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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
601
Roble Belko & Company
Pennsylvania
$32K
SSB
602
Sandy Spring Bank
Maryland
$31.7K -$8.07K -25 -20%
BBHC
603
Brown Brothers Harriman & Co
New York
$31K
ZB
604
Zions Bancorporation
Utah
$31K +$968 +3 +3%
LS
605
Livforsakringsbolaget Skandia
Sweden
$31K
CIR
606
Clear Investment Research
Georgia
$30K
NFSG
607
Newbridge Financial Services Group
Florida
$29.5K -$8.07K -25 -21%
AWM
608
Accurate Wealth Management
Florida
$29.2K +$31.6K +98 New
GI
609
Gradient Investments
Minnesota
$28.9K -$3.23K -10 -10%
TFA
610
Toth Financial Advisory
Virginia
$28.2K
CFD
611
Creative Financial Designs
Indiana
$27.9K
CSPIA
612
Cary Street Partners Investment Advisory
Virginia
$26.4K +$27.4K +85 New
Fuller & Thaler Asset Management
613
Fuller & Thaler Asset Management
California
$26K +$26.8K +83 New
CLOS
614
Compagnie Lombard Odier SCmA
Switzerland
$26K +$27.4K +85 New
FFA
615
Farther Finance Advisors
California
$25.1K +$26.1K +81 New
MAM
616
Meeder Asset Management
Ohio
$23.3K -$270K -836 -92%
AA
617
Addison Advisors
Vermont
$23.3K +$24.2K +75 New
Jones Financial Companies
618
Jones Financial Companies
Missouri
$23K +$1.94K +6 +9%
LC
619
Lindbrook Capital
California
$22K +$19.7K +61 +610%
AAG
620
Armstrong Advisory Group
Massachusetts
$21.1K +$21.9K +68 New
CWA
621
Clearview Wealth Advisors
Oregon
$20.8K
CB
622
Community Bank
New York
$20.8K
CT
623
Colonial Trust
South Carolina
$20.3K +$21K +65 New
RTC
624
Riverview Trust Company
Washington
$20K
SC
625
Steph & Co
Wisconsin
$20K