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Name Holding Trade Value Shares
Change
Change in
Stake
RIG
426
Roosevelt Investment Group
New York
$170K -$53K -3,983 -25%
AW
427
ACG Wealth
Georgia
$168K
YMRC
428
Yorktown Management & Research Company
Virginia
$167K
Truist Financial
429
Truist Financial
North Carolina
$164K -$53.4K -4,016 -25%
FAM
430
Fenimore Asset Management
New York
$155K
SI
431
Stephens Inc
Arkansas
$155K +$148K +11,122 New
SC
432
SRB Corp
Massachusetts
$153K +$10.5K +792 +8%
LWM
433
Lenox Wealth Management
Ohio
$152K
JMPWA
434
JP Morgan Private Wealth Advisors
California
$145K +$138K +10,405 New
VKH
435
Virtu KCG Holdings
New York
$143K -$1.11M -83,238 -89%
BO
436
BRR OpCo
Ohio
$143K -$11.6K -875 -8%
SIM
437
Sigma Investment Management
Oregon
$143K
DCM
438
Dynamic Capital Management
Jersey
$141K -$1.41M -106,055 -91%
RNS
439
Robert N. Shapiro
$141K -$24K -1,801 -15%
FNB
440
First Niagara Bank
New York
$141K +$135K +10,116 New
PP
441
Prudential plc
United Kingdom
$140K
FMWA
442
Forvis Mazars Wealth Advisors
Missouri
$140K +$545 +41 +0.4%
BMO
443
Beck Mack & Oliver
New York
$139K
RP
444
Rowlandmiller & Partners
Georgia
$138K +$132K +9,895 New
SSG
445
Summit Securities Group
New York
$136K -$137K -10,281 -51%
ASN
446
Advisory Services Network
Georgia
$132K
FMLI
447
Fukoku Mutual Life Insurance
Japan
$126K
CB
448
Community Bank
New York
$121K +$116K +8,718 New
RC
449
RegentAtlantic Capital
New Jersey
$120K -$49K -3,685 -30%
EPM
450
Equitec Proprietary Markets
Illinois
$109K +$104K +7,821 New