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Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
451
Prudential Financial
New Jersey
$671K +$73.9K +452 +12%
JCM
452
Jacobi Capital Management
Pennsylvania
$660K +$327 +2 +0%
BWM
453
BCGM Wealth Management
Indiana
$660K +$108K +658 +22%
TFS
454
Thoroughbred Financial Services
Tennessee
$656K
FLPIM
455
F.L. Putnam Investment Management
Massachusetts
$654K -$69.2K -423 -10%
CG
456
Caprock Group
Idaho
$643K +$20.9K +128 +3%
V
457
Veritable
Delaware
$635K -$12.6K -77 -2%
SEC
458
Seven Eight Capital
New York
$635K
GT
459
Greenleaf Trust
Michigan
$635K +$60.4K +369 +11%
BC
460
Bridgefront Capital
Texas
$630K -$299K -1,829 -32%
PGFC
461
Peapack-Gladstone Financial Corp
New Jersey
$627K +$417K +2,547 +201%
Lido Advisors
462
Lido Advisors
California
$624K +$54.8K +335 +10%
HCM
463
Highlander Capital Management
New Jersey
$616K
RFM
464
Royal Fund Management
Florida
$614K -$51.7K -316 -8%
BSB
465
Bangor Savings Bank
Maine
$614K +$33.4K +204 +6%
WSTAM
466
Wilbanks Smith & Thomas Asset Management
Virginia
$613K -$45K -275 -7%
AF
467
Affiance Financial
Minnesota
$608K -$1.15K -7 -0.2%
RWM
468
Ritholtz Wealth Management
New York
$608K +$144K +881 +31%
WA1
469
Wimmer Associates 1
California
$603K
LSAG
470
Lake Street Advisors Group
New Hampshire
$603K +$22.7K +139 +4%
RC
471
RegentAtlantic Capital
New Jersey
$603K +$227K +1,389 +61%
TYCC
472
Texas Yale Capital Corp
Florida
$602K -$40.9K -250 -6%
CIC
473
Crawford Investment Counsel
Georgia
$598K -$31.4K -192 -5%
PA
474
Parallel Advisors
California
$594K +$4.74K +29 +0.8%
9WM
475
9258 Wealth Management
Ohio
$593K -$9.65K -59 -2%