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Name Holding Trade Value Shares
Change
Change in
Stake
WANY
751
Wealthspire Advisors (New York)
New York
$382K +$71.5K +355 +25%
FAT
752
First American Trust
California
$379K -$3.84M -19,056 -91%
SC
753
Scotia Capital
Ontario, Canada
$375K -$10.7K -53 -3%
SFSIG
754
San Francisco Sentry Investment Group
California
$370K -$6.85K -34 -2%
SS
755
Simplicity Solutions
Minnesota
$369K +$13.3K +66 +4%
PIA
756
Pinion Investment Advisors
Kansas
$367K -$16.1K -80 -4%
PAM
757
Palisade Asset Management
Minnesota
$366K +$23.8K +118 +7%
BDWM
758
Brewin Dolphin Wealth Management
Ireland
$365K – – –
VCM
759
Violich Capital Management
California
$363K – – –
AIC
760
Archer Investment Corporation
Indiana
$362K – – –
ONB
761
Old National Bancorp
Indiana
$360K -$178K -882 -34%
SCI
762
Stableford Capital II
Arizona
$359K -$1.61K -8 -0.5%
KFGK
763
Keystone Financial Group (Kentucky)
Kentucky
$358K – – –
CAAS
764
Capital Asset Advisory Services
Michigan
$357K +$333K +1,651 New
CA
765
Cetera Advisors
Colorado
$355K -$403 -2 -0.1%
EI
766
Ethic Inc
New York
$355K +$336K +1,666 New
HKAM
767
Horizon Kinetics Asset Management
New York
$354K – – –
WKWM
768
Walter & Keenan Wealth Management
Indiana
$351K -$331K -1,645 -50%
ATPW
769
Ashton Thomas Private Wealth
Arizona
$351K +$806 +4 +0.2%
FNBT
770
FineMark National Bank & Trust
Florida
$348K -$271K -1,346 -45%
SSA
771
South Street Advisors
New York
$347K – – –
APP
772
Avantax Planning Partners
Iowa
$345K -$19.7K -98 -6%
RMSCM
773
R.M. Sincerbeaux Capital Management
New York
$341K – – –
FMLI
774
Fukoku Mutual Life Insurance
Japan
$341K +$80.6K +400 +33%
GLI
775
Guardian Life Insurance
New York
$337K – – –