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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
1001
Carnegie Investment Counsel
Ohio
$517K -$136K -328 -20%
HFG
1002
Heron Financial Group
New York
$517K +$4.55K +11 +0.8%
DEM
1003
Disciplined Equity Management
Florida
$515K +$16.6K +40 +3%
CB
1004
CNB Bank
Pennsylvania
$515K +$20.7K +50 +4%
HG
1005
Harbor Group
New Hampshire
$512K
PCM
1006
Penserra Capital Management
California
$510K +$7.04K +17 +1%
TFA
1007
Transamerica Financial Advisors
Florida
$509K +$546K +1,319 New
FL
1008
Fort LP
Maryland
$506K -$584K -1,410 -52%
TCM
1009
Triumph Capital Management
Colorado
$506K +$24K +58 +5%
BC
1010
BIT Capital
Germany
$505K +$519K +1,253 +2,238%
Lido Advisors
1011
Lido Advisors
California
$503K -$6.21K -15 -1%
IB
1012
Intrust Bank
Kansas
$503K +$149K +359 +38%
LJAC
1013
L.J. Altfest & Co
New York
$503K +$287K +692 +113%
PAI
1014
Pittenger & Anderson Inc
Nebraska
$502K +$185K +446 +52%
OPS
1015
Orion Portfolio Solutions
Nebraska
$497K -$8.7K -21 -2%
GC
1016
Gilbert & Cook
Iowa
$496K -$160K -386 -23%
FCH
1017
Freestone Capital Holdings
Washington
$495K -$390K -942 -42%
GSC
1018
Ground Swell Capital
South Carolina
$491K +$528K +1,274 New
1CP
1019
17 Capital Partners
Arizona
$490K +$526K +1,270 New
FNT
1020
First National Trust
Pennsylvania
$485K -$23.6K -57 -4%
KFP
1021
KMG Fiduciary Partners
Ohio
$484K -$41.4K -100 -7%
CPWA
1022
Cerro Pacific Wealth Advisors
California
$483K -$1.66K -4 -0.3%
QI
1023
Qtron Investments
Massachusetts
$482K -$167K -404 -24%
IRC
1024
Investors Research Corp
Georgia
$482K +$518K +1,250 New
TW
1025
TrinityPoint Wealth
Connecticut
$481K -$1.24K -3 -0.2%