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Name Holding Trade Value Shares
Change
Change in
Stake
BSAM
676
Blue Square Asset Management
New York
$27K +$24.1K +1,410 New
JFGIW
677
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26K – – –
VNA
678
Valley National Advisers
Pennsylvania
$25K -$18.6K -1,090 -45%
1W
679
1776 Wealth
Georgia
$24K – – –
CAL
680
Capital Analysts LLC
Pennsylvania
$24K – – –
PFGIA
681
Patriot Financial Group Insurance Agency
Massachusetts
$24K – – –
CI
682
CX Institutional
Indiana
$24K +$5.47K +320 +35%
BL
683
Balentine LLC
Georgia
$23K +$4.62K +270 +30%
KPW
684
Kore Private Wealth
New York
$19K -$18.5K -1,080 -52%
PB
685
Pinnacle Bancorp
Nebraska
$19K – – –
PG
686
Proffitt & Goodson
Tennessee
$19K – – –
SCA
687
Stonebridge Capital Advisors
Minnesota
$19K – – –
JCM
688
Jacobi Capital Management
Pennsylvania
$19K +$8.04K +470 +94%
FCA
689
FinTrust Capital Advisors
South Carolina
$18K – – –
SLF
690
Sun Life Financial
Ontario, Canada
$18K – – –
LWM
691
Liberty Wealth Management
California
$18K +$684 +40 +5%
CCA
692
Column Capital Advisors
Indiana
$18K +$3.76K +220 +30%
EWP
693
Engrave Wealth Partners
Texas
$17K – – –
First Manhattan
694
First Manhattan
New York
$17K +$1.37K +80 +10%
CCM
695
Cribstone Capital Management
Maine
$16K -$12K -700 -47%
EFSCE
696
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$1.71K +100 +14%
BFEC
697
Benjamin F. Edwards & Company
Missouri
$15K – – –
PCG
698
Private Capital Group
Connecticut
$15K – – –
FMII
699
Farmers & Merchants Investments Inc
Nebraska
$15K +$171 +10 +1%
TFA
700
Transamerica Financial Advisors
Florida
$15K +$11.3K +660 +943%