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Name Holding Trade Value Shares
Change
Change in
Stake
CG
1051
Caprock Group
Idaho
$664K +$12.9K +137 +2%
VCS
1052
Vaughan & Co Securities
New Jersey
$663K +$711K +7,541 New
MSFS
1053
Main Street Financial Solutions
Pennsylvania
$658K +$30.6K +325 +5%
SSG
1054
Summit Securities Group
New York
$652K +$306K +3,242 +78%
WB
1055
Webster Bank
Connecticut
$649K -$16.9K -179 -2%
SN
1056
Sittner & Nelson
Oregon
$647K +$17.6K +187 +3%
QP
1057
Quilter Plc
United Kingdom
$647K +$73.6K +780 New
AIA
1058
Armor Investment Advisors
North Carolina
$646K -$8.49K -90 -1%
BTWM
1059
Baker Tilly Wealth Management
Wisconsin
$646K +$180K +1,911 +35%
FWTB
1060
First Western Trust Bank
Colorado
$645K +$9.34K +99 +1%
WA
1061
WBH Advisory
Maryland
$644K +$691K +7,329 New
SSW
1062
Smith Shellnut Wilson
Mississippi
$643K
TNB
1063
Thomasville National Bank
Georgia
$642K +$8.96K +95 +1%
LSV Asset Management
1064
LSV Asset Management
Illinois
$641K
CC
1065
Chicago Capital
Illinois
$640K -$73.1K -775 -10%
LJAC
1066
L.J. Altfest & Co
New York
$639K +$377 +4 +0.1%
AIM
1067
Allen Investment Management
New York
$638K
ACA
1068
Aptus Capital Advisors
Alabama
$637K +$684K +7,250 New
AWM
1069
Accurate Wealth Management
Florida
$636K +$11.6K +123 +2%
HHGA
1070
Halbert Hargrove Global Advisors
California
$633K -$29.7K -315 -4%
DPIM
1071
Duff & Phelps Investment Management
Illinois
$632K
EHAM
1072
Eagle Harbor Asset Management
Washington
$632K +$18.7K +198 +3%
CHAM
1073
Clear Harbor Asset Management
Connecticut
$630K -$760K -8,063 -53%
MIG
1074
McGuire Investment Group
Rhode Island
$629K -$283 -3 -0%
VCM
1075
Violich Capital Management
California
$629K