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Name Holding Trade Value Shares
Change
Change in
Stake
ARM
651
Adirondack Research & Management
New York
$537K -$552 -10 -0.1%
9WM
652
9258 Wealth Management
Ohio
$534K +$4.75K +86 +1%
CGL
653
Clarius Group LLC
Washington
$534K +$69.9K +1,266 +17%
GAG
654
GM Advisory Group
New York
$531K +$482K +8,742 New
AC
655
Avestar Capital
New York
$530K -$74.3K -1,347 -14%
JSC
656
Jackson Square Capital
California
$523K +$108K +1,962 +30%
GC
657
Gilbert & Cook
Iowa
$521K +$48.5K +879 +11%
FTDI
658
First Trust Direct Indexing
Massachusetts
$520K -$31.1K -564 -6%
TYCC
659
Texas Yale Capital Corp
Florida
$520K
ITIM
660
Indiana Trust & Investment Management
Indiana
$519K -$48.3K -875 -9%
JWCA
661
J.W. Cole Advisors
Florida
$516K -$39.1K -708 -8%
VDI
662
Vaughan David Investments
Illinois
$513K -$102K -1,840 -18%
DWT
663
Dorsey & Whitney Trust
South Dakota
$512K -$78K -1,413 -14%
DLHL
664
Donald L. Hagan LLC
Florida
$512K -$18.8K -341 -4%
ESCM
665
Echo Street Capital Management
New York
$506K -$170K -3,089 -27%
NB
666
NBT Bank
New York
$506K -$46.9K -850 -9%
OPPTF
667
OPSEU Pension Plan Trust Fund
Ontario, Canada
$505K +$11.1K +202 +2%
ESB
668
Essex Savings Bank
Connecticut
$503K +$27.3K +495 +6%
LIM
669
Leavell Investment Management
Alabama
$502K +$13.4K +242 +3%
CBN
670
Cadence Bank NA
Texas
$502K +$28.9K +524 +7%
IFWM
671
Institute for Wealth Management
Colorado
$501K -$1.21K -22 -0.3%
OFS
672
OneAscent Financial Services
Alabama
$496K -$106K -1,922 -19%
TPWA
673
TRUE Private Wealth Advisors
Oregon
$493K -$10.9K -198 -2%
IWM
674
IHT Wealth Management
Illinois
$485K +$21.6K +392 +5%
CIAS
675
Capital Investment Advisory Services
North Carolina
$482K -$94.6K -1,714 -18%