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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
926
Plante Moran Financial Advisors
Michigan
$33K -$4.47K -19 -12%
JFGIW
927
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33K
PO
928
Private Ocean
California
$33K
SC
929
SouthState Corp
Florida
$33K
BLC
930
Brown, Lisle/Cummings
Rhode Island
$33K +$20.7K +88 +152%
JWA
931
JFS Wealth Advisors
Pennsylvania
$29K +$6.82K +29 +29%
DFCM
932
Dark Forest Capital Management
Puerto Rico
$29K +$30.3K +129 New
Kayne Anderson Rudnick Investment Management
933
Kayne Anderson Rudnick Investment Management
California
$28K
S
934
Surevest
California
$27K
WTA
935
Washington Trust Advisors
Massachusetts
$27K +$22.1K +94 +348%
AF
936
Arrow Financial
New York
$26K
CWM
937
CarsonAllaria Wealth Management
Illinois
$26K
OSNBOA
938
Old Second National Bank of Aurora
Illinois
$26K
OCM
939
Orion Capital Management
California
$26K
SC
940
Siena Capital
Ohio
$26K +$27.3K +116 New
T
941
TCWP
Ohio
$26K +$27.3K +116 New
FMP
942
Financial Management Professionals
Texas
$25K -$1.18K -5 -4%
HWA
943
Heritage Wealth Advisors
Virginia
$25K
ZB
944
Zions Bancorporation
Utah
$25K
MA
945
MCF Advisors
Kentucky
$25K +$25.6K +109 New
BWL
946
Bogart Wealth LLC
Virginia
$24K
Loomis, Sayles & Company
947
Loomis, Sayles & Company
Massachusetts
$23K -$120K -510 -83%
AWMS
948
Advocacy Wealth Management Services
Georgia
$23K +$6.82K +29 +40%
AF
949
Allworth Financial
California
$22K -$6.58K -28 -22%
SC
950
Seldon Capital
California
$22K