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Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
601
King Wealth Management Group
Florida
$161K +$148K +10,214 New
AIP
602
Ameritas Investment Partners
Nebraska
$160K -$16.4K -1,132 -10%
Jones Financial Companies
603
Jones Financial Companies
Missouri
$159K -$1.05K -73 -0.7%
AC
604
Asio Capital
Kentucky
$158K
BAM
605
BOCHK Asset Management
Hong Kong
$158K +$144K +10,000 New
ESB
606
Essex Savings Bank
Connecticut
$157K
FFA
607
Farther Finance Advisors
California
$151K +$8.7K +602 +7%
PCC
608
Park Circle Company
Maryland
$148K
MCM
609
Manchester Capital Management
Vermont
$148K +$38.2K +2,642 +39%
AC
610
AlphaCore Capital
California
$140K +$867 +60 +0.7%
VanEck Associates
611
VanEck Associates
New York
$139K +$4.94K +342 +4%
RIL
612
Rothschild Investment LLC
Illinois
$132K -$66.3K -4,590 -36%
CFB
613
Cullen/Frost Bankers
Texas
$131K -$12.6K -870 -10%
FHA
614
First Horizon Advisors
Tennessee
$130K -$1.04K -72 -0.9%
First Manhattan
615
First Manhattan
New York
$126K -$29.3K -2,025 -20%
AA
616
AlphaMark Advisors
Kentucky
$120K -$33.9K -2,350 -24%
HCM
617
Highlander Capital Management
New Jersey
$114K
PA
618
Parallel Advisors
California
$111K +$8.52K +590 +9%
AWM
619
AllSquare Wealth Management
New York
$109K
HT
620
Headlands Technologies
Illinois
$107K +$93.4K +6,467 +2,326%
CF
621
Centaurus Financial
California
$106K +$97K +6,713 New
GRP
622
Global Retirement Partners
California
$103K -$1.17K -81 -1%
TPCW
623
TD Private Client Wealth
New York
$97.7K -$137K -9,468 -61%
SIC
624
SJS Investment Consulting
Ohio
$96.5K +$58 +4 +0.1%
PFBT
625
Parkside Financial Bank & Trust
Missouri
$86.5K +$1.55K +107 +2%