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Name Holding Trade Value Shares
Change
Change in
Stake
IMC
876
Investment Management Corporation
Virginia
$630K -$53.6K -251 -8%
AIC
877
Argus Investors Counsel
New York
$629K -$2.56K -12 -0.4%
SYBT
878
Stock Yards Bank & Trust
Kentucky
$628K – – –
PPWP
879
Premier Path Wealth Partners
New Jersey
$627K +$5.98K +28 +0.9%
KAS
880
KPP Advisory Services
Kentucky
$626K +$23.1K +108 +4%
BP
881
Ballentine Partners
Massachusetts
$623K -$112K -524 -15%
SRA
882
Secured Retirement Advisors
Minnesota
$614K +$639K +2,993 New
UAG
883
United Advisor Group
Ohio
$611K +$11.1K +52 +2%
WSFS
884
Wilmington Savings Fund Society
Delaware
$609K -$887K -4,153 -58%
CRC
885
Curi RMB Capital
Illinois
$608K -$5.55K -26 -0.9%
PP
886
Patron Partners
Texas
$608K – – –
CM
887
Castleark Management
Illinois
$608K – – –
HPC
888
HM Payson & Co
Maine
$607K – – –
PFG
889
PAX Financial Group
Texas
$602K -$13K -61 -2%
HWA
890
Heritage Wealth Advisors
Virginia
$600K – – –
KWM
891
Kingsview Wealth Management
Oregon
$598K +$15.8K +74 +3%
FAFN
892
First Affirmative Financial Network
Colorado
$595K -$13.9K -65 -2%
SW
893
SVB Wealth
Massachusetts
$595K +$641 +3 +0.1%
SEIA
894
Signature Estate & Investment Advisors
California
$593K +$132K +620 +27%
CAS
895
Coppell Advisory Solutions
Texas
$591K +$194K +910 +46%
TC
896
TownSquare Capital
Utah
$590K -$175K -821 -22%
MC
897
Moors & Cabot
Massachusetts
$579K -$589K -2,759 -49%
AIM
898
Alhambra Investment Management
Florida
$579K – – –
FFM
899
Forum Financial Management
Illinois
$576K +$214 +1 +0%
NPFS
900
Novak & Powell Financial Services
Florida
$575K +$1.28K +6 +0.2%