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Name Holding Trade Value Shares
Change
Change in
Stake
CSC
876
Caldwell Sutter Capital
California
$594K -$49.2K -590 -7%
QCM
877
QRG Capital Management
Illinois
$593K -$16.8K -201 -3%
TPCW
878
TD Private Client Wealth
New York
$589K +$152K +1,827 +34%
DS
879
DRW Securities
Illinois
$588K +$602K +7,223 New
GSB
880
Greenfield Savings Bank
Massachusetts
$588K -$3.17K -38 -0.5%
HWA
881
HHM Wealth Advisors
Tennessee
$585K -$15K -180 -2%
SAF
882
Smith Anglin Financial
Texas
$585K +$83 +1 +0%
PAS
883
Park Avenue Securities
New York
$579K -$60.6K -727 -9%
SMA
884
Sage Mountain Advisors
Georgia
$577K -$14.9K -179 -2%
FWA
885
Flagship Wealth Advisors
Massachusetts
$572K +$10.8K +130 +2%
OFC
886
Oakland Financial Corp
$571K
SWM
887
Selective Wealth Management
Virginia
$567K -$378K -4,529 -39%
KFS
888
Kaizen Financial Strategies
California
$565K +$10.7K +128 +2%
AMIM
889
Aull & Monroe Investment Management
Alabama
$565K -$16.7K -200 -3%
RFO
890
RiverGlades Family Offices
Florida
$563K
DT
891
Diversified Trust
Tennessee
$560K +$48.8K +585 +9%
SCTC
892
Sanibel Captiva Trust Company
Florida
$559K +$12.5K +150 +2%
IPWA
893
International Private Wealth Advisors
California
$557K +$72.5K +870 +15%
MLL
894
Moody Lynn & Lieberson
Massachusetts
$557K -$6.84K -82 -1%
Balyasny Asset Management
895
Balyasny Asset Management
Illinois
$555K +$141K +1,692 +33%
JCM
896
Jacobi Capital Management
Pennsylvania
$554K +$216K +2,591 +62%
BWP
897
Balboa Wealth Partners
Arizona
$553K -$51.1K -613 -8%
PFA
898
Pure Financial Advisors
California
$551K +$563K +6,755 New
WP
899
Wealthspan Partners
Iowa
$550K -$23K -276 -4%
IAG
900
Ipsen Advisor Group
Arkansas
$549K +$68.9K +827 +14%