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Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
1201
R.M. Davis Inc
Maine
$599K +$107K +363 +25%
EF
1202
Empirical Finance
Pennsylvania
$599K +$196K +666 +58%
PIA
1203
Pinion Investment Advisors
Kansas
$596K -$14.4K -49 -3%
PCG
1204
Private Capital Group
Connecticut
$594K +$17.4K +59 +3%
SACTSONJ
1205
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$594K +$530K +1,800 New
TCOT
1206
Trust Company of Toledo
Ohio
$591K -$588 -2 -0.1%
CCM
1207
Coldstream Capital Management
Washington
$591K +$128K +435 +32%
SIM
1208
Stratos Investment Management
Ohio
$589K +$525K +1,785 New
CCM
1209
Crabel Capital Management
California
$588K +$525K +1,783 New
CBU
1210
CIBC Bank USA
Illinois
$586K +$24.1K +82 +5%
MBT
1211
Montecito Bank & Trust
California
$580K +$4.41K +15 +0.9%
BFEC
1212
Benjamin F. Edwards & Company
Missouri
$579K +$53K +180 +11%
FB
1213
Fulton Bank
Pennsylvania
$577K +$77.1K +262 +18%
AF
1214
Allworth Financial
California
$576K -$6.47K -22 -1%
CIA
1215
CSat Investment Advisory
Michigan
$576K +$127K +433 +33%
BOPW
1216
Brandywine Oak Private Wealth
Pennsylvania
$575K -$31.5K -107 -6%
TI
1217
Tidal Investments
Wisconsin
$574K +$127K +433 +33%
GCC
1218
Guardian Capital (Canada)
Ontario, Canada
$568K -$13.5K -46 -3%
LSAG
1219
Lake Street Advisors Group
New Hampshire
$567K +$37.7K +128 +8%
3C
1220
361 Capital
Colorado
$565K -$28.8K -98 -5%
BHB
1221
Bank Hapoalim BM
Israel
$563K +$2.65K +9 +0.5%
SSWM
1222
Smith Salley Wealth Management
North Carolina
$558K +$48.8K +166 +11%
TNB
1223
TCF National Bank
South Dakota
$556K +$222K +756 +81%
ARMT
1224
Amica Retiree Medical Trust
Rhode Island
$555K
FMWA
1225
Forvis Mazars Wealth Advisors
Missouri
$555K +$39.1K +133 +9%