Name Holding Trade Value Shares
Change
Change in
Stake
CC
826
Corton Capital
Ontario, Canada
$769K +$523K +1,822 +177%
IWA
827
Icon Wealth Advisors
Texas
$769K +$819K +2,851 New
ANTB
828
AMG National Trust Bank
Colorado
$768K +$279K +973 +52%
GFS
829
GYL Financial Synergies
Connecticut
$767K – – –
SCI
830
Stableford Capital II
Arizona
$765K -$2.3K -8 -0.3%
CA
831
Clearstead Advisors
Ohio
$762K +$1.72K +6 +0.2%
EWA
832
EverSource Wealth Advisors
Alabama
$758K -$28.1K -98 -3%
QCG
833
Quadrant Capital Group
Ohio
$757K +$17.8K +62 +2%
GAM
834
Griffin Asset Management
New York
$754K -$1.44K -5 -0.2%
CGL
835
Clarius Group LLC
Washington
$754K +$58K +202 +8%
FFC
836
First Financial Corp
Indiana
$749K +$12.6K +44 +2%
HLOC
837
H.L. Ormond & Company
North Carolina
$742K +$42.5K +148 +6%
PCM
838
Pointe Capital Management
Michigan
$733K -$1.72K -6 -0.2%
MMA
839
Miracle Mile Advisors
California
$731K +$2.58K +9 +0.3%
GIA
840
Gladstone Institutional Advisory
Florida
$730K -$95.1K -331 -11%
NL
841
Navalign LLC
California
$730K +$50.5K +176 +7%
FCI
842
Financial Counselors Inc
Kansas
$728K – – –
BCA
843
Bay Colony Advisors
Massachusetts
$726K +$188K +654 +32%
CCA
844
Conestoga Capital Advisors
Pennsylvania
$721K – – –
BS
845
Boenning & Scattergood
Pennsylvania
$719K -$10.1K -35 -1%
HPC
846
HM Payson & Co
Maine
$717K -$6.89K -24 -0.9%
AIM
847
Aigen Investment Management
New York
$716K +$763K +2,656 New
PTC
848
Private Trust Company
Ohio
$713K -$1.72K -6 -0.2%
WP
849
WealthSource Partners
California
$711K +$100K +349 +15%
ECM
850
Evergreen Capital Management
Washington
$708K +$128K +447 +21%