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Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
1176
Spirit of America Management Corp
New York
$372K – – –
FB
1177
First Bancorp
Maine
$371K – – –
Jones Financial Companies
1178
Jones Financial Companies
Missouri
$370K -$229 -1 -0.1%
N
1179
Natixis
France
$370K +$341K +1,491 New
DTC
1180
Davidson Trust Company
Washington
$368K – – –
IGAM
1181
iA Global Asset Management
Quebec, Canada
$368K +$340K +1,486 New
CPIG
1182
Chicago Partners Investment Group
Illinois
$368K +$31.4K +137 +11%
CAMV
1183
Concord Asset Management (Virginia)
Virginia
$367K +$78K +341 +30%
VWA
1184
Visionary Wealth Advisors
Illinois
$366K -$38K -166 -10%
AI
1185
Atom Investors
Texas
$364K +$336K +1,470 New
TFA
1186
Transamerica Financial Advisors
Florida
$364K +$169K +740 +102%
SIP
1187
Stoneridge Investment Partners
Pennsylvania
$362K – – –
OW
1188
Olistico Wealth
Oklahoma
$362K – – –
RMAM
1189
Raab & Moskowitz Asset Management
New Jersey
$361K -$70.7K -309 -18%
CCFM
1190
Clear Creek Financial Management
Washington
$361K -$70.7K -309 -18%
WT
1191
Washington Trust
Rhode Island
$360K – – –
CPC
1192
Congress Park Capital
New York
$359K -$51.5K -225 -13%
ILI
1193
Invesco LLC (Illinois)
Illinois
$358K +$331K +1,446 New
EFS
1194
Essex Financial Services
Connecticut
$358K +$2.52K +11 +0.8%
TF
1195
Tompkins Financial
New York
$356K – – –
MIM
1196
MTM Investment Management
South Carolina
$356K – – –
OWA
1197
Opal Wealth Advisors
New York
$356K +$328K +1,435 New
BPFA
1198
Barnes Pettey Financial Advisors
Mississippi
$355K -$121K -527 -27%
CFAM
1199
Center For Asset Management
Florida
$355K +$328K +1,432 New
YIA
1200
YHB Investment Advisors
Connecticut
$354K – – –