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Name Holding Trade Value Shares
Change
Change in
Stake
PP
301
Patten & Patten
Tennessee
$809K – – –
HPC
302
HM Payson & Co
Maine
$806K -$26.6K -357 -3%
CGH
303
Crossmark Global Holdings
Texas
$805K -$14.6K -195 -2%
KP
304
Keel Point
Alabama
$800K -$14.4K -193 -2%
CL
305
CSS LLC
Illinois
$788K -$77.6K -1,040 -9%
IWC
306
Integrated Wealth Concepts
Massachusetts
$776K +$310K +4,154 +64%
FDCDDQ
307
Federation des caisses Desjardins du Quebec
Quebec, Canada
$776K -$165K -2,216 -17%
GT
308
Greenleaf Trust
Michigan
$763K +$41.9K +561 +6%
BV
309
Boxwood Ventures
Illinois
$760K – – –
KRS
310
Kentucky Retirement Systems
Kentucky
$756K +$1.61M +21,562 New
Lido Advisors
311
Lido Advisors
California
$744K +$353K +4,724 +87%
AWM
312
AE Wealth Management
Kansas
$743K +$3.81K +51 +0.5%
PAS
313
Park Avenue Securities
New York
$730K -$91.7K -1,229 -11%
JF
314
Jump Financial
Illinois
$725K +$546K +7,317 +281%
ONB
315
Old National Bancorp
Indiana
$708K +$21.6K +289 +3%
VVP
316
Venture Visionary Partners
Ohio
$698K -$2.31K -31 -0.3%
CAM
317
Carret Asset Management
New York
$692K – – –
ATPW
318
Ashton Thomas Private Wealth
Arizona
$686K -$72.3K -969 -9%
GCM
319
G2 Capital Management
Ohio
$683K +$698K +9,351 New
BAM
320
BOS Asset Management
Illinois
$672K -$161K -2,160 -19%
PFGIA
321
Patriot Financial Group Insurance Agency
Massachusetts
$671K +$346K +4,630 +102%
GI
322
GAMMA Investing
California
$665K -$4.25K -57 -0.6%
AWP
323
Abacus Wealth Partners
California
$663K -$124K -1,662 -15%
GCA
324
Greenwood Capital Associates
South Carolina
$656K +$670K +8,978 New
URS
325
Utah Retirement Systems
Utah
$653K – – –