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Name Holding Trade Value Shares
Change
Change in
Stake
ADL
751
Asset Dedication LLC
California
$87K +$89K +563 New
DWM
752
Destination Wealth Management
California
$86K +$86.9K +550 New
JCM
753
Jacobi Capital Management
Pennsylvania
$86K +$86.9K +550 New
PCFFS
754
Pacific Center for Financial Services
California
$85K +$85.7K +542 New
AIM
755
Assured Investment Management
New York
$83K +$84.1K +532 New
WANY
756
Wealthspire Advisors (New York)
New York
$80K +$81.1K +513 New
OSNBOA
757
Old Second National Bank of Aurora
Illinois
$78K +$79K +500 New
SFG
758
SevenBridge Financial Group
Pennsylvania
$78K +$79.5K +503 New
AAP
759
Arax Advisory Partners
Colorado
$76K +$76.7K +485 New
CLM
760
ClearBridge LLC (Maryland)
Maryland
$76K +$76.7K +485 New
RFM
761
Royal Fund Management
Florida
$76K +$77.1K +488 New
GCM
762
Gables Capital Management
Florida
$76K +$77.4K +490 New
Parallax Volatility Advisers
763
Parallax Volatility Advisers
California
$72K +$72.9K +461 New
GAM
764
Gemmer Asset Management
California
$69K +$70.3K +445 New
PCM
765
Penserra Capital Management
California
$69K +$71.8K +454 New
CIAS
766
Capital Investment Advisory Services
North Carolina
$66K +$66.9K +423 New
LFG
767
LifePlan Financial Group
Ohio
$64K +$64.5K +408 New
RA
768
Rational Advisors
New York
$64K +$65K +411 New
WAP
769
Wealthcare Advisory Partners
Pennsylvania
$64K +$65K +411 New
ARMC
770
American Research & Management Company
Massachusetts
$62K +$63.2K +400 New
NCM
771
Northstar Capital Management
New York
$62K +$63.2K +400 New
CBT
772
Central Bank & Trust
Kentucky
$61K +$61.6K +390 New
FCA
773
FinTrust Capital Advisors
South Carolina
$61K +$62.1K +393 New
ESB
774
Essex Savings Bank
Connecticut
$60K +$60.7K +384 New
PCM
775
Princeton Capital Management
New Jersey
$59K +$59.9K +379 New