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JBTM

JBT Marel

Name Holding Trade Value Shares
Change
Change in
Stake
PCG
226
Private Capital Group
Connecticut
$20K +$229 +2 +1%
VCM
227
Versant Capital Management
Arizona
$19K -$229 -2 -1%
PFBT
228
Parkside Financial Bank & Trust
Missouri
$15K -$3.78K -33 -20%
Bessemer Group
229
Bessemer Group
New Jersey
$15K
IFAM
230
Institutional & Family Asset Management
Colorado
$15K +$15.1K +132 New
SWM
231
SeaCrest Wealth Management
New York
$14K
APP
232
Avantax Planning Partners
Iowa
$14K +$14K +122 New
FCB
233
First Command Bank
Texas
$12K
FCFS
234
First Command Financial Services
Texas
$12K
RCAG
235
Rehmann Capital Advisory Group
Michigan
$11K +$11.1K +97 New
CFA
236
Carroll Financial Associates
North Carolina
$10K
BP
237
Ballentine Partners
Massachusetts
$10K +$9.84K +86 New
CHP
238
Cable Hill Partners
Oregon
$9K -$8.58K -75 -48%
ASN
239
Advisory Services Network
Georgia
$8K
WAM
240
Wealthspire Advisors (Maryland)
Maryland
$8K
TF
241
Tompkins Financial
New York
$7K +$7.44K +65 New
CTC
242
Central Trust Company
Missouri
$6K -$5.72K -50 -50%
IA
243
IFP Advisors
Florida
$5K
APA
244
American Portfolios Advisors
New York
$4.88K
RFC
245
Regions Financial Corp
Alabama
$4K
JA
246
JOYN Advisors
Georgia
$4K +$4.35K +38 New
Federated Hermes
247
Federated Hermes
Pennsylvania
$3K -$2.86K -25 -45%
HMS
248
Hanseatic Management Services
New Mexico
$2K -$2.29K -20 -51%
FWM
249
Focused Wealth Management
New York
$2K
QI
250
QS Investors
New York
$1K