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Name Holding Trade Value Shares
Change
Change in
Stake
BCV
526
Banque Cantonale Vaudoise
Switzerland
$232K
BOS
527
Bingham Osborn & Scarborough
California
$229K +$742 +7 +0.3%
SIM
528
Sonora Investment Management
Arizona
$228K -$668K -6,298 -70%
B
529
Barings
North Carolina
$227K
CNBT
530
Canandaigua National Bank & Trust
New York
$227K
EFS
531
Essex Financial Services
Connecticut
$225K
DC
532
Davenport & Co
Virginia
$224K -$21.3K -201 -7%
CS
533
Cannell & Spears
New York
$221K +$279K +2,630 New
AW
534
ACG Wealth
Georgia
$215K +$212 +2 +0.1%
GIA
535
Gateway Investment Advisers
Ohio
$215K +$59.3K +559 +28%
1WA
536
180 Wealth Advisors
Washington
$212K +$1.38K +13 +0.5%
BOPW
537
Brandywine Oak Private Wealth
Pennsylvania
$211K +$5.62K +53 +2%
PIM
538
Penobscot Investment Management
Massachusetts
$210K
Wealthfront Advisers
539
Wealthfront Advisers
California
$209K -$67.3K -635 -20%
DHFB
540
Dixon Hubard Feinour & Brown
Virginia
$209K
PAMG
541
Patton Albertson Miller Group
Tennessee
$207K -$31.8K -300 -11%
Pacer Advisors
542
Pacer Advisors
Pennsylvania
$207K +$9.97K +94 +4%
VIA
543
Vident Investment Advisory
Georgia
$206K -$110K -1,036 -30%
LIM
544
Leavell Investment Management
Alabama
$206K
FDS
545
Freedom Day Solutions
Texas
$206K +$260K +2,451 New
SPIA
546
Steward Partners Investment Advisory
New York
$204K +$21.7K +205 +9%
KA
547
Kovack Advisors
Florida
$202K +$58.1K +548 +29%
SEC
548
Seven Eight Capital
New York
$201K -$557K -5,255 -69%
AAM
549
Aureus Asset Management
Massachusetts
$201K
HIC
550
Holderness Investments Company
North Carolina
$200K