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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
451
Dakota Wealth Management
Florida
$641K +$514K +6,200 New
ATC
452
Argent Trust Co
Tennessee
$634K -$23.5K -284 -4%
FI
453
Fosun International
China
$634K
BAM
454
Bruderman Asset Management
New York
$625K -$846K -10,206 -63%
WF
455
Welch & Forbes
Massachusetts
$624K +$497K +6,000 New
HF
456
HRT Financial
New York
$623K +$497K +5,992 New
BG
457
Bahl & Gaynor
Ohio
$620K
ECM
458
Evergreen Capital Management
Washington
$618K +$4.81K +58 +1%
CFB
459
Cullen/Frost Bankers
Texas
$616K +$16.6K +200 +3%
WAAG
460
Wealth Alliance Advisory Group
Kansas
$609K +$160K +1,930 +49%
GHAM
461
Gilman Hill Asset Management
Connecticut
$606K -$45.6K -550 -9%
KeyBank National Association
462
KeyBank National Association
Ohio
$604K +$24.9K +301 +5%
NSIM
463
North Star Investment Management
Illinois
$593K
CAMG
464
CWA Asset Management Group
Florida
$591K -$22.5K -272 -5%
SWRP
465
Summit Wealth & Retirement Planning
California
$576K -$2.65K -32 -0.6%
TC
466
Tacita Capital
Ontario, Canada
$575K +$35.2K +425 +8%
WG
467
Winton Group
United Kingdom
$568K +$453K +5,466 New
MPPW
468
Mitchell & Pahl Private Wealth
Oklahoma
$567K +$76.7K +926 +20%
LSPW
469
Lake Street Private Wealth
Illinois
$567K +$80.3K +969 +22%
APA
470
American Portfolios Advisors
New York
$566K -$74.8K -903 -14%
SCM
471
SevenOneSeven Capital Management
Pennsylvania
$554K -$4.97K -60 -1%
LG
472
Leuthold Group
Minnesota
$554K +$441K +5,325 New
FTUS
473
Flow Traders U.S.
New York
$552K +$440K +5,306 New
SSG
474
Summit Securities Group
New York
$551K -$14.8M -178,200 -97%
AWM
475
AE Wealth Management
Kansas
$543K +$26.4K +319 +7%