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Name Holding Trade Value Shares
Change
Change in
Stake
CBT
726
Central Bank & Trust
Kentucky
$84K – – –
ADL
727
Asset Dedication LLC
California
$83K -$2.57K -71 -3%
AIL
728
AGF Investments LLC
Ontario, Canada
$81K -$24.7K -681 -23%
GLI
729
Guardian Life Insurance
New York
$81K -$1.99K -55 -2%
LWCFA
730
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$79K -$4.2K -116 -5%
BCA
731
Berman Capital Advisors
Georgia
$76K -$2.97K -82 -4%
CFA
732
Carroll Financial Associates
North Carolina
$73K +$38.7K +1,067 +111%
OPS
733
Orion Portfolio Solutions
Nebraska
$72K +$72.2K +1,992 New
CWP
734
CFM Wealth Partners
Texas
$72K +$72.5K +2,000 New
JCM
735
Jacobi Capital Management
Pennsylvania
$70K – – –
PCG
736
Private Capital Group
Connecticut
$69K +$35.4K +978 +103%
CBT
737
Capital Bank & Trust
California
$65K – – –
PWMG
738
Prestige Wealth Management Group
New Jersey
$65K +$145 +4 +0.2%
FWM
739
Focused Wealth Management
New York
$63K – – –
RIA
740
Realta Investment Advisors
Delaware
$62K -$48.4K -1,335 -43%
NFG
741
Next Financial Group
Texas
$61K -$31.3K -863 -34%
HIA
742
Harbor Investment Advisory
Maryland
$61K +$61K +1,685 New
Loomis, Sayles & Company
743
Loomis, Sayles & Company
Massachusetts
$60K +$3.69K +102 +7%
CFGS
744
Concourse Financial Group Securities
Alabama
$59K -$50.7K -1,400 -46%
GFPC
745
Global Financial Private Capital
Florida
$58K +$58.4K +1,611 New
BWP
746
Baldwin Wealth Partners
Massachusetts
$54K -$1.23K -34 -2%
BL
747
Balentine LLC
Georgia
$53K +$44.6K +1,231 +538%
NSIM
748
North Star Investment Management
Illinois
$51K -$543 -15 -1%
FMB
749
Field & Main Bank
Kentucky
$51K – – –
HWA
750
Heritage Wealth Advisors
Virginia
$50.8K +$4.2K +116 +9%