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Name Holding Trade Value Shares
Change
Change in
Stake
JCM
551
Jacobi Capital Management
Pennsylvania
$2.91M -$80.8K -494 -3%
NRS
552
Neville Rodie & Shaw
New York
$2.89M
RF
553
Robbins Farley
New Hampshire
$2.88M +$165K +1,006 +7%
AAM
554
Auxier Asset Management
Oregon
$2.87M -$69.8K -427 -3%
CSPIA
555
Cary Street Partners Investment Advisory
Virginia
$2.86M -$207K -1,263 -8%
LCH
556
Lee Capital Holdings
New York
$2.86M
SYBT
557
Stock Yards Bank & Trust
Kentucky
$2.85M -$46.6K -285 -2%
BWP
558
Balboa Wealth Partners
Arizona
$2.82M +$45.8K +280 +2%
GIA
559
Gladstone Institutional Advisory
Florida
$2.81M +$735K +4,496 +44%
ADL
560
Asset Dedication LLC
California
$2.8M +$243K +1,484 +11%
LWAC
561
Laurel Wealth Advisors (California)
California
$2.79M -$290K -1,775 -11%
SIC
562
Sigma Investment Counselors
Michigan
$2.79M -$185K -1,130 -7%
KFGK
563
Keystone Financial Group (Kentucky)
Kentucky
$2.78M -$155K -946 -6%
EF
564
Empirical Finance
Pennsylvania
$2.77M +$186K +1,138 +8%
GP
565
Greenline Partners
New York
$2.75M -$989K -6,047 -29%
BWA
566
BDO Wealth Advisors
Florida
$2.75M -$388K -2,370 -14%
PL
567
Plancorp LLC
Missouri
$2.72M +$28.8K +176 +1%
MCA
568
Millennium Capital Advisors
Arkansas
$2.72M +$213K +1,300 +10%
BS
569
Boenning & Scattergood
Pennsylvania
$2.71M -$77.9K -476 -3%
PI
570
Putnam Investments
Massachusetts
$2.71M -$928K -5,675 -29%
MGIA
571
Moneta Group Investment Advisors
Missouri
$2.7M -$316K -1,932 -13%
AAM
572
Aureus Asset Management
Massachusetts
$2.69M +$2.31M +14,124 New
CFG
573
Citizens Financial Group
Rhode Island
$2.68M +$4.09K +25 +0.2%
AA
574
Apriem Advisors
California
$2.67M -$95.4K -583 -4%
SFA
575
Sequoia Financial Advisors
Ohio
$2.64M +$771K +4,712 +51%