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Name Holding Trade Value Shares
Change
Change in
Stake
SQA
526
Simon Quick Advisors
New Jersey
$61K +$59.9K +321 New
FMII
527
Farmers & Merchants Investments Inc
Nebraska
$54K
ICP
528
Interchange Capital Partners
Pennsylvania
$53K +$52.4K +281 New
CAM
529
CenterStar Asset Management
Illinois
$52K
RE
530
RBC Europe
United Kingdom
$47.2K
FHC
531
First Horizon Corporation
Tennessee
$44K -$3.54K -19 -7%
LWA
532
Lenox Wealth Advisors
New York
$43K +$13.4K +72 +47%
LFG
533
Larson Financial Group
Missouri
$42K
CI
534
CX Institutional
Indiana
$41K +$1.31K +7 +3%
BDWM
535
Brewin Dolphin Wealth Management
Ireland
$40.8K
FF
536
FourThought Financial
Florida
$39K +$38.8K +208 New
CIA
537
CSat Investment Advisory
Michigan
$38K -$96.7K -518 -72%
KPCM
538
Kings Point Capital Management
New York
$38K +$37.3K +200 New
FTDI
539
First Trust Direct Indexing
Massachusetts
$38K +$37.9K +203 New
KC
540
Kinloch Capital
Virginia
$36K +$35.5K +190 New
MAM
541
Meeder Asset Management
Ohio
$35K -$2.22M -11,897 -98%
PFO
542
Pathstone Family Office
New Jersey
$34K +$33.8K +181 New
LAS
543
Lloyd Advisory Services
Georgia
$32K
WEC
544
Winslow Evans & Crocker
Massachusetts
$28K -$11.6K -62 -30%
AA
545
AlphaMark Advisors
Kentucky
$28K
CFD
546
Creative Financial Designs
Indiana
$28K
HPC
547
HM Payson & Co
Maine
$27K
ETC
548
Exchange Traded Concepts
Oklahoma
$27K +$19.2K +103 +278%
HWM
549
HighMark Wealth Management
Minnesota
$25K
AssetMark Inc
550
AssetMark Inc
California
$25K +$4.48K +24 +22%