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Name Holding Trade Value Shares
Change
Change in
Stake
PO
651
Private Ocean
California
$100K
JCM
652
Jacobi Capital Management
Pennsylvania
$100K +$68.9K +1,040 +167%
NSIM
653
North Star Investment Management
Illinois
$97K +$199 +3 +0.2%
IBOK
654
Independence Bank of Kentucky
Kentucky
$97K +$1.19K +18 +1%
BAM
655
Barrett Asset Management
New York
$96K -$1.79K -27 -2%
SFG
656
SevenBridge Financial Group
Pennsylvania
$96K +$21.3K +321 +26%
PG
657
Patten Group
Tennessee
$93K
ED
658
Exane Derivatives
France
$86.1K +$19.9K +300 +26%
AIM
659
Advantage Investment Management
Iowa
$86K
ACA
660
Atlas Capital Advisors
Wyoming
$85.5K +$92.7K +1,400 New
CBT
661
Central Bank & Trust
Kentucky
$84K -$1.6M -24,087 -95%
MGIA
662
Moneta Group Investment Advisors
Missouri
$83K +$89.2K +1,347 +26,940%
RFA
663
Reilly Financial Advisors
California
$79K +$30.5K +460 +55%
KF
664
Krilogy Financial
Missouri
$79K +$83.6K +1,263 +3,414%
BWA
665
BDO Wealth Advisors
Florida
$78K +$1.46K +22 +2%
RCAG
666
Rehmann Capital Advisory Group
Michigan
$76K +$82.4K +1,244 New
ST
667
Smithfield Trust
Pennsylvania
$75K
THWM
668
Taylor Hoffman Wealth Management
Virginia
$73K
GRP
669
Global Retirement Partners
California
$71K +$4.97K +75 +7%
EMG
670
ETF Managers Group
New Jersey
$71K +$9.8K +148 +14%
WAM
671
Wealthspire Advisors (Maryland)
Maryland
$70K -$30K -453 -28%
MPWT
672
MassMutual Private Wealth & Trust
Connecticut
$68.6K -$69.3K -1,047 -48%
BCWM
673
Bartlett & Co Wealth Management
Ohio
$67.7K +$72.9K +1,101 New
Fuller & Thaler Asset Management
674
Fuller & Thaler Asset Management
California
$67K -$185K -2,800 -72%
BC
675
Bartlett & Co
Ohio
$67K