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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1251
Sage Investment Counsel
Tennessee
$120K – – –
SIM
1252
Sentry Investment Management
Wisconsin
$117K -$31.4K -2,729 -22%
RFS
1253
Richardson Financial Services
Massachusetts
$115K +$13.3K +1,150 +14%
RFA
1254
Register Financial Advisors
Georgia
$111K +$449 +39 +0.4%
OIA
1255
Optimum Investment Advisors
Illinois
$110K – – –
NFSG
1256
Newbridge Financial Services Group
Florida
$109K -$279K -24,254 -73%
AUB
1257
Atlantic Union Bankshares
Virginia
$109K +$73.9K +6,411 +236%
PWA
1258
Physician Wealth Advisors
Utah
$109K +$9.92K +861 +10%
BF
1259
BOK Financial
Oklahoma
$105K -$77.1K -6,695 -43%
GEA
1260
Glen Eagle Advisors
New Jersey
$105K +$14.6K +1,263 +17%
TF
1261
Tompkins Financial
New York
$105K – – –
Cohen & Steers
1262
Cohen & Steers
New York
$104K – – –
FMP
1263
Financial Management Professionals
Texas
$104K – – –
NSIM
1264
North Star Investment Management
Illinois
$102K +$530 +46 +0.5%
VC
1265
Vestor Capital
Illinois
$102K +$31.4K +2,725 +47%
ADL
1266
Asset Dedication LLC
California
$102K -$8.85K -768 -8%
FA
1267
Financial Avengers
California
$100K +$887 +77 +0.9%
APW
1268
Aventura Private Wealth
Florida
$99.6K – – –
VCM
1269
Versant Capital Management
Arizona
$97K +$7.41K +643 +9%
TPCW
1270
TD Private Client Wealth
New York
$96.2K +$1.45K +126 +2%
FDCP
1271
Foster Dykema Cabot & Partners
Massachusetts
$94.9K +$88.6K +7,689 +3,100%
SIC
1272
Salem Investment Counselors
North Carolina
$93.6K -$16.5K -1,430 -15%
MA
1273
MCF Advisors
Kentucky
$93K -$37.9K -3,291 -30%
AA
1274
Ancora Advisors
Ohio
$93K +$6.06K +526 +7%
NB
1275
NBT Bank
New York
$92.3K -$39K -3,388 -43%