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Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
1151
Concourse Financial Group Securities
Alabama
$174K +$39.4K +223 +30%
CFG
1152
CKW Financial Group
Hawaii
$172K +$17.7K +100 +12%
HI
1153
Hendershot Investments
Virginia
$171K – – –
AW
1154
Alpha Windward
Massachusetts
$165K +$3K +17 +2%
KPCM
1155
Kings Point Capital Management
New York
$158K – – –
SAS
1156
Stelac Advisory Services
New York
$156K – – –
QAM
1157
QCI Asset Management
New York
$153K -$4.42K -25 -3%
LC
1158
Lindbrook Capital
California
$146K +$9.54K +54 +7%
AF
1159
Allworth Financial
California
$143K +$30.2K +171 +28%
SMFS
1160
Squar Milner Financial Services
California
$143K +$84.8K +480 +154%
ESB
1161
Essex Savings Bank
Connecticut
$141K -$44.2K -250 -24%
Acadian Asset Management
1162
Acadian Asset Management
Massachusetts
$136K – – –
PCG
1163
Private Capital Group
Connecticut
$136K +$18.4K +104 +16%
SIA
1164
SeaBridge Investment Advisors
New Jersey
$133K -$945K -5,345 -88%
CAM
1165
Close Asset Management
United Kingdom
$129K +$108K +612 +612%
GLI
1166
Guardian Life Insurance
New York
$124K – – –
RFA
1167
Reilly Financial Advisors
California
$121K +$18.6K +105 +19%
YWP
1168
YorkBridge Wealth Partners
New York
$120K +$48.3K +273 +70%
LWM
1169
Liberty Wealth Management
California
$119K +$353 +2 +0.3%
GSWM
1170
Golden State Wealth Management
California
$119K +$116K +657 New
PB
1171
Pinnacle Bancorp
Nebraska
$117K +$6.19K +35 +6%
EFSCE
1172
Enterprise Financial Services Corp (EFSC)
Missouri
$117K +$77.6K +439 +212%
NSIM
1173
North Star Investment Management
Illinois
$116K +$34.8K +197 +45%
BL
1174
Balentine LLC
Georgia
$112K – – –
TF
1175
Tompkins Financial
New York
$112K – – –