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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
576
Dynamic Advisor Solutions
Arizona
$811K -$291K -4,444 -26%
DG
577
DMC Group
Alabama
$811K -$62.8K -958 -7%
FNBOO
578
First National Bank of Omaha
Nebraska
$811K +$17.3K +264 +2%
IFG
579
Independent Financial Group
California
$801K +$6.75K +103 +0.8%
AIM
580
Alhambra Investment Management
Florida
$799K -$197K -3,007 -19%
GEA
581
Glen Eagle Advisors
New Jersey
$796K -$4.26K -65 -0.5%
NL
582
NVWM LLC
Pennsylvania
$795K -$1.97K -30 -0.2%
TW
583
TrinityPoint Wealth
Connecticut
$788K +$79.5K +1,213 +11%
SIG
584
Stonegate Investment Group
Alabama
$782K +$32.8K +500 +4%
HKIM
585
Hayek Kallen Investment Management
Alabama
$780K -$77.7K -1,185 -9%
First Manhattan
586
First Manhattan
New York
$778K +$95K +1,450 +13%
EWM
587
EPG Wealth Management
Georgia
$777K -$5.9K -90 -0.7%
CPC
588
Cookson Peirce & Co
Pennsylvania
$774K +$809K +12,351 New
HIP
589
HUB Investment Partners
Texas
$772K +$52.8K +805 +7%
Toronto Dominion Bank
590
Toronto Dominion Bank
Ontario, Canada
$768K -$30.5K -465 -4%
POIA
591
Pin Oak Investment Advisors
Texas
$763K
BP
592
Ballentine Partners
Massachusetts
$758K -$128K -1,958 -14%
PC
593
Permanens Capital
New York
$757K
HCM
594
Howard Capital Management
Georgia
$757K +$282K +4,306 +55%
HPM
595
Hudson Portfolio Management
New York
$755K -$13.1K -200 -2%
RCM
596
Radnor Capital Management
Pennsylvania
$752K -$137K -2,085 -15%
LSAG
597
Lake Street Advisors Group
New Hampshire
$751K -$50.3K -768 -6%
SW
598
SVB Wealth
Massachusetts
$750K +$784K +11,968 New
TH
599
TCTC Holdings
Texas
$749K -$73.1K -1,116 -9%
QIM
600
Quantitative Investment Management
Virginia
$741K +$776K +11,840 New