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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
676
Windsor Capital Management
Arizona
$585K -$9.25K -137 -1%
SDAM
677
Shulman DeMeo Asset Management
New York
$585K +$1.75K +26 +0.3%
MSWM
678
McGlone Suttner Wealth Management
Wisconsin
$585K +$80K +1,185 +13%
TF
679
TIAA FSB
Florida
$583K -$14M -207,630 -95%
FFS
680
Founders Financial Securities
Maryland
$582K -$2.56K -38 -0.4%
CCG
681
Ceeto Capital Group
Florida
$579K
DT
682
Diversified Trust
Tennessee
$577K -$1.58M -23,424 -70%
CGFA
683
Colton Groome Financial Advisors
North Carolina
$576K +$301K +4,457 +81%
CGL
684
Clarius Group LLC
Washington
$572K -$18.9K -280 -3%
AWM
685
Apollon Wealth Management
South Carolina
$571K +$104K +1,536 +18%
SW
686
SVB Wealth
Massachusetts
$568K -$410K -6,070 -38%
WIC
687
Woodmont Investment Counsel
Tennessee
$567K
Fayez Sarofim & Co
688
Fayez Sarofim & Co
Texas
$567K -$40K -592 -6%
TYCC
689
Texas Yale Capital Corp
Florida
$565K
GAM
690
Gotham Asset Management
New York
$558K -$673K -9,965 -51%
PFGIA
691
Patriot Financial Group Insurance Agency
Massachusetts
$555K +$25.2K +374 +4%
DI
692
DFPG Investments
Utah
$554K +$27.3K +405 +4%
WTC
693
WhitTier Trust Company
Nevada
$554K -$87.1K -1,291 -12%
HH
694
Hilltop Holdings
Texas
$552K -$8.71K -129 -1%
NP
695
Nilsine Partners
Colorado
$552K +$642K +9,519 New
DA
696
Denali Advisors
California
$550K +$40.5K +600 +7%
CF
697
Copperwynd Financial
Arizona
$550K -$6.14K -91 -1%
JWCA
698
J.W. Coons Advisors
Ohio
$550K +$176K +2,615 +38%
LP
699
LMR Partners
United Kingdom
$547K -$1.97M -29,123 -76%
CAGAS
700
Capital Advisory Group Advisory Services
Minnesota
$547K +$1.96K +29 +0.3%