Name Holding Trade Value Shares
Change
Change in
Stake
WANY
626
Wealthspire Advisors (New York)
New York
$671K -$592K -3,066 -49%
PFPT
627
Pinnacle Financial Partners (Tennessee)
Tennessee
$669K -$9.66K -50 -2%
FC
628
Ferris Capital
Massachusetts
$669K +$5.79K +30 +1%
TNB
629
Thomasville National Bank
Georgia
$668K -$41.9K -217 -6%
LNB
630
Ledyard National Bank
$666K +$39.6K +205 +7%
DAC
631
Dividend Assets Capital
South Carolina
$664K -$106K -550 -15%
GWM
632
Geneos Wealth Management
Colorado
$663K -$7.14K -37 -1%
GT
633
Greenleaf Trust
Michigan
$662K +$3.28K +17 +0.5%
GVAG
634
Great Valley Advisor Group
Delaware
$661K +$18K +93 +3%
VWM
635
Venturi Wealth Management
Texas
$657K +$199K +1,032 +50%
FAAS
636
First Allied Advisory Services
California
$654K -$98.5K -510 -14%
BPCA
637
Bank Pictet & Cie (Asia)
Singapore
$653K – – –
CCA
638
Checchi Capital Advisers
California
$640K +$4.05K +21 +0.7%
CP
639
Covenant Partners
Tennessee
$636K -$127K -658 -18%
ARTA
640
A.R.T. Advisors
New York
$629K +$573K +2,966 New
MMA
641
Miracle Mile Advisors
California
$627K -$620K -3,211 -52%
SC
642
SouthState Corp
Florida
$626K +$11.6K +60 +2%
HW
643
Hancock Whitney
Mississippi
$623K +$224K +1,158 +65%
DBT
644
Dubuque Bank & Trust
Iowa
$617K – – –
MCM
645
Monarch Capital Management
Indiana
$612K -$67.6K -350 -11%
JCM
646
Jacobi Capital Management
Pennsylvania
$612K +$12.9K +67 +3%
MFS
647
Mirabella Financial Services
United Kingdom
$612K +$557K +2,883 New
KAS
648
Kemnay Advisory Services
New York
$599K +$545K +2,824 New
SFS
649
Sowell Financial Services
Arkansas
$597K -$44.8K -232 -8%
CCA
650
Conestoga Capital Advisors
Pennsylvania
$591K – – –