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Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
951
Princeton Global Asset Management
New Jersey
$501K +$43.4K +188 +10%
KFGK
952
Keystone Financial Group (Kentucky)
Kentucky
$501K -$11.3K -49 -2%
MLL
953
Moody Lynn & Lieberson
Massachusetts
$499K -$31.2K -135 -6%
AF
954
Affiance Financial
Minnesota
$497K -$104K -450 -18%
LAM
955
Lakewood Asset Management
Illinois
$496K
IWP
956
Insight Wealth Partners
Texas
$496K
DC
957
Diametric Capital
Massachusetts
$494K +$144K +622 +43%
DBG
958
De Burlo Group
Massachusetts
$494K -$5.78K -25 -1%
CPW
959
Cove Private Wealth
New York
$494K
BWM
960
Blossom Wealth Management
California
$493K +$4.62K +20 +1%
HWM
961
HighMark Wealth Management
Minnesota
$492K +$8.55K +37 +2%
MHB
962
Midwest Heritage Bank
Iowa
$490K -$8.32K -36 -2%
WOC
963
West Oak Capital
California
$488K
GL
964
Graypoint LLC
New York
$488K +$25.6K +111 +6%
PFBT
965
Parkside Financial Bank & Trust
Missouri
$483K +$31.7K +137 +7%
SC
966
Syon Capital
California
$481K +$13.2K +57 +3%
PWMG
967
Pinnacle Wealth Management Group
Michigan
$479K +$2.54K +11 +0.6%
CIA
968
Cape Investment Advisory
Georgia
$477K +$14.6K +63 +3%
PCC
969
Park Circle Company
Maryland
$476K
SACTSONJ
970
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$476K
WSFS
971
Wilmington Savings Fund Society
Delaware
$473K +$139K +600 +43%
CFSG
972
Clark Financial Services Group
Missouri
$469K
LI
973
LRI Investments
Florida
$468K +$424K +1,834 +1,369%
SB
974
Simmons Bank
Arkansas
$461K -$186K -807 -29%
MWM
975
Modera Wealth Management
New Jersey
$461K -$12.2K -53 -3%