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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
401
Advisors Capital Management
New Jersey
$854K +$11.5K +48 +1%
PWPS
402
Pinnacle Wealth Planning Services
Ohio
$845K +$818K +3,416 New
FDCDDQ
403
Federation des caisses Desjardins du Quebec
Quebec, Canada
$841K +$146K +611 +22%
MC
404
Matisse Capital
Oregon
$841K
ET
405
Equitable Trust
Tennessee
$834K -$631K -2,635 -44%
ARMT
406
Amica Retiree Medical Trust
Rhode Island
$819K
DBG
407
De Burlo Group
Massachusetts
$809K -$12K -50 -2%
OTL
408
Oak Thistle LLC
New York
$808K -$3.19M -13,343 -80%
CIM
409
Contravisory Investment Management
Massachusetts
$794K +$271K +1,133 +55%
STA
410
Summit Trail Advisors
New York
$788K +$488K +2,040 +178%
HWM
411
HB Wealth Management
Georgia
$782K +$224K +936 +42%
PWP
412
Phillips Wealth Planners
Mississippi
$776K +$35.2K +147 +5%
ACM
413
Aljian Capital Management
Nevada
$767K
SIA
414
SkyView Investment Advisors
New Jersey
$762K +$6.7K +28 +0.9%
QI
415
Qtron Investments
Massachusetts
$756K +$276K +1,155 +61%
DT
416
Diversified Trust
Tennessee
$753K +$78.7K +329 +12%
EWA
417
EverSource Wealth Advisors
Alabama
$737K +$237K +989 +50%
Fifth Third Bancorp
418
Fifth Third Bancorp
Ohio
$731K +$11K +46 +2%
GI
419
GAMMA Investing
California
$728K +$124K +517 +21%
OWA
420
Outlook Wealth Advisors
Texas
$714K +$691K +2,887 New
VA
421
Vident Advisory
Georgia
$713K +$64.6K +270 +10%
EF
422
Empowered Funds
Pennsylvania
$710K -$8.14K -34 -1%
LWAM
423
Legacy Wealth Asset Management
Minnesota
$708K +$2.87K +12 +0.4%
O
424
Ossiam
France
$707K +$91K +380 +15%
CBA
425
Coastal Bridge Advisors
Connecticut
$707K +$3.83K +16 +0.6%