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Name Holding Trade Value Shares
Change
Change in
Stake
PA
1076
Procyon Advisors
Connecticut
$910K -$281K -1,855 -24%
AIM
1077
Anchor Investment Management
South Carolina
$907K +$50.8K +335 +6%
RWM
1078
Rockline Wealth Management
New York
$906K +$95.4K +630 +12%
TFA
1079
Toth Financial Advisory
Virginia
$899K -$12.1K -80 -1%
GA
1080
Geller Advisors
New York
$892K +$9.09K +60 +1%
YC
1081
Yarbrough Capital
Tennessee
$891K
IFU
1082
iSAM Funds (UK)
United Kingdom
$891K +$617K +4,075 +230%
CIC
1083
Chilton Investment Company
Connecticut
$890K -$342K -2,255 -28%
NCFG
1084
New Century Financial Group
New Jersey
$881K -$37.9K -250 -4%
MFG
1085
MidWestOne Financial Group
Iowa
$880K +$9.85K +65 +1%
RCM
1086
RB Capital Management
Nevada
$878K +$6.06K +40 +0.7%
GWM
1087
Greenwich Wealth Management
Connecticut
$874K +$6.82K +45 +0.8%
CBT
1088
Central Bank & Trust
Kentucky
$872K -$18.9K -125 -2%
ECM
1089
EMC Capital Management
Texas
$868K
HBT
1090
Heartland Bank & Trust
Illinois
$867K +$861K +5,685 New
ONB
1091
Old National Bancorp
Indiana
$866K +$84.8K +560 +11%
AC
1092
Avestar Capital
New York
$862K +$126K +830 +17%
PAG
1093
Private Advisory Group
Washington
$860K +$43.2K +285 +5%
KWM
1094
Keebeck Wealth Management
Illinois
$860K
ECA
1095
Elevated Capital Advisors
Utah
$858K -$4.54K -30 -0.5%
IA
1096
IFP Advisors
Florida
$858K -$53K -350 -6%
AWM
1097
Accurate Wealth Management
Florida
$857K -$516K -3,405 -36%
HTC
1098
Haverford Trust Company
Pennsylvania
$850K +$4.54K +30 +0.5%
LA
1099
LBP AM
France
$846K -$37.8M -249,215 -98%
SMA
1100
Sage Mountain Advisors
Georgia
$846K -$6.82K -45 -0.8%