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Name Holding Trade Value Shares
Change
Change in
Stake
BFG
651
Bleakley Financial Group
New Jersey
$808K +$752K +11,234 New
PWLP
652
Prio Wealth Limited Partnership
Massachusetts
$806K
WCF
653
West Coast Financial
California
$803K -$17.9K -268 -2%
FIBT
654
First International Bank & Trust
North Dakota
$800K -$69.2K -1,033 -8%
FF
655
Friedenthal Financial
New Jersey
$800K +$745K +11,122 New
CPWA
656
Cerro Pacific Wealth Advisors
California
$800K -$7.43K -111 -1%
SA
657
Sicart Associates
New York
$798K -$50.2K -750 -6%
CWM
658
Cahaba Wealth Management
Georgia
$797K -$9.64K -144 -1%
FC
659
FORA Capital
Florida
$791K +$737K +11,002 New
TC
660
Toews Corporation
New Jersey
$791K -$562K -8,400 -43%
ZIM
661
Zacks Investment Management
Illinois
$788K +$190K +2,840 +35%
ZIC
662
ZWJ Investment Counsel
Georgia
$773K -$60.3K -900 -8%
CFD
663
Creative Financial Designs
Indiana
$771K +$201 +3 +0%
AUB
664
Atlantic Union Bankshares
Virginia
$768K -$11.6K -174 -2%
BFA
665
Bragg Financial Advisors
North Carolina
$765K -$21.4K -319 -3%
Koshinski Asset Management
666
Koshinski Asset Management
Illinois
$764K +$711K +10,625 New
SPC
667
Stewart & Patten Company
California
$763K -$6.7K -100 -0.9%
CWS
668
Confluence Wealth Services
Pennsylvania
$761K -$12.9K -192 -2%
SAM
669
Smithbridge Asset Management
Pennsylvania
$756K -$20.1K -300 -3%
WB
670
WesBanco Bank
West Virginia
$756K +$704K +10,510 New
FPWM
671
FSB Premier Wealth Management
Iowa
$755K -$16.7K -250 -2%
FLPIM
672
F.L. Putnam Investment Management
Massachusetts
$754K +$10.2K +153 +1%
WorldQuant Millennium Advisors
673
WorldQuant Millennium Advisors
New York
$753K +$701K +10,463 New
UH
674
Unigestion Holding
Switzerland
$749K +$696K +10,395 New
DA
675
Denali Advisors
California
$748K -$73.6K -1,100 -10%