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Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
626
Rockefeller Capital Management
New York
$30K +$19K +220 +118%
BBHC
627
Brown Brothers Harriman & Co
New York
$27K
VFA
628
Valeo Financial Advisors
Indiana
$26K -$10.9K -126 -27%
Credit Agricole
629
Credit Agricole
France
$26K
APW
630
Acima Private Wealth
Virginia
$26K +$29.7K +345 New
CFGS
631
Concourse Financial Group Securities
Alabama
$25K -$3.19K -37 -10%
HDIM
632
Hanson & Doremus Investment Management
Vermont
$25K
CA
633
Claro Advisors
Massachusetts
$24K +$22.3K +259 New
MDCM
634
Morgan Dempsey Capital Management
Wisconsin
$23K -$1.12K -13 -4%
CAM
635
CenterStar Asset Management
Illinois
$23K
RE
636
RBC Europe
United Kingdom
$21.4K
MA
637
MCF Advisors
Kentucky
$21K
CAW
638
Cornerstone Advisors (Washington)
Washington
$21K +$776 +9 +3%
PFGIA
639
Patriot Financial Group Insurance Agency
Massachusetts
$20K
QT
640
Quantamental Technologies
New York
$20K +$22.7K +263 New
LFA
641
Legacy Financial Advisors
Kentucky
$19K +$7.5K +87 +50%
CIA
642
CSat Investment Advisory
Michigan
$19K +$8.1K +94 +57%
CC
643
Claybrook Capital
Massachusetts
$19K +$21.6K +250 New
WDL
644
Well Done LLC
Michigan
$19K +$21.6K +250 New
GAM
645
Gemmer Asset Management
California
$18K
POIA
646
Pin Oak Investment Advisors
Texas
$18K +$20.7K +240 New
LWM
647
Liberty Wealth Management
California
$17K +$19.9K +231 New
FLI
648
Family Legacy Inc
South Carolina
$15K
CIA
649
Cascade Investment Advisors
Oregon
$14.9K +$17.2K +200 New
ECM
650
Estabrook Capital Management
New York
$14.1K