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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
801
SevenBridge Financial Group
Pennsylvania
$191K – – –
TCOV
802
Trust Company of Vermont
Vermont
$190K -$11.3K -255 -5%
LA
803
Legacy Advisors
Pennsylvania
$189K +$197K +4,450 New
IRC
804
Investors Research Corp
Georgia
$188K +$196K +4,425 New
AssetMark Inc
805
AssetMark Inc
California
$185K +$40.4K +914 +27%
CB
806
CNB Bank
Pennsylvania
$181K – – –
NFG
807
Next Financial Group
Texas
$179K -$67.6K -1,529 -27%
VFA
808
Valeo Financial Advisors
Indiana
$179K +$53.3K +1,206 +40%
NFH
809
NEXT Financial Holdings
Texas
$179K +$186K +4,202 New
PGA
810
Premia Global Advisors
Florida
$179K +$186K +4,206 New
PHK
811
Point72 Hong Kong
Hong Kong
$167K +$174K +3,926 New
LC
812
Lavaca Capital
Texas
$164K – – –
CAM
813
Cresset Asset Management
Illinois
$160K +$27.6K +624 +20%
BWA
814
BDO Wealth Advisors
Florida
$159K +$44 +1 +0%
AIC
815
Ameritas Investment Company
Nebraska
$158K +$8.14K +184 +5%
MA
816
MUFG Americas
New York
$155K – – –
JCM
817
Jacobi Capital Management
Pennsylvania
$154K +$3.45K +78 +2%
LFA
818
Legacy Financial Advisors
Kentucky
$152K +$34.2K +773 +28%
GEA
819
Glen Eagle Advisors
New Jersey
$147K -$17.7K -400 -10%
AW
820
Alpha Windward
Massachusetts
$139K +$486 +11 +0.3%
CFA
821
Carroll Financial Associates
North Carolina
$138K -$1.68K -38 -1%
PVH
822
Psagot Value Holdings
Israel
$138K – – –
SWA
823
Sutton Wealth Advisors
Florida
$137K – – –
ADL
824
Asset Dedication LLC
California
$124K – – –
AWM
825
Avior Wealth Management
Nebraska
$123K – – –