Name Holding Trade Value Shares
Change
Change in
Stake
OQS
676
Occudo Quantitative Strategies
Florida
$2.33M +$2.46M +15,651 New
AIA
677
Affinity Investment Advisors
California
$2.31M +$22K +140 +0.9%
IWC
678
Integrated Wealth Concepts
Massachusetts
$2.31M +$798K +5,086 +49%
SFS
679
Sowell Financial Services
Arkansas
$2.3M +$2.42M +15,413 New
IPW
680
Inlet Private Wealth
Florida
$2.29M – – –
FAB
681
First American Bank
Illinois
$2.29M +$103K +659 +4%
CA
682
CoreCap Advisors
Michigan
$2.28M +$64.2K +409 +3%
EP
683
Eudaimonia Partners
Tennessee
$2.28M -$114K -724 -5%
PFPT
684
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.27M +$1.15M +7,328 +93%
CB
685
Community Bank
New York
$2.27M +$233K +1,488 +11%
CTA
686
Chesley Taft & Associates
Illinois
$2.26M +$78.1K +498 +3%
MA
687
Modus Advisors
Minnesota
$2.26M +$177K +1,129 +8%
NC
688
NewSquare Capital
Pennsylvania
$2.25M +$200K +1,272 +9%
CB
689
Cadence Bank
Mississippi
$2.25M – – –
HFM
690
Hartford Financial Management
Connecticut
$2.24M -$93.2K -594 -4%
LIA
691
LS Investment Advisors
Michigan
$2.23M -$62.8K -400 -3%
XWM
692
Xcel Wealth Management
Florida
$2.23M -$176K -1,120 -7%
OPTFSNA
693
Old Point Trust & Financial Services N A
Virginia
$2.22M -$7.84K -50 -0.3%
BCV
694
Banque Cantonale Vaudoise
Switzerland
$2.21M -$1.31M -8,323 -36%
HCP
695
Holt Capital Partners
Texas
$2.21M -$70.6K -450 -3%
Canada Pension Plan Investment Board
696
Canada Pension Plan Investment Board
Ontario, Canada
$2.19M +$70.1K +447 +3%
PFS
697
Physicians Financial Services
North Carolina
$2.18M -$28.2K -180 -1%
IC
698
Inscription Capital
Texas
$2.18M +$32.2K +205 +1%
HWA
699
HCR Wealth Advisors
California
$2.18M -$159K -1,014 -6%
KFP
700
KMG Fiduciary Partners
Ohio
$2.18M +$463K +2,951 +25%