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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
601
OneAscent Financial Services
Alabama
$210K +$211K +501 New
RCAG
602
Rehmann Capital Advisory Group
Michigan
$208K +$15.1K +36 +8%
ST
603
Smithfield Trust
Pennsylvania
$207K – – –
PGCM
604
Prescott Group Capital Management
Oklahoma
$206K – – –
PCP
605
Proficio Capital Partners
Massachusetts
$205K +$1.68K +4 +0.8%
IA
606
IFP Advisors
Florida
$202K -$19.3K -46 -9%
TFS
607
Thoroughbred Financial Services
Tennessee
$202K +$1.26K +3 +0.6%
FPA
608
First Pacific Advisors
California
$201K – – –
BAM
609
Barrett Asset Management
New York
$199K – – –
CB
610
CNB Bank
Pennsylvania
$184K +$41.6K +99 +29%
EI
611
Ellevest Inc
New York
$173K -$10.9K -26 -6%
PCH
612
PGIM Custom Harvest
New Jersey
$162K – – –
CHC
613
City Holding Co
West Virginia
$151K +$152K +361 New
AAM
614
Advisors Asset Management
Colorado
$149K +$60.5K +144 +68%
JAM
615
JCIC Asset Management
Ontario, Canada
$142K +$25.2K +60 +22%
QCG
616
Quadrant Capital Group
Ohio
$138K +$11.3K +27 +9%
HI
617
Harbour Investments
Wisconsin
$128K +$128K +304 New
FHA
618
First Horizon Advisors
Tennessee
$118K +$20.2K +48 +20%
Carson Wealth (CWM LLC)
619
Carson Wealth (CWM LLC)
Nebraska
$115K – – –
GLLW
620
Graves Light Lenhart Wealth
Virginia
$106K -$35.3K -84 -25%
PA
621
Perennial Advisors
New York
$105K -$21K -50 -17%
MIM
622
Meridiem Investment Management
United Kingdom
$103K – – –
BCA
623
Berman Capital Advisors
Georgia
$86K +$16.4K +39 +23%
PCM
624
Penserra Capital Management
California
$85K +$13.4K +32 +19%
CFB
625
Cullen/Frost Bankers
Texas
$82K -$64.7K -154 -44%