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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1001
Patriot Financial Group Insurance Agency
Massachusetts
$66K -$727 -3 -1%
SQA
1002
Simon Quick Advisors
New Jersey
$66K +$58.2K +240 +615%
TFO
1003
Tarbox Family Office
California
$65K -$19.4K -80 -23%
AF
1004
Arrow Financial
New York
$65K
PO
1005
Private Ocean
California
$65K +$9.94K +41 +18%
NICM
1006
Neo Ivy Capital Management
New York
$65K +$67.2K +277 New
TAIM
1007
TD Ameritrade Investment Management
Nebraska
$64K -$12.4K -51 -16%
C
1008
Cerebellum
California
$64K +$65.2K +269 New
EARNEST Partners
1009
EARNEST Partners
Georgia
$62K
FHA
1010
Flagship Harbor Advisors
Massachusetts
$62K +$5.09K +21 +9%
FMP
1011
Financial Management Professionals
Texas
$61K +$727 +3 +1%
NSB
1012
Norway Savings Bank
Maine
$60K -$6.06K -25 -9%
OSNBOA
1013
Old Second National Bank of Aurora
Illinois
$60K
CB
1014
Community Bank
New York
$58K
LC
1015
Lindbrook Capital
California
$58K +$242 +1 +0.4%
RWM
1016
Raffa Wealth Management
District of Columbia
$57.6K +$8.97K +37 +18%
ED
1017
Exane Derivatives
France
$57.4K -$7.17M -29,561 -99%
CA
1018
Crewe Advisors
Utah
$57K +$58.4K +241 New
CSPIA
1019
Cary Street Partners Investment Advisory
Virginia
$54K +$54.6K +225 New
ONST
1020
Old North State Trust
North Carolina
$53K +$53.8K +222 New
BBA
1021
Braun-Bostich & Associates
Pennsylvania
$51K -$63.8K -263 -55%
CCA
1022
Column Capital Advisors
Indiana
$50K -$41.2K -170 -45%
OC
1023
Oakworth Capital
Alabama
$50K +$11.2K +46 +28%
GWS
1024
Glassman Wealth Services
Virginia
$50K +$12.1K +50 +32%
CFO
1025
CVA Family Office
Colorado
$48K