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Name Holding Trade Value Shares
Change
Change in
Stake
MLL
526
Moody Lynn & Lieberson
Massachusetts
$271K – – –
EA
527
Elm Advisors
California
$269K -$36.9K -400 -13%
BCV
528
Banque Cantonale Vaudoise
Switzerland
$267K – – –
TCM
529
Teza Capital Management
Illinois
$264K +$252K +2,735 New
SIM
530
Sonora Investment Management
Arizona
$263K +$462 +5 +0.2%
NFG
531
Next Financial Group
Texas
$262K -$24.7K -268 -9%
DHFB
532
Dixon Hubard Feinour & Brown
Virginia
$261K – – –
EFS
533
Essex Financial Services
Connecticut
$259K – – –
SC
534
SouthState Corp
Florida
$259K +$248K +2,685 New
MWPCG
535
Measured Wealth Private Client Group
New Hampshire
$255K +$244K +2,645 New
CS
536
Cannell & Spears
New York
$254K – – –
CCP
537
Corient Capital Partners
California
$254K +$243K +2,632 New
NC
538
NewSquare Capital
Pennsylvania
$253K +$242K +2,625 New
GIA
539
Gateway Investment Advisers
Ohio
$252K +$3.97K +43 +2%
CNC
540
Canandaigua National Corp
New York
$251K +$240K +2,600 New
AW
541
ACG Wealth
Georgia
$248K +$185 +2 +0.1%
FC
542
FORA Capital
Florida
$245K +$234K +2,539 New
MIA
543
MainStreet Investment Advisors
Illinois
$245K +$234K +2,540 New
PIM
544
Penobscot Investment Management
Massachusetts
$242K – – –
AA
545
ALPS Advisors
Colorado
$241K -$25.5K -276 -10%
I
546
IberiaBank
Louisiana
$240K +$229K +2,484 New
BBVA
547
Banco Bilbao Vizcaya Argentaria
Spain
$238K -$450K -4,872 -66%
PAMG
548
Patton Albertson Miller Group
Tennessee
$238K – – –
LIM
549
Leavell Investment Management
Alabama
$237K – – –
BOS
550
Bingham Osborn & Scarborough
California
$235K -$27.4K -297 -11%