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Name Holding Trade Value Shares
Change
Change in
Stake
YP
651
YANKCOM Partnership
South Dakota
$729K +$55.4K +260 +8%
GSIAS
652
Garden State Investment Advisory Services
New Jersey
$728K +$769K +3,610 New
PF
653
Phoenix Financial
Israel
$725K +$139K +653 +22%
1C
654
111 Capital
France
$719K +$759K +3,564 New
KSB
655
Kennebec Savings Bank
Maine
$716K +$20.5K +96 +3%
HNB
656
Huntington National Bank
Ohio
$715K -$49.9K -234 -6%
SEIA
657
Signature Estate & Investment Advisors
California
$709K -$18.5K -87 -2%
HPC
658
HM Payson & Co
Maine
$708K -$355K -1,668 -32%
JWCA
659
J.W. Cole Advisors
Florida
$704K +$62K +291 +9%
PCM
660
Prelude Capital Management
New York
$703K +$743K +3,487 New
EWM
661
Empirical Wealth Management
Washington
$699K +$67.1K +315 +10%
EWM
662
Evercore Wealth Management
New York
$693K -$16K -75 -2%
WA
663
Wealth Alliance
New York
$692K -$34.1K -160 -4%
CAG
664
Cypress Advisory Group
Arizona
$692K -$107K -500 -13%
VFA
665
Valeo Financial Advisors
Indiana
$691K -$2.13K -10 -0.3%
QWM
666
Quadcap Wealth Management
Texas
$689K +$23.7K +111 +3%
APWM
667
Argonautica Private Wealth Management
Massachusetts
$689K +$71.4K +335 +11%
PCIA
668
Prime Capital Investment Advisors
Kansas
$688K +$126K +593 +21%
SLI
669
Sumitomo Life Insurance
Japan
$688K -$37.5K -176 -5%
TCIIS
670
TIAA-CREF Individual & Institutional Services
New York
$686K +$32.2K +151 +5%
GRP
671
Global Retirement Partners
California
$686K +$725K +3,404 New
PCA
672
Pallas Capital Advisors
Massachusetts
$678K +$16.8K +79 +2%
SWP
673
Sagespring Wealth Partners
Tennessee
$675K +$15.8K +74 +2%
1M
674
1248 Management
Missouri
$675K
MIM
675
Morningstar Investment Management
Illinois
$672K