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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
476
Wealthspire Advisors (Maryland)
Maryland
$81K +$23.5K +682 +38%
ARMT
477
Amica Retiree Medical Trust
Rhode Island
$78K – – –
NIPH
478
NN Investment Partners Holdings
Netherlands
$77K – – –
MCIA
479
Mountain Capital Investment Advisors
Colorado
$76K +$79.5K +2,304 New
QCG
480
Quadrant Capital Group
Ohio
$75K -$18.6K -538 -17%
GWM
481
Geneos Wealth Management
Colorado
$74K -$18.4K -532 -19%
JCM
482
Jacobi Capital Management
Pennsylvania
$74K – – –
RFA
483
Reilly Financial Advisors
California
$71K -$7.83M -227,020 -99%
AF
484
Arrow Financial
New York
$70K – – –
SWA
485
Sutton Wealth Advisors
Florida
$68.9K -$449 -13 -0.6%
PSUF
486
People's United Financial
Connecticut
$66K -$1.73K -50 -2%
LF
487
Lee Financial
Texas
$66K – – –
HNB
488
Huntington National Bank
Ohio
$66K +$173 +5 +0.2%
WEC
489
Winslow Evans & Crocker
Massachusetts
$64.9K -$35 -1 -0.1%
WPA
490
West Paces Advisors
Georgia
$56.7K – – –
CFG
491
CKW Financial Group
Hawaii
$51K – – –
FIB
492
First Interstate Bank
Montana
$51K – – –
FMLI
493
Fukoku Mutual Life Insurance
Japan
$49K – – –
YWP
494
YorkBridge Wealth Partners
New York
$49K +$1.42K +41 +3%
BL
495
Balentine LLC
Georgia
$48K – – –
SNT
496
Security National Trust
West Virginia
$47K – – –
NA
497
NewEdge Advisors
Louisiana
$44K +$46.5K +1,348 New
BGIM
498
Brandywine Global Investment Management
Pennsylvania
$38K -$10.6M -305,888 -100%
MFW
499
Mosaic Family Wealth
Missouri
$38K – – –
JC
500
JBF Capital
Colorado
$33K – – –