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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
801
Delta Asset Management
Tennessee
$122K – – –
PK
802
Pflug Koory
Nebraska
$121K – – –
LC
803
Lindbrook Capital
California
$119K +$112K +677 New
Acadian Asset Management
804
Acadian Asset Management
Massachusetts
$118K – – –
AWM
805
Aevitas Wealth Management
Massachusetts
$117K -$20.9K -126 -16%
BL
806
Balentine LLC
Georgia
$117K – – –
RWG
807
Regal Wealth Group
California
$115K -$10.8K -65 -9%
PCM
808
Penserra Capital Management
California
$114K +$33.6K +202 +44%
PCP
809
Proficio Capital Partners
Massachusetts
$109K -$22.3K -134 -18%
ADL
810
Asset Dedication LLC
California
$107K +$6.81K +41 +7%
EWM
811
Endurance Wealth Management
Rhode Island
$106K +$101K +605 New
CFA
812
Carroll Financial Associates
North Carolina
$103K +$97.5K +587 New
JCM
813
Jacobi Capital Management
Pennsylvania
$97K – – –
PCFFS
814
Pacific Center for Financial Services
California
$95K – – –
ONST
815
Old North State Trust
North Carolina
$95K +$90K +542 New
Bessemer Group
816
Bessemer Group
New Jersey
$90K -$41.7K -251 -33%
OSNBOA
817
Old Second National Bank of Aurora
Illinois
$88K – – –
SFG
818
SevenBridge Financial Group
Pennsylvania
$88K – – –
GCM
819
Gables Capital Management
Florida
$86K – – –
WPA
820
West Paces Advisors
Georgia
$85.9K -$83.1K -500 -51%
RFM
821
Royal Fund Management
Florida
$85K – – –
PI
822
PineBridge Investments
New York
$84K +$79.2K +477 New
IA
823
IFP Advisors
Florida
$79K +$75.4K +454 New
MNBTD
824
Moody National Bank Trust Division
Texas
$74K +$70.6K +425 New
LFG
825
LifePlan Financial Group
Ohio
$72K – – –