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Name Holding Trade Value Shares
Change
Change in
Stake
PHIC
926
Pine Haven Investment Counsel
Massachusetts
$668K +$2.49K +10 +0.4%
SCM
927
Sage Capital Management
New Jersey
$665K +$249 +1 +0%
ECM
928
Everence Capital Management
Indiana
$665K -$52.2K -210 -7%
BG
929
Bollard Group
Massachusetts
$665K +$1.49K +6 +0.2%
Fiera Capital (Canada)
930
Fiera Capital (Canada)
Quebec, Canada
$662K – – –
LA
931
LVW Advisors
New York
$660K +$152K +610 +28%
ATS
932
Ashton Thomas Securities
New York
$658K +$17.9K +72 +3%
SYBT
933
Stock Yards Bank & Trust
Kentucky
$654K – – –
SF
934
Summit Financial
New Jersey
$654K +$224K +902 +48%
ZIC
935
ZWJ Investment Counsel
Georgia
$652K +$24.1K +97 +4%
AIA
936
Angeles Investment Advisors
California
$650K +$43.5K +175 +7%
KA
937
Klingman & Associates
New York
$641K -$9.94K -40 -1%
AI
938
Atom Investors
Texas
$639K +$214K +862 +46%
VFA
939
Voya Financial Advisors
Connecticut
$639K +$29.1K +117 +4%
BTI
940
Blue Trust Inc
Georgia
$639K +$206K +827 +44%
FWCM
941
Ferguson Wellman Capital Management
Oregon
$637K -$3.73K -15 -0.5%
PPWP
942
Premier Path Wealth Partners
New Jersey
$637K -$5.97K -24 -0.9%
IAIM
943
International Assets Investment Management
Florida
$635K -$35.8K -144 -5%
PW
944
Paladin Wealth
Minnesota
$635K +$60.9K +245 +10%
AO
945
Advisor OS
Illinois
$632K -$270K -1,086 -29%
GWM
946
Geneos Wealth Management
Colorado
$632K +$107K +431 +19%
WPC
947
Wedmont Private Capital
Pennsylvania
$630K +$8.45K +34 +1%
ZIM
948
Zacks Investment Management
Illinois
$629K -$14.9M -60,066 -96%
GC
949
Grimes & Company
Massachusetts
$627K -$46.5K -187 -7%
PCP
950
Pacific Capital Partners
$622K – – –