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Name Holding Trade Value Shares
Change
Change in
Stake
SWA
576
SFMG Wealth Advisors
Texas
$840K +$583 +1 +0.1%
Luther King Capital Management (LKCM)
577
Luther King Capital Management (LKCM)
Texas
$837K -$24.5K -42 -3%
NS
578
NBC Securities
Alabama
$836K +$260K +446 +43%
Marshall Wace
579
Marshall Wace
United Kingdom
$829K +$864K +1,480 New
AG
580
Ascent Group
Virginia
$828K +$228K +390 +36%
AA
581
Advisory Advocates
Michigan
$824K -$30.9K -53 -3%
ISS
582
Intesa Sanpaolo SpA.
Italy
$824K +$858K +1,471 New
CFG
583
Citizens Financial Group
Rhode Island
$800K +$92.8K +159 +13%
MB
584
MidFirst Bank
Oklahoma
$796K +$11.1K +19 +1%
PGFC
585
Peapack-Gladstone Financial Corp
New Jersey
$789K +$40.8K +70 +5%
AF
586
Allworth Financial
California
$788K -$14K -24 -2%
HCA
587
Harbor Capital Advisors
Illinois
$787K +$1.75K +3 +0.2%
D.E. Shaw & Co
588
D.E. Shaw & Co
New York
$784K +$817K +1,400 New
MGWM
589
Marks Group Wealth Management
Minnesota
$782K +$491K +842 +152%
CNBT
590
Canandaigua National Bank & Trust
New York
$781K +$814K +1,395 New
MAS
591
Meeder Advisory Services
Ohio
$757K -$41.4K -71 -5%
GIC
592
Generali Investments CEE
Czech Republic
$756K
MLL
593
Moody Lynn & Lieberson
Massachusetts
$756K +$11.7K +20 +2%
JFG
594
Jefferies Financial Group
New York
$747K -$769K -1,318 -50%
LWM
595
Liberty Wealth Management
California
$734K
AFG
596
Atomi Financial Group
New York
$733K +$36.2K +62 +5%
WPC
597
Wedmont Private Capital
Pennsylvania
$732K -$31.5K -54 -4%
TCWA
598
Turtle Creek Wealth Advisors
Texas
$727K +$174K +298 +30%
BHC
599
Bull Harbor Capital
Maryland
$723K +$30.3K +52 +4%
CAM
600
Cresset Asset Management
Illinois
$723K +$193K +331 +34%