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KEYS

Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
776
United Community Bank
South Carolina
$64.3K – – –
GWS
777
Glassman Wealth Services
Virginia
$63.1K +$1.88K +11 +3%
SC
778
SouthState Corp
Florida
$56.1K – – –
IA
779
IFP Advisors
Florida
$55K -$24.4K -143 -19%
BC
780
Barrett & Company
Rhode Island
$52.2K – – –
DIP
781
DT Investment Partners
Pennsylvania
$51.3K – – –
KFS
782
Kelly Financial Services
Massachusetts
$50K – – –
JFA
783
JNBA Financial Advisors
Minnesota
$49.8K – – –
BBHC
784
Brown Brothers Harriman & Co
New York
$49.4K – – –
FMP
785
Financial Management Professionals
Texas
$48K – – –
QC
786
Quent Capital
New York
$47.7K +$8.52K +50 +22%
HI
787
Hoey Investments
Pennsylvania
$46K – – –
MIFH
788
Migdal Insurance & Financial Holdings
Israel
$45K +$2.9K +17 +7%
EAM
789
Erste Asset Management
Austria
$44.5K – – –
EI
790
Ellevest Inc
New York
$43.5K -$19.1K -112 -31%
PTC
791
Private Trust Company
Ohio
$42K +$10.7K +63 +34%
PFPT
792
Pinnacle Financial Partners (Tennessee)
Tennessee
$41.9K – – –
FAM
793
Fred Alger Management
New York
$41.1K +$40.9K +240 New
CSPIA
794
Cary Street Partners Investment Advisory
Virginia
$40.9K +$40.7K +239 New
GIA
795
GHP Investment Advisors
Colorado
$39K – – –
GWM
796
Geneos Wealth Management
Colorado
$39K +$4.77K +28 +14%
SSB
797
Sandy Spring Bank
Maryland
$38.5K – – –
MWM
798
Mascoma Wealth Management
New Hampshire
$34.2K – – –
HWMA
799
Heritage Wealth Management (Arizona)
Arizona
$34.2K +$17K +100 +100%
USCWA
800
U.S. Capital Wealth Advisors
Texas
$33.4K +$33.2K +195 New
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