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Name Holding Trade Value Shares
Change
Change in
Stake
FBT
1051
First Bank & Trust
South Dakota
$958K -$42.8K -388 -4%
FCM
1052
Firsthand Capital Management
California
$957K -$3.31M -30,000 -75%
DRD
1053
Dennis R. Delaney
$957K +$110K +1,000 +11%
PCS
1054
Personal CFO Solutions
New Jersey
$954K +$89.1K +807 +9%
AWM
1055
Altium Wealth Management
New York
$953K +$137K +1,237 +14%
SCM
1056
Silvant Capital Management
Georgia
$952K
WAM
1057
Wealthspire Advisors (Maryland)
Maryland
$951K -$22.1K -200 -2%
BBNA
1058
Bremer Bank National Association
Minnesota
$947K -$57K -516 -5%
HPC
1059
HM Payson & Co
Maine
$943K -$46.4K -420 -4%
CT
1060
Coastline Trust
Rhode Island
$943K +$386K +3,500 +55%
AIA
1061
AIMZ Investment Advisors
California
$939K
LFA
1062
Lighthouse Financial Advisors
Maryland
$939K +$1.08M +9,817 New
NFG
1063
Next Financial Group
Texas
$937K +$120K +1,088 +13%
PFS
1064
Prospera Financial Services
Texas
$934K +$125K +1,131 +13%
RIM
1065
Rampart Investment Management
Connecticut
$929K -$1.57M -14,245 -59%
IC
1066
Inverness Counsel
New York
$929K -$778K -7,049 -42%
NA
1067
NewEdge Advisors
Louisiana
$929K -$18.3K -166 -2%
CA
1068
Clearstead Advisors
Ohio
$924K -$213K -1,930 -17%
CAM
1069
CenterStar Asset Management
Illinois
$923K
SIC
1070
SFE Investment Counsel
California
$920K +$3.86K +35 +0.4%
ADL
1071
Asset Dedication LLC
California
$916K +$175K +1,587 +20%
FHA
1072
First Horizon Advisors
Tennessee
$913K -$15.3K -139 -1%
AWA
1073
Arkadios Wealth Advisors
Georgia
$912K -$235K -2,130 -18%
WSCM
1074
Wellington Shields Capital Management
New York
$910K +$110K +1,000 +12%
Verition Fund Management
1075
Verition Fund Management
Connecticut
$909K -$681K -6,165 -39%