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Name Holding Trade Value Shares
Change
Change in
Stake
CRC
1251
Curi RMB Capital
Illinois
$843K -$492K -3,250 -36%
PAG
1252
Pinnacle Advisory Group
Maryland
$834K +$10.3K +68 +1%
PFGIA
1253
Patriot Financial Group Insurance Agency
Massachusetts
$831K +$161K +1,063 +22%
CFA
1254
Capstone Financial Advisors
Illinois
$830K -$48.4K -320 -5%
RA
1255
Rational Advisors
New York
$829K -$554K -3,661 -39%
ECM
1256
EagleClaw Capital Management
Massachusetts
$829K +$358K +2,364 +72%
MCM
1257
Maryland Capital Management
Maryland
$827K +$26.3K +174 +3%
PMFA
1258
Plante Moran Financial Advisors
Michigan
$823K +$102K +671 +14%
MPWT
1259
MassMutual Private Wealth & Trust
Connecticut
$819K +$94.4K +624 +13%
VCAM
1260
Van Cleef Asset Management
Ohio
$819K -$91.1K -602 -10%
TAM
1261
Trillium Asset Management
Massachusetts
$818K -$454 -3 -0.1%
AI
1262
ArchPoint Investors
Florida
$817K +$248K +1,637 +42%
MCWS
1263
McKinley Carter Wealth Services
West Virginia
$815K +$34.8K +230 +4%
JCP
1264
Jabre Capital Partners
Switzerland
$813K +$839K +5,544 New
CCB
1265
Cutter & Co Brokerage
Missouri
$810K +$72.8K +481 +10%
MAM
1266
Mastrapasqua Asset Management
Tennessee
$809K +$326K +2,154 +64%
CPA
1267
Court Place Advisors
Maryland
$808K +$23.8K +157 +3%
DC
1268
Derby & Company
Massachusetts
$807K -$54.5K -360 -6%
BWAM
1269
Boyd Watterson Asset Management
Ohio
$807K +$46.8K +309 +6%
AMG
1270
Asset Management Group
Connecticut
$806K +$2.27K +15 +0.3%
KA
1271
Kovack Advisors
Florida
$802K +$75.2K +497 +10%
BIAS
1272
Beacon Investment Advisory Services
New Jersey
$798K -$27.1K -179 -3%
P
1273
Pitcairn
Pennsylvania
$795K -$147K -972 -15%
IC
1274
Inverness Counsel
New York
$793K -$626K -4,140 -43%
AUB
1275
Atlantic Union Bankshares
Virginia
$792K -$89K -588 -10%