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Name Holding Trade Value Shares
Change
Change in
Stake
RA
876
RFG Advisory
Alabama
$426K -$5.45K -29 -1%
NB
877
Nicolet Bankshares
Wisconsin
$425K +$34.9K +186 +8%
GBA
878
Garrison Bradford & Associates
New York
$424K
MIM
879
Meridiem Investment Management
United Kingdom
$421K
TF
880
Tompkins Financial
New York
$408K
WI
881
Wintrust Investments
Illinois
$408K +$47.1K +251 +12%
BOM
882
Bank of Marin
California
$405K -$1.88K -10 -0.4%
CA
883
Clearstead Advisors
Ohio
$404K -$28.2K -150 -6%
F
884
F3Logic
Minnesota
$401K +$422K +2,246 New
NCM
885
Next Capital Management
New York
$399K
MLL
886
Moody Lynn & Lieberson
Massachusetts
$395K -$28.2K -150 -6%
UIA
887
Ulland Investment Advisors
Minnesota
$394K -$18.8K -100 -4%
MJP
888
Michael J. Puzo
$393K
MC
889
Moors & Cabot
Massachusetts
$393K +$54.7K +291 +15%
WTB
890
Washington Trust Bank
Washington
$390K -$24K -128 -5%
MWM
891
Modera Wealth Management
New Jersey
$389K -$217K -1,153 -34%
IAN
892
Integrated Advisors Network
Texas
$389K -$74.4K -396 -15%
OFS
893
Orrstown Financial Services
Pennsylvania
$389K -$65.7K -350 -14%
OPA
894
Old Port Advisors
Maine
$388K -$30.4K -162 -7%
NRS
895
Neville Rodie & Shaw
New York
$385K
SYBT
896
Stock Yards Bank & Trust
Kentucky
$384K +$751 +4 +0.2%
STA
897
Summit Trail Advisors
New York
$382K +$406K +2,159 New
UH
898
Unigestion Holding
Switzerland
$380K +$405K +2,155 New
VT
899
Vise Technologies
New York
$378K -$1.4M -7,466 -78%
GSIS
900
Global Strategic Investment Solutions
Arizona
$377K