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Name Holding Trade Value Shares
Change
Change in
Stake
PA
526
Pinnacle Associates
New York
$311K +$263K +1,750 New
MAP
527
Moody Aldrich Partners
Massachusetts
$309K -$1.8K -12 -0.7%
SYBT
528
Stock Yards Bank & Trust
Kentucky
$307K +$259K +1,725 New
SHGA
529
Sand Hill Global Advisors
California
$306K
BZWA
530
Blue Zone Wealth Advisors
California
$304K +$257K +1,711 New
QOP
531
Quinn Opportunity Partners
Virginia
$302K
CI
532
Conning Inc
Connecticut
$301K +$254K +1,690 New
MCC
533
Money Concepts Capital
Florida
$297K +$251K +1,671 New
AS
534
Altshuler Shaham
Israel
$296K +$139K +925 +126%
MFG
535
Magnus Financial Group
New York
$293K -$14K -93 -5%
RIG
536
RiverFront Investment Group
Virginia
$288K +$244K +1,620 New
PCA
537
Private Capital Advisors
Connecticut
$285K +$241K +1,600 New
SIM
538
SSI Investment Management
California
$284K +$239K +1,592 New
CCM
539
Coldstream Capital Management
Washington
$284K +$240K +1,595 New
CIAS
540
Capital Investment Advisory Services
North Carolina
$283K +$239K +1,588 New
SIC
541
Sigma Investment Counselors
Michigan
$276K +$233K +1,549 New
NIM
542
NuWave Investment Management
New Jersey
$276K +$233K +1,550 New
Mercer Global Advisors
543
Mercer Global Advisors
Colorado
$272K +$230K +1,527 New
ZCA
544
Zeke Capital Advisors
Pennsylvania
$268K -$367K -2,438 -62%
CAM
545
Columbia Asset Management
Michigan
$267K +$226K +1,500 New
FNWM
546
Financial Network Wealth Management
Utah
$267K +$226K +1,500 New
GIM
547
Grassi Investment Management
California
$267K +$226K +1,500 New
DAS
548
Dynamic Advisor Solutions
Arizona
$266K +$225K +1,497 New
SS
549
Simplicity Solutions
Minnesota
$264K +$223K +1,486 New
YWP
550
YorkBridge Wealth Partners
New York
$258K +$218K +1,450 New