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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
726
Plante Moran Financial Advisors
Michigan
$324K +$284 +2 +0.1%
EGM
727
Engineers Gate Manager
New York
$322K +$326K +2,298 New
Lido Advisors
728
Lido Advisors
California
$322K +$3.41K +24 +1%
PCA
729
Pallas Capital Advisors
Massachusetts
$322K -$114K -804 -26%
PA
730
Parallel Advisors
California
$320K -$15.6K -110 -5%
CAM
731
Cubic Asset Management
Massachusetts
$320K -$14.2K -100 -4%
BCM
732
Bayesian Capital Management
New York
$320K +$323K +2,277 New
HFAS
733
Hummer Financial Advisory Services
Illinois
$319K
CA
734
CoreCap Advisors
Michigan
$318K +$322K +2,268 New
UAML
735
US Asset Management LLC
Pennsylvania
$318K +$321K +2,265 New
PCA
736
Prosperity Capital Advisors
Ohio
$317K +$321K +2,261 New
ET
737
Equitable Trust
Tennessee
$317K -$284K -2,000 -47%
SS
738
Sunbelt Securities
Texas
$316K -$7.1K -50 -2%
MYLI
739
Meiji Yasuda Life Insurance
Japan
$313K +$317K +2,230 New
CB
740
Cadence Bank
Mississippi
$313K
MCM
741
Mengis Capital Management
Oregon
$312K +$142 +1 +0%
CCG
742
Cypress Capital Group
Florida
$311K +$28.4K +200 +10%
BPWM
743
Badgley Phelps Wealth Managers
Washington
$310K +$31.7K +223 +11%
MAG
744
Mayfair Advisory Group
Alabama
$310K +$17.7K +125 +6%
GCM
745
Greenland Capital Management
New York
$309K +$312K +2,200 New
SMH
746
Sanders Morris Harris
Texas
$306K
RPC
747
Rossmore Private Capital
Connecticut
$302K
ESB
748
Essex Savings Bank
Connecticut
$299K -$17.7K -125 -6%
PFM
749
Parsec Financial Management
North Carolina
$299K -$42.2K -297 -12%
BIA
750
Bigelow Investment Advisors
Maine
$298K -$151K -1,064 -33%