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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
576
AmeriServ Wealth Advisors
Pennsylvania
$696K
CFG
577
Citizens Financial Group
Rhode Island
$696K +$23.4K +472 +4%
TMAM
578
Tokio Marine Asset Management
Japan
$689K -$405K -8,152 -40%
RIL
579
Rothschild Investment LLC
Illinois
$678K
LSAG
580
Lake Street Advisors Group
New Hampshire
$678K +$31.8K +641 +6%
DCM
581
DGS Capital Management
New Jersey
$677K -$14.9K -300 -2%
IRF
582
IBM Retirement Fund
New York
$676K -$34.8K -700 -6%
EH
583
Equitable Holdings
New York
$676K +$80K +1,611 +16%
KCM
584
Kathmere Capital Management
Pennsylvania
$675K +$76.4K +1,538 +15%
OC
585
Oppenheimer & Co
New York
$670K -$104K -2,093 -15%
ODG
586
O'Dell Group
Ohio
$669K +$993 +20 +0.2%
BO
587
BRR OpCo
Ohio
$664K
UCFA
588
United Capital Financial Advisors
Texas
$664K +$11K +221 +2%
BI
589
Blooom Inc
Kansas
$662K -$11.1K -224 -2%
SIC
590
Schwartz Investment Counsel
Michigan
$660K -$298K -6,000 -34%
Nomura Holdings
591
Nomura Holdings
Japan
$658K -$16.1M -324,505 -97%
OWA
592
One Wealth Advisors
California
$656K +$5.06K +102 +0.9%
FAIM
593
Financial Advocates Investment Management
Washington
$655K +$95.1K +1,915 +20%
BCV
594
Banque Cantonale Vaudoise
Switzerland
$654K -$1.82M -36,700 -76%
CBT
595
Central Bank & Trust
Kentucky
$642K -$446K -8,984 -45%
IA
596
IndexIQ Advisors
New York
$640K -$8.44K -170 -1%
FC
597
Ferris Capital
Massachusetts
$635K
CCMIC
598
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$631K -$29.8K -600 -5%
CWA
599
Canvas Wealth Advisors
Kansas
$631K +$572K +11,522 New
FCH
600
Freestone Capital Holdings
Washington
$628K +$210K +4,231 +63%