Name Holding Trade Value Shares
Change
Change in
Stake
CI
926
Clal Insurance
Israel
$520K – – –
WGAM
927
Wilkinson Global Asset Management
New York
$520K – – –
SSW
928
Smith Shellnut Wilson
Mississippi
$519K +$9.07K +28 +2%
ADL
929
Asset Dedication LLC
California
$516K +$15.2K +47 +3%
BCM
930
Brookstone Capital Management
Illinois
$511K +$87.2K +269 +22%
V
931
VeraBank
Texas
$510K – – –
GFS
932
GYL Financial Synergies
Connecticut
$508K – – –
AWM
933
Aberdeen Wealth Management
Illinois
$506K – – –
ANTB
934
AMG National Trust Bank
Colorado
$505K -$90.7K -280 -16%
MPCG
935
Matrix Private Capital Group
New York
$505K +$40.2K +124 +9%
SC
936
Stephens Consulting
Michigan
$500K +$467K +1,442 New
OBGC
937
O'Brien Greene & Co
Pennsylvania
$499K +$13K +40 +3%
HBT
938
Heartland Bank & Trust
Illinois
$498K +$466K +1,438 New
PM
939
Phraction Management
Connecticut
$498K +$466K +1,439 New
TIA
940
Tiemann Investment Advisors
California
$497K – – –
LA
941
Latitude Advisors
Florida
$496K -$28.5K -88 -6%
ACM
942
AlphaStar Capital Management
North Carolina
$495K +$488K +1,506 New
TCOO
943
Trust Company of Oklahoma
Oklahoma
$494K – – –
DT
944
Diversified Trust
Tennessee
$492K -$14.9K -46 -3%
XWM
945
Xcel Wealth Management
Florida
$492K +$114K +351 +33%
AWM
946
AllSquare Wealth Management
New York
$491K – – –
GWM
947
GDS Wealth Management
Texas
$490K +$458K +1,414 New
SCA
948
Snowden Capital Advisors
New York
$487K -$804K -2,482 -64%
SMA
949
Sage Mountain Advisors
Georgia
$486K +$648 +2 +0.1%
SOAMC
950
Spirit of America Management Corp
New York
$485K – – –