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Name Holding Trade Value Shares
Change
Change in
Stake
IWM
601
IHT Wealth Management
Illinois
$807K +$6.99K +130 +0.9%
FMII
602
Farmers & Merchants Investments Inc
Nebraska
$805K +$148K +2,755 +23%
CCM
603
Crew Capital Management
Ohio
$800K +$125K +2,325 +19%
DEA
604
DoubleLine ETF Adviser
Florida
$799K +$795K +14,790 New
CWS
605
Confluence Wealth Services
Pennsylvania
$796K -$13.4K -250 -2%
IWC
606
Integrated Wealth Concepts
Massachusetts
$791K -$32K -595 -4%
Brown Advisory
607
Brown Advisory
Maryland
$790K +$2.42K +45 +0.3%
IC
608
IEQ Capital
California
$790K +$132K +2,455 +20%
HBT
609
Heartland Bank & Trust
Illinois
$786K +$6.72K +125 +0.9%
TC
610
Truvestments Capital
Florida
$783K +$124K +2,315 +19%
Capstone Investment Advisors
611
Capstone Investment Advisors
New York
$780K -$4.27M -79,395 -85%
BSI
612
Bennett Selby Investments
Maine
$779K +$269 +5 +0%
TIAA Trust, National Association
613
TIAA Trust, National Association
North Carolina
$777K -$26.3K -490 -3%
DT
614
Diversified Trust
Tennessee
$777K -$195K -3,630 -20%
TW
615
TritonPoint Wealth
Maryland
$776K -$125K -2,320 -14%
TF
616
Threadgill Financial
Texas
$772K -$6.02M -112,030 -89%
GC
617
Guggenheim Capital
Illinois
$771K -$902K -16,785 -54%
WA
618
WealthTrust Axiom
Pennsylvania
$770K -$6.45K -120 -0.8%
PCMF
619
Private Capital Management (Florida)
Florida
$767K -$134K -2,500 -15%
VI
620
Versor Investments
New York
$759K +$756K +14,060 New
CYG
621
Clean Yield Group
Vermont
$744K
LDB
622
Lee, Danner & Bass
Tennessee
$742K +$739K +13,745 New
EAM
623
Eukles Asset Management
Ohio
$741K -$806 -15 -0.1%
HAG
624
HighPoint Advisor Group
Illinois
$737K +$60.2K +1,120 +9%
JF
625
Jump Financial
Illinois
$733K -$3.03M -56,410 -81%