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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
601
White Pine Capital
Minnesota
$338K +$1.38K +6 +0.4%
CBA
602
Coastal Bridge Advisors
Connecticut
$337K
JG
603
Jain Global
New York
$336K +$337K +1,467 New
PWW
604
Pettyjohn Wood & White
Virginia
$333K
MHIC
605
Marble Harbor Investment Counsel
Massachusetts
$330K
PA
606
Parallel Advisors
California
$322K -$13.5K -59 -4%
FCM
607
Frontier Capital Management
Massachusetts
$319K +$28K +122 +10%
FAM
608
Formidable Asset Management
Ohio
$319K
NWM
609
Northcape Wealth Management
New York
$317K
CWM
610
Compass Wealth Management
Connecticut
$316K
NCFG
611
New Century Financial Group
New Jersey
$314K +$8.03K +35 +3%
KTA
612
Keeley-Teton Advisors
Illinois
$312K -$31.7K -138 -9%
UIA
613
Ulland Investment Advisors
Minnesota
$311K -$2.29K -10 -0.7%
PTC
614
Private Trust Company
Ohio
$311K +$3.21K +14 +1%
CIA
615
Choate Investment Advisors
Massachusetts
$308K +$22.5K +98 +8%
SF
616
Synovus Financial
Georgia
$307K -$20.2K -88 -6%
ICP
617
Impact Capital Partners
Colorado
$306K +$306K +1,333 New
EWA
618
EP Wealth Advisors
California
$305K -$20.9K -91 -6%
CANY
619
Caxton Associates (New York)
New York
$303K +$304K +1,323 New
EA
620
Everpar Advisors
Oklahoma
$302K +$33.5K +146 +12%
FHA
621
Flagship Harbor Advisors
Massachusetts
$299K -$2.29K -10 -0.8%
PFS
622
Physicians Financial Services
North Carolina
$299K
RIM
623
Redwood Investment Management
Arizona
$298K -$4.42M -19,266 -94%
AUB
624
Atlantic Union Bankshares
Virginia
$298K
SCM
625
SKBA Capital Management
California
$297K