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Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
751
Mitchell McLeod Pugh & Williams
Alabama
$682K
WA
752
Waverly Advisors
Alabama
$679K +$432K +5,405 +185%
NRS
753
Neville Rodie & Shaw
New York
$678K
CPL
754
CAP Partners LLC
Tennessee
$676K -$16.8K -210 -2%
HTIM
755
Harbour Trust & Investment Management
Indiana
$676K +$5.11K +64 +0.8%
GI
756
GAMMA Investing
California
$675K +$226K +2,826 +52%
SMF
757
Sterling Manor Financial
New York
$665K
BCM
758
Brasada Capital Management
Texas
$663K
AMG
759
Advisors Management Group
Wisconsin
$659K +$30K +376 +5%
WCA
760
Westover Capital Advisors
Delaware
$658K +$245K +3,068 +61%
PTC
761
Private Trust Company
Ohio
$655K
Tudor Investment Corp
762
Tudor Investment Corp
Connecticut
$654K -$7.08M -88,615 -92%
NCM
763
Next Capital Management
New York
$653K -$6.31K -79 -1%
PIA
764
Pinion Investment Advisors
Kansas
$652K -$5.67K -71 -0.9%
SFA
765
Sequoia Financial Advisors
Ohio
$651K +$42.9K +537 +7%
SA
766
SpiderRock Advisors
Delaware
$648K -$1.62M -20,275 -72%
SIA
767
Schechter Investment Advisors
Michigan
$648K -$21.2K -265 -3%
OIA
768
OneDigital Investment Advisors
Kansas
$645K +$69.4K +869 +12%
SIA
769
SeaBridge Investment Advisors
New Jersey
$644K
VAS
770
Vestmark Advisory Solutions
Massachusetts
$642K +$408K +5,102 +184%
SFC
771
Strategic Financial Concepts
Texas
$642K +$31.4M +392,644 +3,138%
WI
772
Wedgewood Investors
Pennsylvania
$640K +$627K +7,850 New
AWM
773
Aviso Wealth Management
Washington
$637K +$10.7K +134 +2%
CWM
774
C2C Wealth Management
Arizona
$635K
PCM
775
Pointe Capital Management
Michigan
$635K