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Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
501
Peapack-Gladstone Financial Corp
New Jersey
$766K -$8.41K -43 -1%
LFA
502
Legacy Financial Advisors
Kentucky
$765K +$46K +235 +6%
EI
503
Ecofi Investissements
France
$765K +$9.78K +50 +1%
FAIM
504
Financial Advocates Investment Management
Washington
$764K +$151K +772 +23%
WAM
505
Weiss Asset Management
Massachusetts
$763K +$795K +4,068 New
JIC
506
Joel Isaacson & Co
New York
$760K
Lazard Asset Management
507
Lazard Asset Management
New York
$750K -$8.02K -41 -1%
ESB
508
Essex Savings Bank
Connecticut
$748K
PP
509
Patten & Patten
Tennessee
$741K
DC
510
Davenport & Co
Virginia
$736K +$7.82K +40 +1%
LWCFA
511
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$735K
AOI
512
Auto-Owners Insurance
Michigan
$732K
VSQM
513
V-Square Quantitative Management
Illinois
$721K +$39.3K +201 +6%
S
514
SignatureFD
Georgia
$717K +$5.08K +26 +0.7%
BFG
515
Bleakley Financial Group
New Jersey
$705K +$1.96K +10 +0.3%
BFS
516
Bradley Foster & Sargent
Connecticut
$688K -$24.1K -123 -3%
PFC
517
Phocas Financial Corp
California
$678K
P
518
Pitcairn
Pennsylvania
$675K -$15.6K -80 -2%
WA
519
Wealth Alliance
New York
$665K -$23.7K -121 -3%
NW
520
NewEdge Wealth
Pennsylvania
$662K +$269K +1,376 +64%
NSAM
521
North Star Asset Management
Wisconsin
$658K
AA
522
Ancora Advisors
Ohio
$657K +$238K +1,216 +53%
RWP
523
RWA Wealth Partners
Massachusetts
$655K -$782 -4 -0.1%
PAM
524
Panagora Asset Management
Massachusetts
$652K +$680K +3,476 New
PMA
525
Prudent Man Advisors
Illinois
$652K -$87.2K -446 -11%