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Name Holding Trade Value Shares
Change
Change in
Stake
1WA
676
180 Wealth Advisors
Washington
$602K +$6.37K +97 +1%
RFA
677
Resurgent Financial Advisors
Georgia
$602K +$1.44K +22 +0.2%
BIM
678
Baldwin Investment Management
Pennsylvania
$594K
PCMF
679
Private Capital Management (Florida)
Florida
$594K
AWM
680
Axxcess Wealth Management
California
$593K +$591K +9,013 New
NSIM
681
North Star Investment Management
Illinois
$592K -$9.84K -150 -2%
ECM
682
Estabrook Capital Management
New York
$588K
CCA
683
Criterion Capital Advisors
Tennessee
$586K +$584K +8,900 New
DT
684
Diversified Trust
Tennessee
$586K -$43K -656 -7%
KA
685
Kovack Advisors
Florida
$583K -$133K -2,021 -19%
KS
686
Karpas Strategies
Connecticut
$582K
Citadel Advisors
687
Citadel Advisors
Florida
$582K -$2.95M -45,028 -84%
SAMT
688
Select Asset Management & Trust
Pennsylvania
$581K
SC
689
Saturna Capital
Washington
$579K
QI
690
Qtron Investments
Massachusetts
$579K
WIC
691
Woodmont Investment Counsel
Tennessee
$576K -$4.4K -67 -0.8%
BBVA
692
Banco Bilbao Vizcaya Argentaria
Spain
$573K -$138K -2,100 -19%
CL
693
Choreo LLC
Illinois
$573K +$76.9K +1,172 +16%
HCA
694
Harbour Capital Advisors
Virginia
$569K +$86.9K +1,325 +18%
BTI
695
Blue Trust Inc
Georgia
$569K -$39.1K -596 -6%
SWM
696
Spire Wealth Management
Virginia
$569K +$7.48K +114 +1%
DI
697
Diligent Investors
California
$568K -$59.1K -900 -9%
BWAM
698
Boyd Watterson Asset Management
Ohio
$567K
PP
699
PDS Planning
Ohio
$562K +$30.3K +462 +6%
BFO
700
Boston Family Office
Massachusetts
$559K -$5.12K -78 -0.9%