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Name Holding Trade Value Shares
Change
Change in
Stake
CFB
601
Cullen/Frost Bankers
Texas
$71K +$60.2K +400 New
NFSG
602
Newbridge Financial Services Group
Florida
$70K -$24.4K -162 -29%
ICP
603
Interchange Capital Partners
Pennsylvania
$70K +$59.6K +396 New
CA
604
Clearstead Advisors
Ohio
$69K +$1.5K +10 +3%
PWPS
605
Pinnacle Wealth Planning Services
Ohio
$66K +$55.6K +370 New
AAP
606
Arax Advisory Partners
Colorado
$65K +$3.76K +25 +7%
RE
607
RBC Europe
United Kingdom
$63.2K +$35.8K +238 +203%
IAIM
608
International Assets Investment Management
Florida
$62K +$52.5K +349 New
FPA
609
First Pacific Advisors
California
$60K +$51K +339 New
HPC
610
HM Payson & Co
Maine
$56K +$2.56K +17 +6%
QCG
611
Quadrant Capital Group
Ohio
$54K +$2.86K +19 +7%
EI
612
Ellevest Inc
New York
$54K +$18.3K +122 +67%
GAM
613
Gemmer Asset Management
California
$53K -$8.27K -55 -16%
RBC
614
Roble Belko & Company
Pennsylvania
$53K
WT
615
Washington Trust
Rhode Island
$53K
EP
616
Eudaimonia Partners
Tennessee
$53K +$7.07K +47 +19%
PFBT
617
Parkside Financial Bank & Trust
Missouri
$47K +$6.77K +45 +21%
HNB
618
Huntington National Bank
Ohio
$47K +$20.9K +139 +111%
LGA
619
Lebenthal Global Advisors
New York
$47K +$40.2K +267 New
CFD
620
Creative Financial Designs
Indiana
$45K +$3.01K +20 +9%
CCM
621
Covington Capital Management
California
$44K
SFSIG
622
San Francisco Sentry Investment Group
California
$41K +$34.6K +230 New
ATC
623
Adirondack Trust Company
New York
$38K +$13.5K +90 +90%
MAM
624
Meeder Asset Management
Ohio
$38K +$22.6K +150 +227%
PFGIA
625
Patriot Financial Group Insurance Agency
Massachusetts
$33K -$15K -100 -35%