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Name Holding Trade Value Shares
Change
Change in
Stake
TC
876
TownSquare Capital
Utah
$526K +$238K +3,285 +87%
AWM
877
Apollon Wealth Management
South Carolina
$525K +$198K +2,738 +64%
PIA
878
Perennial Investment Advisors
California
$524K +$37.3K +516 +8%
CFB
879
Cullen/Frost Bankers
Texas
$523K -$5.21K -72 -1%
FNBT
880
FineMark National Bank & Trust
Florida
$523K -$4.99K -69 -1%
CCA
881
Cravens & Co Advisors
Tennessee
$523K +$508K +7,016 New
EFSCE
882
Enterprise Financial Services Corp (EFSC)
Missouri
$520K +$120K +1,660 +31%
ST
883
Smithfield Trust
Pennsylvania
$519K -$10.9K -151 -2%
EH
884
Equitable Holdings
New York
$519K +$24.2K +334 +5%
CQS
885
Credential Qtrade Securities
$518K -$34.8K -481 -6%
AMCA
886
Arthur M. Cohen & Associates
Illinois
$515K – – –
MA
887
Mutual Advisors
Nebraska
$510K +$146K +2,015 +42%
GFWA
888
Grey Fox Wealth Advisors
Delaware
$510K +$495K +6,848 New
GVAG
889
Great Valley Advisor Group
Delaware
$510K -$11.6K -161 -2%
AWCI
890
Alpine Woods Capital Investors
New York
$505K -$1.32M -18,296 -73%
ARMT
891
Amica Retiree Medical Trust
Rhode Island
$503K – – –
SPWM
892
Schrum Private Wealth Management
Florida
$503K +$49.8K +688 +11%
CCM
893
Cox Capital Management
Massachusetts
$498K +$11.7K +162 +2%
KWM
894
Kingsview Wealth Management
Oregon
$498K -$1.23K -17 -0.3%
SL
895
Sonnipe Ltd
Isle Of Man
$496K +$481K +6,654 New
WSTAM
896
Wilbanks Smith & Thomas Asset Management
Virginia
$495K -$20.2K -279 -4%
IAS
897
Insigneo Advisory Services
Florida
$495K +$478K +6,609 New
IWM
898
IHT Wealth Management
Illinois
$494K -$1.3K -18 -0.3%
FAIM
899
Financial Advocates Investment Management
Washington
$494K +$10.3K +143 +2%
PA
900
Probity Advisors
Texas
$493K +$164K +2,264 +52%