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Name Holding Trade Value Shares
Change
Change in
Stake
HA
451
HYA Advisors
Missouri
$532K +$21.4K +699 +4%
AWE
452
Avidian Wealth Enterprises
Texas
$532K +$148K +4,828 +35%
FFA
453
Founders Financial Alliance
North Carolina
$528K -$159K -5,185 -22%
DBIA
454
Dumont & Blake Investment Advisors
New Jersey
$524K
AIC
455
Archer Investment Corporation
Indiana
$521K
WHG
456
Westwood Holdings Group
Texas
$519K
SB
457
Strategic Blueprint
Georgia
$516K +$7.23K +236 +1%
WTC
458
WhitTier Trust Company
Nevada
$507K
SB
459
Simmons Bank
Arkansas
$504K
AMIM
460
Aull & Monroe Investment Management
Alabama
$501K -$3.71K -121 -0.7%
RCAG
461
Rehmann Capital Advisory Group
Michigan
$501K +$24.6K +804 +5%
First Manhattan
462
First Manhattan
New York
$500K +$5.51K +180 +1%
PA
463
PSI Advisors
Florida
$499K
BHWM
464
Bar Harbor Wealth Management
New Hampshire
$497K +$260K +8,498 +94%
BB
465
Busey Bank
Illinois
$494K -$980 -32 -0.2%
TPM
466
Triasima Portfolio Management
Quebec, Canada
$489K -$309K -10,090 -37%
IC
467
Inverness Counsel
New York
$484K -$12.3K -400 -2%
FPCP
468
Fort Point Capital Partners
California
$484K -$2.36K -77 -0.4%
MCM
469
McKinley Capital Management
Alaska
$482K -$18K -588 -3%
SFA
470
Sequoia Financial Advisors
Ohio
$480K -$57.7K -1,884 -10%
BRWM
471
B. Riley Wealth Management
Tennessee
$479K +$274K +8,937 +112%
AA
472
Ancora Advisors
Ohio
$478K +$1.69K +55 +0.3%
WC
473
Woodstock Corp
Massachusetts
$475K
JIC
474
Johnson Investment Counsel
Ohio
$474K +$10K +327 +2%
CQS
475
Credential Qtrade Securities
$474K +$87.2K +2,847 +21%