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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
301
IHT Wealth Management
Illinois
$13K -$70.9K -1,176 -85%
NSIM
302
North Star Investment Management
Illinois
$13K -$54.2K -900 -81%
Fifth Third Bancorp
303
Fifth Third Bancorp
Ohio
$13K -$30.1K -500 -70%
HCM
304
Horrell Capital Management
Arkansas
$12K
PFSC
305
Peoples Financial Services Corp
Pennsylvania
$12K
PWM
306
Perigon Wealth Management
California
$12K
PK
307
Pflug Koory
Nebraska
$12K
TCM
308
Tradewinds Capital Management
Washington
$12K
HIIFS
309
Harel Insurance Investments & Financial Services
Israel
$12K +$11.4K +190 New
SFSIG
310
San Francisco Sentry Investment Group
California
$11K
WTC
311
WhitTier Trust Company
Nevada
$10K
EWM
312
Edge Wealth Management
New York
$9K
VCM
313
Versant Capital Management
Arizona
$9K
MFT
314
Moisand Fitzgerald Tamayo
Florida
$9K +$9.04K +150 New
Acadian Asset Management
315
Acadian Asset Management
Massachusetts
$8K
KF
316
Krilogy Financial
Missouri
$7K
SPIA
317
Steward Partners Investment Advisory
New York
$7K
WAM
318
Wealthspire Advisors (Maryland)
Maryland
$7K +$1.15K +19 +20%
GBBWRPM
319
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K +$7.53K +125 New
CBOA
320
Commonwealth Bank of Australia
Australia
$6K -$42.2K -700 -88%
CBT
321
Central Bank & Trust
Kentucky
$6K
JCM
322
Jacobi Capital Management
Pennsylvania
$6K
MCM
323
Manchester Capital Management
Vermont
$6K
NFG
324
Next Financial Group
Texas
$6K
ASN
325
Advisory Services Network
Georgia
$6K +$5.48K +91 New