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Name Holding Trade Value Shares
Change
Change in
Stake
BBA
451
BLB&B Advisors
Pennsylvania
$456K -$36.9K -668 -7%
AWM
452
Apollon Wealth Management
South Carolina
$455K -$6.13K -111 -1%
IIM
453
Ipswich Investment Management
Massachusetts
$454K +$12.1K +220 +3%
ICG
454
InterOcean Capital Group
Tennessee
$446K +$453K +8,197 New
PFS
455
Prospera Financial Services
Texas
$445K -$82.6K -1,496 -15%
CBN
456
Cadence Bank NA
Texas
$445K – – –
BDS
457
Banco de Sabadell
Florida
$443K -$12.1K -220 -3%
BCI
458
Brinker Capital Investments
Pennsylvania
$441K -$2.35M -42,603 -84%
DAM
459
Delta Asset Management
Tennessee
$440K -$2.21K -40 -0.5%
BLC
460
Brown, Lisle/Cummings
Rhode Island
$439K +$773 +14 +0.2%
CFGS
461
Concourse Financial Group Securities
Alabama
$438K +$80.3K +1,454 +22%
CBB
462
Citizens Business Bank
California
$435K – – –
Invesco
463
Invesco
Georgia
$435K +$158K +2,869 +56%
TF
464
TIAA FSB
Florida
$435K +$441K +7,986 New
CIA
465
Cohen Investment Advisors
New Hampshire
$434K +$6.4K +116 +1%
GIA
466
Gladstone Institutional Advisory
Florida
$432K -$124K -2,248 -22%
SWM
467
Spire Wealth Management
Virginia
$431K -$79.7K -1,444 -15%
GT
468
Glenview Trust
Kentucky
$431K +$4.86K +88 +1%
DSN
469
D. Scott Neal
Kentucky
$431K +$7.45K +135 +2%
LWCFA
470
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$428K – – –
MAM
471
Mystic Asset Management
Rhode Island
$428K – – –
MWM
472
Mission Wealth Management
California
$427K +$109K +1,968 +33%
IC
473
Intersect Capital
California
$427K +$161K +2,920 +59%
SMC
474
Smith, Moore & Co
Missouri
$426K -$35.3K -640 -8%
BBHC
475
Brown Brothers Harriman & Co
New York
$426K +$1.44K +26 +0.3%