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Name Holding Trade Value Shares
Change
Change in
Stake
NERM
851
New England Research & Management
Illinois
$505K +$528K +11,000 New
PVI
852
Pine Valley Investments
New Jersey
$503K +$274K +5,710 +109%
BPA
853
Beacon Pointe Advisors
California
$503K -$10.1K -210 -2%
BP
854
Ballentine Partners
Massachusetts
$500K +$4.32K +90 +0.8%
FM
855
Foster & Motley
Ohio
$499K -$3.84K -80 -0.7%
WAG
856
Winthrop Advisory Group
Massachusetts
$496K +$1.92K +40 +0.4%
EVM
857
Evelyn V. Moreno
$490K
BS
858
Bessemer Securities
New York
$484K -$204K -4,250 -29%
SEC
859
Seven Eight Capital
New York
$484K +$506K +10,550 New
FDCDDQ
860
Federation des caisses Desjardins du Quebec
Quebec, Canada
$481K -$2.4K -50 -0.5%
CWAG
861
Compton Wealth Advisory Group
Virginia
$477K
MSFS
862
Main Street Financial Solutions
Pennsylvania
$476K +$959 +20 +0.2%
WPC
863
Wedmont Private Capital
Pennsylvania
$475K +$51.8K +1,080 +12%
ST
864
Smithfield Trust
Pennsylvania
$475K
QPBE
865
Quintet Private Bank (Europe)
Luxembourg
$474K +$1.92K +40 +0.4%
FA
866
FDx Advisors
Illinois
$473K -$6.33M -131,960 -93%
FSA
867
Fort Sheridan Advisors
Illinois
$472K
GLA
868
Great Lakes Advisors
Illinois
$470K +$12.9K +270 +3%
SYBT
869
Stock Yards Bank & Trust
Kentucky
$467K +$12.9K +270 +3%
PPWM
870
Paragon Private Wealth Management
Kentucky
$465K +$24.5K +510 +5%
AIA
871
AIMZ Investment Advisors
California
$462K
FFA
872
Fragasso Financial Advisors
Pennsylvania
$460K -$2.4K -50 -0.5%
CTC
873
Corundum Trust Company
South Dakota
$459K
EWA
874
Encompass Wealth Advisors
Oregon
$459K
LAI
875
Legal Advantage Investments
California
$459K