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Name Holding Trade Value Shares
Change
Change in
Stake
ST
351
Somerset Trust
Pennsylvania
$661K -$26.1K -500 -4%
PGFC
352
Peapack-Gladstone Financial Corp
New Jersey
$658K -$175K -3,352 -22%
Simplex Trading
353
Simplex Trading
Illinois
$652K -$211K -4,053 -25%
PK
354
Pflug Koory
Nebraska
$651K – – –
FM
355
Foster & Motley
Ohio
$625K -$104K -1,998 -15%
CCC
356
Chelsea Counsel Company
California
$608K -$33.9K -650 -6%
WAM
357
Westport Asset Management
Connecticut
$606K – – –
BHIA
358
Birch Hill Investment Advisors
Massachusetts
$606K -$200K -3,845 -26%
N
359
Numerai
California
$605K -$1.05M -20,194 -64%
Capstone Investment Advisors
360
Capstone Investment Advisors
New York
$603K +$378K +7,249 +188%
WF
361
Welch & Forbes
Massachusetts
$597K -$62.6K -1,200 -10%
HTI
362
Hikari Tsushin Inc
Japan
$587K – – –
KPWS
363
Kestra Private Wealth Services
Texas
$579K +$35K +671 +7%
LOAME
364
Lombard Odier Asset Management (Europe)
United Kingdom
$571K -$119K -2,291 -18%
AWS
365
Atria Wealth Solutions
New York
$567K +$22.7K +435 +4%
KWM
366
Kingsview Wealth Management
Oregon
$565K +$104K +2,000 +24%
VSQM
367
V-Square Quantitative Management
Illinois
$559K – – –
PCMF
368
Private Capital Management (Florida)
Florida
$559K +$536K +10,287 New
DC
369
Davenport & Co
Virginia
$558K -$43.2K -828 -7%
MC
370
Matisse Capital
Oregon
$557K – – –
DWM
371
Dorchester Wealth Management
Quebec, Canada
$556K – – –
HA
372
Harbor Advisors
Florida
$554K -$438K -8,400 -45%
MPPW
373
Mitchell & Pahl Private Wealth
Oklahoma
$551K +$61.9K +1,187 +13%
LCGC
374
Legacy Capital Group California
California
$548K +$186K +3,563 +55%
RWP
375
RWA Wealth Partners
Massachusetts
$547K -$41.6K -798 -7%