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Name Holding Trade Value Shares
Change
Change in
Stake
SC
601
Syon Capital
California
$890K -$90.4K -1,207 -9%
SJIM
602
St. Johns Investment Management
Florida
$889K +$14.7K +197 +2%
FPAS
603
Focus Partners Advisor Solutions
Missouri
$883K -$65.6K -876 -7%
JIC
604
Johnson Investment Counsel
Ohio
$882K -$108K -1,440 -10%
MAM
605
Mystic Asset Management
Rhode Island
$876K -$17.8K -238 -2%
GSB
606
Greenfield Savings Bank
Massachusetts
$872K -$47.4K -633 -5%
PCA
607
Peddock Capital Advisors
Massachusetts
$870K
PWG
608
Portside Wealth Group
Utah
$863K +$9.81K +131 +1%
NG
609
Norden Group
Utah
$862K -$250K -3,341 -22%
DI
610
Diligent Investors
California
$859K +$299 +4 +0%
BTWM
611
Baker Tilly Wealth Management
Wisconsin
$859K -$24.4K -326 -3%
DWM
612
Diversify Wealth Management
Utah
$859K +$353K +4,713 +76%
TG
613
TCW Group
California
$858K -$180K -2,407 -17%
APG
614
Abacus Planning Group
South Carolina
$854K -$1.57K -21 -0.2%
FC
615
Farringdon Capital
United Kingdom
$853K -$162K -2,168 -15%
OCM
616
Orleans Capital Management
Louisiana
$848K
WTC
617
WhitTier Trust Company
Nevada
$847K -$113K -1,505 -11%
TC
618
TwinBeech Capital
New York
$843K -$630K -8,409 -41%
MC
619
Moors & Cabot
Massachusetts
$842K -$12.4K -165 -1%
IWC
620
Integrated Wealth Concepts
Massachusetts
$841K +$225K +3,007 +34%
AC
621
AlphaCore Capital
California
$840K -$148K -1,979 -14%
NB
622
NBT Bank
New York
$839K -$32.6K -435 -4%
NL
623
Navalign LLC
California
$836K +$16.2K +217 +2%
PIM
624
Penobscot Investment Management
Massachusetts
$831K
PSP
625
Principal Street Partners
Tennessee
$828K +$255K +3,405 +41%