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Name Holding Trade Value Shares
Change
Change in
Stake
PK
551
Pflug Koory
Nebraska
$11K – – –
RCC
552
Red Cedar Capital
Nebraska
$11K – – –
WAM
553
Watermark Asset Management
California
$11K – – –
CB
554
Community Bank
New York
$10K – – –
CAW
555
Cornerstone Advisors (Washington)
Washington
$10K – – –
FPFS
556
First Personal Financial Services
North Carolina
$10K – – –
NCM
557
Nelson Capital Management
California
$10K – – –
AWM
558
Aevitas Wealth Management
Massachusetts
$10K +$5.22K +242 +101%
ADL
559
Asset Dedication LLC
California
$10K +$9.77K +453 +1,416%
BC
560
Bartlett & Co
Ohio
$9K – – –
HFM
561
Hartford Financial Management
Connecticut
$9K – – –
JAM
562
Jolley Asset Management
North Carolina
$9K – – –
BCWM
563
Bartlett & Co Wealth Management
Ohio
$8.79K +$9.23K +428 New
SIM
564
Sonora Investment Management
Arizona
$8.13K – – –
OC
565
Oakworth Capital
Alabama
$8K -$388 -18 -4%
APSP
566
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K – – –
Carson Wealth (CWM LLC)
567
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
FIB
568
First Interstate Bank
Montana
$8K – – –
JFGIW
569
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K – – –
VNA
570
Valley National Advisers
Pennsylvania
$8K – – –
BAM
571
Bruderman Asset Management
New York
$8K +$8.54K +396 New
CAL
572
Capital Analysts LLC
Pennsylvania
$8K +$8.54K +396 New
AF
573
Advisornet Financial
Minnesota
$7K -$539 -25 -7%
DOA
574
D'Orazio & Associates
Virginia
$7K – – –
EARNEST Partners
575
EARNEST Partners
Georgia
$7K – – –