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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
651
Wealthspire Advisors (Maryland)
Maryland
$546K +$108K +5,620 +25%
GH
652
GAM Holding
Switzerland
$537K -$77.6K -4,030 -13%
MC
653
Mathes Company
New York
$537K
MLL
654
Moody Lynn & Lieberson
Massachusetts
$535K -$3.27K -170 -0.9%
TFS
655
TrustCore Financial Services
Tennessee
$532K +$533K +27,700 New
IA
656
IFG Advisory
Georgia
$527K +$529K +27,460 New
BDS
657
Banco de Sabadell
Florida
$525K +$528K +27,400 New
PFGIA
658
Patriot Financial Group Insurance Agency
Massachusetts
$520K +$395K +20,500 +506%
CAMG
659
CWA Asset Management Group
Florida
$518K +$40.6K +2,110 +8%
DA
660
DSC Advisors
Illinois
$508K -$38.7K -2,010 -7%
RJT
661
Raymond James Trust
Florida
$505K -$38.3K -1,990 -7%
AFC
662
AFT Forsyth & Company
Florida
$498K +$500K +25,950 New
CIAS
663
Capital Investment Advisory Services
North Carolina
$497K -$41.4K -2,150 -8%
TMAM
664
Tokio Marine Asset Management
Japan
$495K -$183K -9,520 -27%
Fisher Asset Management
665
Fisher Asset Management
Washington
$494K +$89.3K +4,640 +22%
VFA
666
Voya Financial Advisors
Connecticut
$488K -$86.8K -4,510 -15%
SI
667
SII Investments
Wisconsin
$487K -$124K -6,460 -20%
Group One Trading
668
Group One Trading
Illinois
$485K -$462K -23,990 -49%
SMC
669
Smith, Moore & Co
Missouri
$483K
GC
670
Gruss & Co
Florida
$480K +$19.3K +1,000 +4%
TCM
671
Telos Capital Management
California
$476K
BAC
672
Boys Arnold & Co
North Carolina
$475K
JIC
673
Johnson Investment Counsel
Ohio
$472K +$140K +7,250 +42%
GT
674
Greenleaf Trust
Michigan
$463K +$31.6K +1,640 +7%
STA
675
Summit Trail Advisors
New York
$461K +$352K +18,280 New