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Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
576
Peapack-Gladstone Financial Corp
New Jersey
$406K -$218K -929 -33%
CIA
577
Capital Investment Advisors
Georgia
$405K -$29.5K -126 -6%
FHWM
578
Fox Hill Wealth Management
Massachusetts
$405K -$6.56K -28 -1%
SPIA
579
Steward Partners Investment Advisory
New York
$403K +$16.6K +71 +4%
JMFC
580
J.M. Forbes & Co
Massachusetts
$403K -$9.13K -39 -2%
MIM
581
Morningstar Investment Management
Illinois
$402K – – –
PI
582
PFG Investments
New York
$400K +$434K +1,854 New
RPA
583
Rock Point Advisors
Vermont
$397K – – –
PCM
584
Prelude Capital Management
New York
$396K +$8.9K +38 +2%
Kovitz Investment Group Partners
585
Kovitz Investment Group Partners
Illinois
$394K +$428K +1,827 New
PA
586
Parallel Advisors
California
$394K -$17.6K -75 -4%
MWM
587
Mission Wealth Management
California
$394K +$15.5K +66 +4%
CSPIA
588
Cary Street Partners Investment Advisory
Virginia
$394K -$1.87K -8 -0.4%
CW
589
Connectus Wealth
Ohio
$391K – – –
TRIA
590
Trail Ridge Investment Advisors
Colorado
$390K -$279K -1,192 -40%
AC
591
AXQ Capital
New Jersey
$388K -$258K -1,100 -38%
PFS
592
Prospera Financial Services
Texas
$385K -$142K -607 -25%
AT
593
Arden Trust
Delaware
$384K -$36.3K -155 -8%
CBT
594
Central Bank & Trust
Kentucky
$379K -$16.2K -69 -4%
FTDI
595
First Trust Direct Indexing
Massachusetts
$375K -$23.7K -101 -5%
FFM
596
Fullerton Fund Management
Singapore
$374K +$406K +1,734 New
AFM
597
Armstrong Fleming & Moore
District of Columbia
$374K – – –
WS
598
Wedbush Securities
California
$373K +$43.3K +185 +12%
SC
599
Syon Capital
California
$372K +$35.8K +153 +10%
IB
600
Intrust Bank
Kansas
$372K -$54.3K -232 -12%