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Name Holding Trade Value Shares
Change
Change in
Stake
EPAM
351
Evelyn Partners Asset Management
$528K +$110K +2,288 +26%
ASBI
352
American State Bank (Iowa)
Iowa
$525K +$4.63K +96 +0.9%
KeyBank National Association
353
KeyBank National Association
Ohio
$522K -$111K -2,300 -17%
BWM
354
BKM Wealth Management
Wisconsin
$520K +$57.3K +1,187 +12%
RFC
355
Regions Financial Corp
Alabama
$517K +$528K +10,949 New
PFS
356
Prospera Financial Services
Texas
$517K -$197K -4,090 -27%
OC
357
Oppenheimer & Co
New York
$516K +$94.7K +1,963 +22%
TI
358
Tidal Investments
Wisconsin
$513K +$66.9K +1,386 +15%
MWM
359
Manske Wealth Management
Texas
$513K -$7.58K -157 -1%
IMC Chicago
360
IMC Chicago
Illinois
$505K +$517K +10,708 New
PWPS
361
Pinnacle Wealth Planning Services
Ohio
$492K -$31.5K -653 -6%
CRI
362
Colonial River Investments
Virginia
$491K +$86.3K +1,789 +21%
AWM
363
Axxcess Wealth Management
California
$491K +$94.9K +1,967 +23%
GCM
364
Gallacher Capital Management
Colorado
$490K +$76.4K +1,584 +18%
RC
365
Rexford Capital
Texas
$482K
VF
366
Virtu Financial
New York
$476K -$150K -3,105 -24%
WA
367
Waverly Advisors
Alabama
$473K -$434 -9 -0.1%
CI
368
Corient IA
Florida
$472K
GA
369
GFS Advisors
Texas
$472K
SC
370
Searle & Co
Connecticut
$472K +$483K +10,000 New
HAG
371
HighPoint Advisor Group
Illinois
$468K +$10.9K +226 +2%
PPC
372
Park Place Capital
Alabama
$463K +$1.5K +31 +0.3%
LF
373
Lantz Financial
Illinois
$461K +$14.2K +295 +3%
PA
374
Pinnacle Associates
New York
$459K -$30.8K -638 -6%
PHS
375
Pekin Hardy Strauss
Illinois
$457K