -$35.8K -130 -6%
TFS
698
Thoroughbred Financial Services
Tennessee
$507K +$141K +512 +37%
PWPS
699
Pinnacle Wealth Planning Services
Ohio
$502K +$49K +178 +10%
GCP
700
GSA Capital Partners
United Kingdom
$501K -$541K -1,967 -51%