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Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
601
Twelve Points Wealth Management
Massachusetts
$552K +$32.7K +696 +6%
Lido Advisors
602
Lido Advisors
California
$546K -$58.4K -1,241 -9%
JCM
603
J2 Capital Management
Michigan
$544K -$2.87K -61 -0.5%
FHB
604
First Hawaiian Bank
Hawaii
$538K -$145K -3,082 -20%
BFG
605
Bleakley Financial Group
New Jersey
$537K +$706 +15 +0.1%
NFG
606
Nations Financial Group
Iowa
$532K -$27.9K -594 -5%
DCM
607
DGS Capital Management
New Jersey
$528K -$12.9K -274 -2%
TI
608
Truepoint Inc
Ohio
$527K +$154K +3,283 +39%
TAM
609
Titleist Asset Management
Texas
$527K -$78.3K -1,664 -12%
BA
610
Bristlecone Advisors
Washington
$522K
WCM
611
Whitener Capital Management
North Carolina
$519K +$19.5K +415 +4%
CW
612
CreativeOne Wealth
Kansas
$516K -$150K -3,187 -22%
IAIM
613
International Assets Investment Management
Florida
$514K -$406K -8,630 -43%
SGI
614
Summit Global Investments
Utah
$514K -$7.64M -162,286 -93%
AM
615
AGF Management
Ontario, Canada
$512K +$539K +11,448 New
UCFA
616
United Capital Financial Advisors
Texas
$509K -$176K -3,731 -25%
BRWA
617
B. Riley Wealth Advisors
Florida
$509K +$40.3K +857 +8%
NSIM
618
North Star Investment Management
Illinois
$501K +$3.2K +68 +0.6%
DI
619
Diligent Investors
California
$500K
PNC
620
Park National Corp
Ohio
$498K -$5.55K -118 -1%
WANY
621
Wealthspire Advisors (New York)
New York
$497K +$5.03K +107 +1%
OTL
622
Oak Thistle LLC
New York
$496K +$521K +11,082 New
CCMU
623
Cheyne Capital Management (UK)
United Kingdom
$492K
FAM
624
Formidable Asset Management
Ohio
$492K +$20.3K +431 +4%
OCBCO
625
Oversea-Chinese Banking Corp (OCBC)
Singapore
$488K -$728K -15,478 -59%