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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
751
Joel Isaacson & Co
New York
$1.04M -$62.2K -222 -6%
AAP
752
Arax Advisory Partners
Colorado
$1.02M -$703K -2,508 -40%
AWM
753
Aberdeen Wealth Management
Illinois
$1.02M -$12.6K -45 -1%
PAM
754
Panagora Asset Management
Massachusetts
$1.02M -$67.3M -240,117 -98%
TTWM
755
TCV Trust & Wealth Management
Virginia
$1.01M – – –
WC
756
Wynn Capital
Georgia
$1.01M +$28.9K +103 +3%
PA
757
Pinnacle Associates
New York
$1M -$62K -221 -6%
TIA
758
Trust Investment Advisors
Indiana
$996K +$58.9K +210 +6%
WMG
759
WESCAP Management Group
California
$996K -$295K -1,053 -23%
FCM
760
Fieldview Capital Management
Michigan
$990K -$700K -2,496 -41%
HPC
761
HM Payson & Co
Maine
$989K -$53.8K -192 -5%
ATS
762
Ashton Thomas Securities
New York
$989K -$17.9K -64 -2%
EH
763
Equitable Holdings
New York
$987K -$307K -1,095 -23%
KF
764
Krilogy Financial
Missouri
$983K +$326K +1,164 +50%
CIC
765
Carnegie Investment Counsel
Ohio
$971K +$5.89K +21 +0.6%
PFBT
766
Parkside Financial Bank & Trust
Missouri
$968K +$9.25K +33 +0.9%
ASBI
767
American State Bank (Iowa)
Iowa
$966K – – –
SP
768
Symmetry Partners
Connecticut
$961K -$36.4K -130 -4%
CFB
769
Cullen/Frost Bankers
Texas
$959K +$31.7K +113 +3%
PF
770
Phoenix Financial
Israel
$957K +$388K +1,384 +66%
FAMI
771
Fideuram Asset Management (Ireland)
$951K +$862K +3,075 New
GRP
772
Global Retirement Partners
California
$942K +$134K +478 +16%
WAG
773
Winthrop Advisory Group
Massachusetts
$937K +$9.81K +35 +1%
CCFCSB
774
Cape Cod Five Cents Savings Bank
Massachusetts
$936K – – –
RBA
775
Richard Bernstein Advisors
New York
$928K -$104K -371 -10%