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Name Holding Trade Value Shares
Change
Change in
Stake
OCBCO
851
Oversea-Chinese Banking Corp (OCBC)
Singapore
$589K +$349K +7,318 +154%
SPWM
852
Schrum Private Wealth Management
Florida
$584K +$2.19K +46 +0.4%
PSP
853
Principal Street Partners
Tennessee
$583K +$88.1K +1,848 +18%
IAS
854
Investment Advisory Services
Texas
$579K -$2.67K -56 -0.5%
IDBONY
855
Israel Discount Bank of New York
New York
$578K -$101K -2,127 -15%
SS
856
Sunbelt Securities
Texas
$576K +$262K +5,492 +88%
CICI
857
Capital Investment Counsel Inc
North Carolina
$575K -$207K -4,343 -27%
TC
858
TownSquare Capital
Utah
$574K +$99.9K +2,095 +22%
ISL
859
Ingalls & Snyder LLC
New York
$572K
MM
860
MQS Management
New York
$571K +$358K +7,509 +183%
ATPW
861
Ashton Thomas Private Wealth
Arizona
$570K -$26K -546 -4%
PFGIA
862
Patriot Financial Group Insurance Agency
Massachusetts
$569K +$43.3K +908 +9%
CNBTD
863
Citizens National Bank Trust Department
Mississippi
$568K -$2.86K -60 -0.5%
LSAG
864
Lake Street Advisors Group
New Hampshire
$568K -$1.05K -22 -0.2%
WSCM
865
Wellington Shields Capital Management
New York
$565K +$141K +2,965 +35%
LWAM
866
Legacy Wealth Asset Management
Minnesota
$564K -$70.9K -1,486 -11%
STA
867
Summit Trail Advisors
New York
$562K +$273K +5,716 +101%
LW
868
Linscomb Wealth
Texas
$562K -$68.7K -1,440 -11%
CIM
869
Contravisory Investment Management
Massachusetts
$553K -$8.72M -182,962 -94%
EWM
870
Evercore Wealth Management
New York
$552K +$68.4K +1,435 +15%
WSC
871
Wellington Shields & Co
New York
$550K +$238K +5,000 +81%
IIM
872
Ipswich Investment Management
Massachusetts
$548K
VSQM
873
V-Square Quantitative Management
Illinois
$544K +$4.82K +101 +0.9%
CK
874
Cohen Klingenstein
New York
$540K
BCM
875
Brasada Capital Management
Texas
$540K +$47.7K +1,000 +10%