Name Holding Trade Value Shares
Change
Change in
Stake
PTC
626
Private Trust Company
Ohio
$695K -$77.2K -383 -10%
LRPA
627
L. Roy Papp & Associates
Arizona
$688K +$18.7K +93 +3%
CFGS
628
Concourse Financial Group Securities
Alabama
$687K +$603K +2,994 +1,274%
CWA
629
Clarus Wealth Advisors
Arizona
$684K +$230K +1,143 +54%
FC
630
Ferris Capital
Massachusetts
$672K +$46.1K +229 +8%
MAFM
631
Mid Atlantic Financial Management
Pennsylvania
$663K +$105K +520 +20%
BPCA
632
Bank Pictet & Cie (Asia)
Singapore
$656K +$621K +3,080 New
GT
633
Greenleaf Trust
Michigan
$652K +$55.6K +276 +10%
CT
634
Caldwell Trust
Florida
$650K +$615K +3,053 New
VF
635
Virtu Financial
New York
$649K +$614K +3,046 New
FC
636
Farley Capital
New York
$642K +$608K +3,017 New
CTC
637
Central Trust Company
Missouri
$639K -$50K -248 -8%
NAM
638
Nexpoint Asset Management
Texas
$639K +$605K +3,000 New
SIGI
639
Susquehanna International Group (Ireland)
Ireland
$639K +$605K +3,000 New
S
640
SignatureFD
Georgia
$636K +$75K +372 +14%
SFS
641
Sowell Financial Services
Arkansas
$634K +$295K +1,466 +97%
CAN
642
Cetera Advisor Networks
California
$631K +$8.06K +40 +1%
DWT
643
Dorsey & Whitney Trust
South Dakota
$628K +$55.8K +277 +10%
MSS
644
Mitchell Sinkler & Starr
Pennsylvania
$627K +$322K +1,600 +119%
BPC
645
Banque Pictet & Cie
Switzerland
$627K +$593K +2,945 New
PNAA
646
Pictet North America Advisors
Switzerland
$627K +$593K +2,945 New
Lido Advisors
647
Lido Advisors
California
$626K +$9.47K +47 +2%
WP
648
WealthShield Partners
North Carolina
$624K +$35.5K +176 +6%
IC
649
IEQ Capital
California
$624K +$591K +2,933 New
CA
650
Clearstead Advisors
Ohio
$623K -$9.07K -45 -2%