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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
451
Peddock Capital Advisors
Massachusetts
$32K
CLOS
452
Compagnie Lombard Odier SCmA
Switzerland
$32K +$9.12K +238 +41%
MLFP
453
MPS Loria Financial Planners
Illinois
$31K +$30.9K +805 New
JCM
454
Jacobi Capital Management
Pennsylvania
$29K -$8.2K -214 -21%
IWM
455
IHT Wealth Management
Illinois
$29K -$7.67K -200 -43%
PA
456
Parallel Advisors
California
$29K -$882 -23 -3%
PMFA
457
Plante Moran Financial Advisors
Michigan
$24K +$3.26K +85 +16%
WT
458
Whittier Trust
California
$20K
AIM
459
Anchor Investment Management
South Carolina
$19.3K +$19.2K +500 New
MA
460
MUFG Americas
New York
$19K
VWA
461
V Wealth Advisors
Kansas
$19K +$19.5K +509 New
EA
462
Edge Advisors
Georgia
$18K -$2.36M -61,536 -99%
IUHSA
463
Itau Unibanco Holding S.A.
Brazil
$17K +$3.07K +80 +22%
GBT
464
Grove Bank & Trust
Florida
$16K
GLI
465
Guardian Life Insurance
New York
$15K -$11.2K -291 -43%
FFC
466
First Financial Corp
Indiana
$15K -$3.83K -100 -20%
AIM
467
Advantage Investment Management
Iowa
$15K
FDCDDQ
468
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.9K +$13.8K +359 New
FCM
469
Frontier Capital Management
Massachusetts
$13K
NSIM
470
North Star Investment Management
Illinois
$13K
AOWM
471
Alpha Omega Wealth Management
Virginia
$12K
TF
472
Tompkins Financial
New York
$12K +$11.5K +300 New
GAM
473
Gemmer Asset Management
California
$11K
EWM
474
Evercore Wealth Management
New York
$10K -$12.9K -336 -56%
VCM
475
Versant Capital Management
Arizona
$10K -$1.5K -39 -12%