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Name Holding Trade Value Shares
Change
Change in
Stake
GG
351
Gleason Group
Kentucky
$210K +$197K +3,050 New
AWM
352
Altium Wealth Management
New York
$208K +$195K +3,024 New
Group One Trading
353
Group One Trading
Illinois
$208K +$196K +3,025 New
CFA
354
Carroll Financial Associates
North Carolina
$207K -$18.7K -289 -9%
HB
355
Homrich & Berg
Georgia
$207K +$194K +3,004 New
WTFG
356
Wells Trecaso Financial Group
Ohio
$207K +$194K +3,004 New
ST
357
Spinnaker Trust
Maine
$206K +$194K +3,000 New
P
358
Pitcairn
Pennsylvania
$203K +$190K +2,942 New
OIA
359
OneDigital Investment Advisors
Kansas
$201K +$189K +2,921 New
BAM
360
Belpointe Asset Management
Nevada
$195K +$29.7K +460 +17%
WT
361
Whittier Trust
California
$183K – – –
WB
362
Webster Bank
Connecticut
$175K -$28.6K -442 -15%
DMBA
363
Deseret Mutual Benefit Administrators
Utah
$171K +$161K +2,485 New
SIM
364
Sentry Investment Management
Wisconsin
$164K – – –
JIR
365
James Investment Research
Ohio
$156K +$48.7K +754 +50%
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$151K -$29.8K -461 -17%
OIA
367
Optimum Investment Advisors
Illinois
$110K – – –
QCG
368
Quadrant Capital Group
Ohio
$106K +$1.1K +17 +1%
GWM
369
Geneos Wealth Management
Colorado
$104K +$4.91K +76 +5%
HI
370
Hudock Inc
Pennsylvania
$99K – – –
Rockefeller Capital Management
371
Rockefeller Capital Management
New York
$93K -$8.66K -134 -9%
FCB
372
First Command Bank
Texas
$92K – – –
FCFS
373
First Command Financial Services
Texas
$92K – – –
S
374
SignatureFD
Georgia
$92K +$388 +6 +0.5%
FWM
375
Focused Wealth Management
New York
$90K +$65 +1 +0.1%