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Name Holding Trade Value Shares
Change
Change in
Stake
ATC
551
Argent Trust Co
Tennessee
$690K
JIC
552
Johnson Investment Counsel
Ohio
$686K
CFO
553
Callan Family Office
Pennsylvania
$678K -$114K -453 -15%
AWP
554
Accretive Wealth Partners
New Jersey
$665K
AC
555
Avestar Capital
New York
$663K +$628K +2,495 New
TWM
556
Trueblood Wealth Management
Ohio
$662K +$252 +1 +0%
BAAM
557
Baker Avenue Asset Management
California
$658K -$21.7K -86 -3%
LFAS
558
Level Four Advisory Services
Texas
$658K -$756 -3 -0.1%
FAM
559
Flaharty Asset Management
Florida
$658K
BCM
560
Brookstone Capital Management
Illinois
$640K +$109K +431 +22%
UPS
561
UHLMANN PRICE SECURITIES
Illinois
$638K
XT
562
XTX Topco
Cayman Islands
$634K -$644K -2,555 -52%
LFIA
563
Legacy Financial Independent Advisors
Kentucky
$627K +$595K +2,361 New
HI
564
Horizon Investments
North Carolina
$625K +$154K +613 +35%
SI
565
Severin Investments
Missouri
$618K +$586K +2,325 New
DTL
566
Dynamic Technology Lab
Singapore
$611K +$579K +2,299 New
PCM
567
Polymer Capital Management
New York
$610K -$1.39M -5,500 -71%
BCV
568
Banque Cantonale Vaudoise
Switzerland
$598K -$764K -3,032 -57%
KCP
569
Kera Capital Partners
California
$589K -$14.4K -57 -3%
CFB
570
Cullen/Frost Bankers
Texas
$589K -$469K -1,863 -46%
SC
571
Syon Capital
California
$585K -$55.7K -221 -9%
GT
572
Glenview Trust
Kentucky
$584K +$554K +2,200 New
FRA
573
Frank Rimerman Advisors
California
$581K +$4.28K +17 +0.8%
BJL
574
Brighton Jones LLC
Washington
$578K +$548K +2,177 New
AWM
575
AE Wealth Management
Kansas
$574K +$118K +467 +28%