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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
851
Transamerica Financial Advisors
Florida
$999K -$37.3K -94 -4%
ICG
852
InterOcean Capital Group
Tennessee
$996K +$1.59K +4 +0.2%
SBH
853
Segall Bryant & Hamill
Illinois
$996K +$48K +121 +5%
QCG
854
Quadrant Capital Group
Ohio
$986K -$50.8K -128 -5%
CCFCSB
855
Cape Cod Five Cents Savings Bank
Massachusetts
$986K -$167K -421 -14%
WAM
856
Weatherly Asset Management
California
$985K -$49.6K -125 -5%
Verition Fund Management
857
Verition Fund Management
Connecticut
$984K -$1.05M -2,636 -51%
HBT
858
Heartland Bank & Trust
Illinois
$976K -$74.2K -187 -7%
HH
859
Hilltop Holdings
Texas
$975K +$2.38K +6 +0.2%
WP
860
Waycross Partners
Kentucky
$973K -$238K -600 -19%
OPA
861
Old Port Advisors
Maine
$971K -$51.2K -129 -5%
SS
862
Sunbelt Securities
Texas
$966K -$150K -379 -13%
KLC
863
Knowledge Leaders Capital
Colorado
$964K -$57.1K -144 -5%
MFG
864
Monumental Financial Group
Maryland
$957K +$975K +2,459 New
PAM
865
Peak Asset Management
Colorado
$953K -$49.6K -125 -5%
CB
866
Cadence Bank
Mississippi
$953K
PWM
867
Perigon Wealth Management
California
$952K +$55.1K +139 +6%
EWM
868
Empirical Wealth Management
Washington
$945K -$45.6K -115 -5%
NB
869
Nicolet Bankshares
Wisconsin
$943K +$3.57K +9 +0.4%
GCC
870
Guardian Capital (Canada)
Ontario, Canada
$942K -$31.7K -80 -3%
IC
871
Iconiq Capital
California
$923K +$1.98K +5 +0.2%
CC
872
Cannell & Co
New York
$906K
CLOS
873
Compagnie Lombard Odier SCmA
Switzerland
$903K +$254K +640 +38%
VPI
874
Value Partners Investments
Manitoba, Canada
$898K +$111K +279 +14%
DDC
875
DF Dent & Co
Maryland
$892K +$395K +996 +77%