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Name Holding Trade Value Shares
Change
Change in
Stake
USB
1176
Union Savings Bank
Connecticut
$540K -$160K -1,015 -22%
CPWA
1177
Cerro Pacific Wealth Advisors
California
$539K +$573K +3,639 New
FSA
1178
Fort Sheridan Advisors
Illinois
$539K +$944 +6 +0.2%
SCM
1179
Soros Capital Management
New York
$535K +$568K +3,611 New
CIC
1180
Chase Investment Counsel
Virginia
$532K +$47.2K +300 +9%
MCWA
1181
Meadow Creek Wealth Advisors
Georgia
$530K
HGERS
1182
Householder Group Estate & Retirement Specialist
Arizona
$527K +$70.5K +448 +14%
GIM
1183
Guardian Investment Management
California
$526K -$393K -2,500 -41%
ANTB
1184
AMG National Trust Bank
Colorado
$525K +$172K +1,094 +45%
JEST
1185
JTC Employer Solutions Trustee
Jersey
$525K
KA
1186
Kovack Advisors
Florida
$524K -$787 -5 -0.1%
CGL
1187
Clarius Group LLC
Washington
$524K -$53.8K -342 -9%
TCOTS
1188
Trust Company of the South
North Carolina
$522K
PIM
1189
Profit Investment Management
Maryland
$520K
BEI
1190
Benjamin Edwards Inc
Missouri
$519K +$20.6K +131 +4%
CA
1191
Cambridge Advisors
Nebraska
$517K
BAM
1192
Belpointe Asset Management
Nevada
$516K -$302K -1,917 -35%
GAG
1193
GM Advisory Group
New York
$514K -$101K -641 -16%
AFP
1194
Ausdal Financial Partners
Iowa
$512K +$4.56K +29 +0.8%
HB
1195
HTLF Bank
Colorado
$510K -$4.56K -29 -0.8%
CIA
1196
Choate Investment Advisors
Massachusetts
$509K -$2.36K -15 -0.4%
CWM
1197
Connecticut Wealth Management
Connecticut
$504K -$9.44K -60 -2%
SSW
1198
Smith Shellnut Wilson
Mississippi
$504K
TL
1199
Tradewinds LLC
North Carolina
$503K -$66.6K -423 -11%
PG
1200
Proffitt & Goodson
Tennessee
$501K -$9.91K -63 -2%