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Name Holding Trade Value Shares
Change
Change in
Stake
CTC
601
Central Trust Company
Missouri
$688K +$832 +6 +0.1%
MSE
602
MUFG Securities EMEA
United Kingdom
$687K +$547K +3,943 +551%
FWM
603
Forza Wealth Management
Florida
$676K
LC
604
Lincoln Capital
Nebraska
$673K
RRA
605
Round Rock Advisors
Connecticut
$670K
PIMJS
606
PKO Investment Management Joint-Stock
Poland
$664K -$763K -5,500 -55%
DC
607
Diametric Capital
Massachusetts
$663K +$624K +4,497 New
SAM
608
S.A. Mason
Michigan
$663K
SWA
609
Sax Wealth Advisors
New Jersey
$662K -$40.2K -290 -6%
1M
610
1248 Management
Missouri
$660K -$249K -1,794 -29%
HNB
611
Huntington National Bank
Ohio
$659K -$249K -1,798 -29%
RBC
612
Romano Brothers & Co
Illinois
$653K
APWM
613
Argonautica Private Wealth Management
Massachusetts
$643K +$2.91K +21 +0.5%
MIP
614
Marietta Investment Partners
Wisconsin
$642K -$44.9K -324 -7%
HWAM
615
Hennion & Walsh Asset Management
New Jersey
$641K -$3.33K -24 -0.5%
CLOS
616
Compagnie Lombard Odier SCmA
Switzerland
$632K
HAG
617
HighPoint Advisor Group
Illinois
$630K +$8.74K +63 +1%
KIA
618
KCM Investment Advisors
California
$630K -$208K -1,500 -26%
SC
619
Saiph Capital
New Jersey
$629K +$416 +3 +0.1%
CWM
620
Connecticut Wealth Management
Connecticut
$625K -$53.3K -384 -8%
ALA
621
Atlas Legacy Advisors
California
$623K +$31.9K +230 +6%
FCBT
622
First Citizens Bank & Trust
North Carolina
$620K -$1.94K -14 -0.3%
TIM
623
Thompson Investment Management
Wisconsin
$619K
PCS
624
Personal CFO Solutions
New Jersey
$619K +$2.91K +21 +0.5%
ASN
625
Advisory Services Network
Georgia
$617K +$36.1K +260 +7%