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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
326
CSat Investment Advisory
Michigan
$1.43M -$92.1K -810 -7%
TI
327
Tidal Investments
Wisconsin
$1.43M +$115K +1,013 +10%
OAM
328
Oberweis Asset Management
Illinois
$1.42M +$1.28M +11,260 New
PF
329
Phoenix Financial
Israel
$1.41M +$1.27M +11,200 New
APA
330
American Portfolios Advisors
New York
$1.4M -$120K -1,054 -9%
Diamond Hill Capital Management
331
Diamond Hill Capital Management
Ohio
$1.37M
PRS
332
Pinkerton Retirement Specialists
Idaho
$1.37M -$14K -123 -1%
HPC
333
HM Payson & Co
Maine
$1.36M -$1.71K -15 -0.1%
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$1.36M
SPC
335
Sigma Planning Corp
Michigan
$1.31M +$89.2K +785 +8%
CBB
336
Citizens Business Bank
California
$1.31M +$217K +1,913 +23%
CCP
337
Cardan Capital Partners
Colorado
$1.28M +$15.2K +134 +1%
AFAS
338
Acorn Financial Advisory Services
Virginia
$1.28M +$1.15M +10,097 New
PHAM
339
Portland Hill Asset Management
United Kingdom
$1.27M -$284K -2,495 -20%
M&T Bank
340
M&T Bank
New York
$1.27M +$74.6K +656 +7%
PAM
341
Pegasus Asset Management
New York
$1.27M -$75.5K -664 -6%
SM
342
SG3 Management
Puerto Rico
$1.26M +$796K +7,000 +233%
Janney Montgomery Scott
343
Janney Montgomery Scott
Pennsylvania
$1.24M -$85.3K -750 -7%
KeyBank National Association
344
KeyBank National Association
Ohio
$1.24M -$610K -5,368 -35%
RGC
345
Roberts, Glore & Co
Illinois
$1.23M +$402K +3,537 +57%
CGH
346
Crossmark Global Holdings
Texas
$1.23M +$19.3K +170 +2%
CCP
347
Clarkston Capital Partners
Michigan
$1.19M
EH
348
Equitable Holdings
New York
$1.12M +$1.01M +8,891 New
AI
349
Aperture Investors
New York
$1.12M +$1.01M +8,860 New
BBHC
350
Brown Brothers Harriman & Co
New York
$1.07M +$958K +8,428 +52,675%