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Name Holding Trade Value Shares
Change
Change in
Stake
GM
476
GeoWealth Management
Illinois
$226K -$15.2K -721 -6%
7WCP
477
71 West Capital Partners
Massachusetts
$226K +$237K +11,245 New
PPC
478
Park Place Capital
Alabama
$225K +$62.7K +2,974 +36%
DWM
479
Drive Wealth Management
Utah
$224K -$2.74K -130 -1%
KP
480
Keel Point
Alabama
$223K +$5.31K +252 +2%
1WA
481
180 Wealth Advisors
Washington
$222K -$1.45K -69 -0.6%
SFS
482
Sowell Financial Services
Arkansas
$221K -$103K -4,900 -31%
SF
483
Summit Financial
New Jersey
$221K +$232K +11,005 New
MHR
484
Matthew Hamilton Rosenberg
$218K +$21.9K +1,039 +11%
PGA
485
Portland Global Advisors
Maine
$217K -$3.27K -155 -1%
HSBC Holdings
486
HSBC Holdings
United Kingdom
$216K -$107K -5,078 -32%
BEAM
487
Baker Ellis Asset Management
Washington
$214K +$3.16K +150 +1%
CA
488
Crewe Advisors
Utah
$213K +$1.67K +79 +0.7%
TPCW
489
TD Private Client Wealth
New York
$211K -$28.1K -1,332 -11%
JCM
490
Jacobi Capital Management
Pennsylvania
$210K +$21 +1 +0%
MHC
491
Meyer Handelman Company
New York
$209K
N
492
Natixis
France
$209K +$219K +10,397 New
DT
493
Diversified Trust
Tennessee
$207K -$10.2K -486 -4%
CFAM
494
Center For Asset Management
Florida
$207K +$218K +10,327 New
YCM
495
Yousif Capital Management
Michigan
$205K -$882K -41,825 -80%
CIA
496
Choate Investment Advisors
Massachusetts
$205K -$1.01K -48 -0.5%
C
497
Certuity
Florida
$204K -$49.5K -2,348 -19%
RLH
498
RD Lewis Holdings
Florida
$203K +$180K +8,531 New
Acadian Asset Management
499
Acadian Asset Management
Massachusetts
$191K +$201K +9,526 New
LI
500
LRI Investments
Florida
$184K +$32.3K +1,530 +20%