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Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
526
Steward Partners Investment Advisory
New York
$533K -$268K -8,900 -35%
ADL
527
Asset Dedication LLC
California
$533K +$18.1K +600 +4%
MAM
528
Meeder Asset Management
Ohio
$530K +$504K +16,750 New
SS
529
Simplicity Solutions
Minnesota
$528K -$340K -11,300 -40%
SA
530
Syntax Advisors
New York
$527K +$15.1K +500 +3%
VCG
531
Vantage Consulting Group
Virginia
$527K +$15.1K +500 +3%
BSW
532
Buckingham Strategic Wealth
Missouri
$524K +$30.1K +1,000 +6%
DAS
533
Dynamic Advisor Solutions
Arizona
$514K +$16.6K +550 +4%
WSCM
534
Wellington Shields Capital Management
New York
$514K +$4.71M +156,300 +2,501%
ACM
535
Advisors Capital Management
New Jersey
$509K -$78.3K -2,600 -14%
CIA
536
Choate Investment Advisors
Massachusetts
$509K -$22.6K -750 -4%
JCIA
537
Jackson Creek Investment Advisors
Colorado
$503K -$16.6K -550 -3%
AIC
538
Archer Investment Corporation
Indiana
$500K
EGM
539
Engineers Gate Manager
New York
$498K -$2.64M -87,750 -85%
BCM
540
BTC Capital Management
Iowa
$498K +$13.6K +450 +3%
ZB
541
Zions Bancorporation
Utah
$492K +$105K +3,500 +29%
CNC
542
Canandaigua National Corp
New York
$489K +$465K +15,450 New
BS
543
Bessemer Securities
New York
$486K
FT
544
Fiduciary Trust
Massachusetts
$484K -$413K -13,700 -47%
EH
545
Equitable Holdings
New York
$484K +$461K +15,300 New
WIM
546
Wittenberg Investment Management
Massachusetts
$481K
DA
547
Dillon & Associates
Michigan
$481K +$16.6K +550 +4%
BWM
548
Bulltick Wealth Management
Florida
$481K +$160K +5,300 +54%
CCM
549
Coldstream Capital Management
Washington
$475K +$28.6K +950 +7%
SLWA
550
San Luis Wealth Advisors
California
$472K +$407K +13,500 New