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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
576
Citizens Financial Group
Rhode Island
$830K -$54.9K -285 -6%
EWM
577
Empirical Wealth Management
Washington
$830K +$324K +1,682 +64%
TH
578
TCTC Holdings
Texas
$829K -$11K -57 -1%
OMC
579
Old Mission Capital
Illinois
$827K +$826K +4,289 New
LFG
580
Lazard Frères Gestion
France
$823K – – –
MWM
581
Mission Wealth Management
California
$820K +$98.4K +511 +14%
ET
582
Equitable Trust
Tennessee
$818K – – –
JCM
583
Jacobi Capital Management
Pennsylvania
$814K +$35.4K +184 +5%
CB
584
CNB Bank
Pennsylvania
$809K – – –
LJAC
585
L.J. Altfest & Co
New York
$808K +$807K +4,191 New
SSW
586
Smith Shellnut Wilson
Mississippi
$806K -$19.4K -101 -2%
TMAM
587
Tokio Marine Asset Management
Japan
$805K -$177K -920 -18%
AAM
588
Autus Asset Management
Arizona
$802K -$52K -270 -6%
BRWA
589
B. Riley Wealth Advisors
Florida
$800K +$204K +1,060 +34%
RC
590
Roundview Capital
New Jersey
$795K +$13.7K +71 +2%
PCA
591
Pallas Capital Advisors
Massachusetts
$788K +$807K +4,191 New
Wolverine Trading
592
Wolverine Trading
Illinois
$787K -$151K -787 -16%
VA
593
Valmark Advisers
Ohio
$780K +$2.12K +11 +0.3%
IIM
594
Ironwood Investment Management
Massachusetts
$773K +$29.8K +155 +4%
NFG
595
Next Financial Group
Texas
$764K -$397K -2,064 -34%
TWM
596
Titus Wealth Management
California
$760K +$77K +400 +11%
AWM
597
Apollon Wealth Management
South Carolina
$759K +$326K +1,694 +76%
ANTB
598
AMG National Trust Bank
Colorado
$757K -$192K -1,000 -20%
Vanguard Personalized Indexing Management
599
Vanguard Personalized Indexing Management
California
$754K +$282K +1,464 +60%
GWAM
600
Guardian Wealth Advisors (Minnesota)
Minnesota
$746K -$7.32K -38 -1%