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Name Holding Trade Value Shares
Change
Change in
Stake
HAG
826
HighPoint Advisor Group
Illinois
$746K +$140K +3,342 +22%
TPA
827
Trivium Point Advisory
Connecticut
$746K -$231K -5,510 -22%
TSWM
828
Triangle Securities Wealth Management
North Carolina
$745K -$16.7K -398 -2%
DT
829
Diversified Trust
Tennessee
$742K +$55.9K +1,331 +7%
SL
830
Sentry LLC
Tennessee
$739K -$11.5K -275 -1%
OCBCO
831
Oversea-Chinese Banking Corp (OCBC)
Singapore
$735K +$219K +5,218 +37%
AI
832
Ariel Investments
Illinois
$734K +$803K +19,135 New
PCM
833
Penserra Capital Management
California
$733K +$354K +8,430 +79%
FFM
834
Forum Financial Management
Illinois
$731K -$14.4K -344 -2%
CFB
835
Cullen/Frost Bankers
Texas
$731K -$66.3K -1,579 -8%
QL
836
Quarry LP
New York
$723K +$768K +18,293 +3,232%
S
837
SignatureFD
Georgia
$722K +$3.15K +75 +0.4%
CCM
838
Copeland Capital Management
Pennsylvania
$715K -$40.6K -968 -5%
UAS
839
United Asset Strategies
New York
$713K +$781K +18,609 New
FB
840
Fulton Bank
Pennsylvania
$710K +$43.2K +1,029 +6%
LOAMS
841
Lombard Odier Asset Management (Switzerland)
Switzerland
$700K +$61.5K +1,465 +9%
DSC
842
Duncker Streett & Co
Missouri
$697K -$2.87M -68,265 -79%
LAM
843
L2 Asset Management
Massachusetts
$695K +$524K +12,473 +221%
SIA
844
Soltis Investment Advisors
Utah
$693K +$14.7K +350 +2%
Luther King Capital Management (LKCM)
845
Luther King Capital Management (LKCM)
Texas
$693K -$744K -17,727 -50%
PWM
846
Perigon Wealth Management
California
$693K +$48.1K +1,146 +7%
SWP
847
Stratos Wealth Partners
Ohio
$692K -$194K -4,630 -20%
Vanguard Capital Wealth Advisors
848
Vanguard Capital Wealth Advisors
Colorado
$690K +$193K +4,600 +34%
CNTOF
849
Canandaigua National Trust of Florida
New York
$688K +$66.5K +1,584 +10%
DWM
850
Dynasty Wealth Management
Florida
$686K -$646K -15,394 -46%