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Name Holding Trade Value Shares
Change
Change in
Stake
SFP
601
Shepherd Financial Partners
Massachusetts
$740K +$8.98K +51 +1%
AUB
602
Atlantic Union Bankshares
Virginia
$736K -$13.2K -75 -2%
BIM
603
Bridges Investment Management
Nebraska
$735K – – –
GVAG
604
Great Valley Advisor Group
Delaware
$731K +$34.7K +197 +5%
IAA
605
Independent Advisor Alliance
North Carolina
$725K +$33.6K +191 +5%
FI
606
Fosun International
China
$723K – – –
PCS
607
Personal CFO Solutions
New Jersey
$721K +$296K +1,683 +71%
CCMINC
608
Cardinal Capital Management Inc (North Carolina)
North Carolina
$712K – – –
SFG
609
SevenBridge Financial Group
Pennsylvania
$710K -$13K -74 -2%
NICM
610
Neo Ivy Capital Management
New York
$702K +$690K +3,920 New
CG
611
Cutler Group
California
$696K +$528K +3,002 +337%
SP
612
Symmetry Partners
Connecticut
$695K – – –
EM
613
ELCO Management
New York
$694K +$20.2K +115 +3%
Cetera Investment Advisers
614
Cetera Investment Advisers
Illinois
$686K -$72K -409 -10%
V
615
Veritable
Delaware
$685K +$16.5K +94 +3%
FMII
616
Farmers & Merchants Investments Inc
Nebraska
$682K +$704 +4 +0.1%
CIA
617
CSat Investment Advisory
Michigan
$669K +$18.8K +107 +3%
HS
618
Haafor (Singapore)
Singapore
$669K +$658K +3,738 New
BBVA
619
Banco Bilbao Vizcaya Argentaria
Spain
$668K +$657K +3,734 New
IMRF
620
Illinois Municipal Retirement Fund
Illinois
$658K +$647K +3,675 New
PIA
621
Piedmont Investment Advisors
North Carolina
$655K -$1.06M -6,043 -62%
GHA
622
GW Henssler & Associates
Georgia
$653K +$114K +648 +22%
LAM
623
L2 Asset Management
Massachusetts
$651K +$640K +3,637 New
KRSITF
624
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$649K -$16.5K -94 -3%
HI
625
Horizon Investments
North Carolina
$646K +$635K +3,607 New