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Name Holding Trade Value Shares
Change
Change in
Stake
FF
876
FourThought Financial
Florida
$429K +$133K +710 +41%
RA
877
RFG Advisory
Alabama
$426K -$5.45K -29 -1%
NB
878
Nicolet Bankshares
Wisconsin
$425K +$34.9K +186 +8%
GBA
879
Garrison Bradford & Associates
New York
$424K – – –
MIM
880
Meridiem Investment Management
United Kingdom
$421K – – –
TF
881
Tompkins Financial
New York
$408K – – –
WI
882
Wintrust Investments
Illinois
$408K +$47.1K +251 +12%
BOM
883
Bank of Marin
California
$405K -$1.88K -10 -0.4%
CA
884
Clearstead Advisors
Ohio
$404K -$28.2K -150 -6%
F
885
F3Logic
Minnesota
$401K +$422K +2,246 New
NCM
886
Next Capital Management
New York
$399K – – –
MLL
887
Moody Lynn & Lieberson
Massachusetts
$395K -$28.2K -150 -6%
UIA
888
Ulland Investment Advisors
Minnesota
$394K -$18.8K -100 -4%
MJP
889
Michael J. Puzo
$393K – – –
MC
890
Moors & Cabot
Massachusetts
$393K +$54.7K +291 +15%
WTB
891
Washington Trust Bank
Washington
$390K -$24K -128 -5%
MWM
892
Modera Wealth Management
New Jersey
$389K -$217K -1,153 -34%
IAN
893
Integrated Advisors Network
Texas
$389K -$74.4K -396 -15%
OFS
894
Orrstown Financial Services
Pennsylvania
$389K -$65.7K -350 -14%
OPA
895
Old Port Advisors
Maine
$388K -$30.4K -162 -7%
NRS
896
Neville Rodie & Shaw
New York
$385K – – –
SYBT
897
Stock Yards Bank & Trust
Kentucky
$384K +$751 +4 +0.2%
STA
898
Summit Trail Advisors
New York
$382K +$406K +2,159 New
UH
899
Unigestion Holding
Switzerland
$380K +$405K +2,155 New
VT
900
Vise Technologies
New York
$378K -$1.4M -7,466 -78%