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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1501
Shay Capital
New York
$21.4M +$20.3M +61,514 +961%
ANTB
1502
AMG National Trust Bank
Colorado
$21.4M +$211K +640 +1%
FFN
1503
Focus Financial Network
Minnesota
$21.4M +$840K +2,543 +4%
FMWA
1504
Forvis Mazars Wealth Advisors
Missouri
$21.4M -$950K -2,874 -4%
IAS
1505
Insigneo Advisory Services
Florida
$21.4M +$1.55M +4,691 +7%
RIL
1506
Rothschild Investment LLC
Illinois
$21.4M -$889K -2,689 -4%
SMFG
1507
Sumitomo Mitsui Financial Group
Japan
$21.4M +$1.3M +3,919 +6%
SWA
1508
SFMG Wealth Advisors
Texas
$21.4M +$255K +773 +1%
SSA
1509
South Street Advisors
New York
$21.4M +$184K +558 +0.8%
AAM
1510
Azzad Asset Management
Virginia
$21.3M +$172K +522 +0.8%
TFA
1511
Toth Financial Advisory
Virginia
$21.3M -$1.08M -3,283 -5%
AWA
1512
Arkadios Wealth Advisors
Georgia
$21.3M +$4.49M +13,586 +25%
ACM
1513
Anabranch Capital Management
Connecticut
$21.2M -$4.3M -13,000 -16%
JFG
1514
Jefferies Financial Group
New York
$21.2M -$6.55M -19,830 -23%
RIA
1515
Regal Investment Advisors
Michigan
$21.2M +$482K +1,460 +2%
CUAMC
1516
China Universal Asset Management Company
China
$21.2M +$1.83M +5,530 +9%
CB
1517
Community Bank
New York
$21.2M -$844K -2,554 -4%
ALAM
1518
Asahi Life Asset Management
Japan
$21.2M -$398K -1,204 -2%
FMTC
1519
Farmers & Merchants Trust Company
California
$21.1M -$351K -1,061 -2%
CT
1520
Chicago Trust
Illinois
$21.1M -$11.2K -34 -0.1%
LG
1521
Leuthold Group
Minnesota
$21.1M -$407K -1,231 -2%
LPT
1522
Legacy Private Trust
Wisconsin
$21.1M -$809K -2,449 -4%
JIC
1523
Joel Isaacson & Co
New York
$21M +$597K +1,807 +3%
QFA
1524
Quattro Financial Advisors
Texas
$21M +$7.89M +23,892 +56%
SP
1525
Symmetry Partners
Connecticut
$21M -$784K -2,373 -3%