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Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
651
Paragon Capital Management (Colorado)
Colorado
$370K +$62.6K +1,460 +19%
PA
652
Parallel Advisors
California
$367K -$35K -816 -8%
DBT
653
Dubuque Bank & Trust
Iowa
$367K
CWM
654
Calamos Wealth Management
Illinois
$366K -$3.3M -76,984 -90%
PBO
655
Peoples Bank (Ohio)
Ohio
$366K -$12.4K -290 -3%
CAM
656
CenterStar Asset Management
Illinois
$355K
IFWM
657
Institute for Wealth Management
Colorado
$352K -$101K -2,356 -22%
SF
658
Synovus Financial
Georgia
$351K -$34.4K -802 -9%
BKA
659
Brick & Kyle Associates
Pennsylvania
$348K +$364K +8,474 New
YWP
660
YorkBridge Wealth Partners
New York
$343K -$67K -1,562 -16%
PP
661
Palladium Partners
Virginia
$341K -$96.2K -2,243 -21%
ATC
662
Adirondack Trust Company
New York
$337K +$11K +256 +3%
BC
663
Banced Corp
Illinois
$335K +$10.1K +236 +3%
LIM
664
Leavell Investment Management
Alabama
$334K
MWM
665
Marietta Wealth Management
Georgia
$332K -$65.6K -1,529 -16%
TAIM
666
TD Ameritrade Investment Management
Nebraska
$332K +$175K +4,067 +101%
PNC
667
Park National Corp
Ohio
$331K -$8.93K -208 -3%
CK
668
Cohen Klingenstein
New York
$328K
WAM
669
Wealthspire Advisors (Maryland)
Maryland
$328K +$75.6K +1,761 +28%
PFGIA
670
Patriot Financial Group Insurance Agency
Massachusetts
$325K -$6.35K -148 -2%
AC
671
Allstate Corporation
Illinois
$324K +$339K +7,890 New
CWM
672
Confluence Wealth Management
Oregon
$323K -$2.02K -47 -0.6%
DSC
673
Duncker Streett & Co
Missouri
$322K -$89.9K -2,096 -21%
TA
674
Tiedemann Advisors
New York
$322K +$31.4K +732 +10%
UF
675
Univest Financial
Pennsylvania
$321K -$85.8K -2,000 -20%