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Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
801
North Star Investment Management
Illinois
$69K +$21.7K +200 +44%
WA
802
WealthTrust-Arizona
Arizona
$65K
KKAMG
803
Kernodle & Katon Asset Management Group
Arkansas
$61K -$103K -946 -62%
FWM
804
Focused Wealth Management
New York
$60K +$217 +2 +0.4%
HIIFS
805
Harel Insurance Investments & Financial Services
Israel
$59K
NCM
806
New Capital Management
Texas
$58K +$59.6K +549 New
WB
807
Webster Bank
Connecticut
$57K +$58.7K +540 New
BWA
808
Burt Wealth Advisors
Maryland
$53K +$18.9K +174 +53%
PMFA
809
Plante Moran Financial Advisors
Michigan
$46K -$6.08K -56 -11%
AP
810
Atwood & Palmer
Missouri
$42K
First Manhattan
811
First Manhattan
New York
$39K -$1.96K -18 -5%
VIA
812
Vantage Investment Advisors
Pennsylvania
$38K
ZB
813
Zions Bancorporation
Utah
$38K +$5.54K +51 +16%
BL
814
Balentine LLC
Georgia
$38K +$39.2K +361 New
OSNBOA
815
Old Second National Bank of Aurora
Illinois
$37K
OC
816
Oakworth Capital
Alabama
$34K +$35.9K +330 New
AF
817
Allworth Financial
California
$30K +$6.84K +63 +28%
JFA
818
JNBA Financial Advisors
Minnesota
$29K -$33.7K -310 -53%
JCM
819
Jacobi Capital Management
Pennsylvania
$26K
AIS
820
Accurate Investment Solutions
Pennsylvania
$25K
AW
821
Alpha Windward
Massachusetts
$23K +$24K +221 New
Carson Wealth (CWM LLC)
822
Carson Wealth (CWM LLC)
Nebraska
$21K -$13.9K -128 -40%
AWM
823
AllSquare Wealth Management
New York
$21K
AIM
824
Arcadia Investment Management
Michigan
$21K
SIC
825
Salem Investment Counselors
North Carolina
$21K