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Name Holding Trade Value Shares
Change
Change in
Stake
CSI
601
Cross Staff Investments
New York
$621K – – –
SWA
602
Sax Wealth Advisors
New Jersey
$618K -$4.36K -36 -0.7%
AWS
603
Atria Wealth Solutions
New York
$616K -$322K -2,655 -36%
VI
604
Vestcor Inc
New Brunswick, Canada
$613K -$5.93K -49 -1%
HIIFS
605
Harel Insurance Investments & Financial Services
Israel
$610K +$153K +1,265 +37%
MIP
606
Marietta Investment Partners
Wisconsin
$605K -$1.21K -10 -0.2%
CTC
607
Central Trust Company
Missouri
$602K -$22.4K -185 -4%
CWM
608
Connecticut Wealth Management
Connecticut
$598K – – –
FWM
609
Forza Wealth Management
Florida
$593K – – –
IC
610
IEQ Capital
California
$592K +$231K +1,905 +71%
TA
611
TFG Advisers
Michigan
$588K -$242 -2 -0%
RRA
612
Round Rock Advisors
Connecticut
$588K -$1.33K -11 -0.2%
SAM
613
S.A. Mason
Michigan
$582K – – –
LC
614
Lincoln Capital
Nebraska
$581K – – –
BC
615
Barrett & Company
Rhode Island
$580K +$51.7K +427 +11%
RBC
616
Romano Brothers & Co
Illinois
$572K – – –
VWM
617
Venturi Wealth Management
Texas
$569K -$29.3K -242 -5%
ASN
618
Advisory Services Network
Georgia
$568K +$113K +934 +31%
HWAM
619
Hennion & Walsh Asset Management
New Jersey
$565K -$3.75K -31 -0.7%
NB
620
NBT Bank
New York
$565K -$27K -223 -5%
LAM
621
LECAP Asset Management
United Kingdom
$564K +$528K +4,357 New
Jones Financial Companies
622
Jones Financial Companies
Missouri
$562K +$41.8K +345 +9%
APWM
623
Argonautica Private Wealth Management
Massachusetts
$561K -$1.09K -9 -0.2%
QIM
624
Quantitative Investment Management
Virginia
$559K +$524K +4,326 New
CLOS
625
Compagnie Lombard Odier SCmA
Switzerland
$554K – – –