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Name Holding Trade Value Shares
Change
Change in
Stake
WCA
401
Windsor Creek Advisors
Vermont
$783K +$738K +4,000 New
CFS
402
Capital Financial Services
New York
$780K +$922 +5 +0.1%
WDC
403
Woodward Diversified Capital
California
$780K +$735K +3,985 New
MWM
404
MorganRosel Wealth Management
Colorado
$779K -$373K -2,024 -34%
SIC
405
Samalin Investment Counsel
New York
$779K -$12.2K -66 -2%
KAS
406
Kestra Advisory Services
Texas
$766K +$99.8K +541 +16%
PAS
407
Park Avenue Securities
New York
$763K +$75.3K +408 +12%
PAMP
408
Polar Asset Management Partners
Ontario, Canada
$759K +$716K +3,881 New
QI
409
Qtron Investments
Massachusetts
$754K
DBG
410
De Burlo Group
Massachusetts
$740K
LMAM
411
Legg Mason Asset Management
Japan
$735K -$62K -336 -8%
TPCW
412
TD Private Client Wealth
New York
$730K +$70.3K +381 +11%
FA
413
FDx Advisors
Illinois
$730K +$47K +255 +7%
ECM
414
Everence Capital Management
Indiana
$720K
CTC
415
Central Trust Company
Missouri
$702K +$627K +3,398 +1,788%
CI
416
Cigna Investments
Connecticut
$696K -$95.9K -520 -13%
CB
417
Commerce Bank
Missouri
$695K -$1.11K -6 -0.2%
VI
418
Vestcor Inc
New Brunswick, Canada
$687K -$40.9K -222 -6%
AP
419
Advisor Partners
California
$681K +$4.61K +25 +0.7%
SSWM
420
Sheets Smith Wealth Management
North Carolina
$675K
ONB
421
Old National Bancorp
Indiana
$664K +$74.7K +405 +14%
VI
422
Versor Investments
New York
$663K -$18.4K -100 -3%
SAI
423
Systematic Alpha Investments
New Jersey
$660K +$454K +2,460 +246%
JSC
424
Jackson Square Capital
California
$658K -$261K -1,417 -30%
FPS
425
Fieldpoint Private Securities
Connecticut
$649K -$143K -774 -19%