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Name Holding Trade Value Shares
Change
Change in
Stake
IA
1051
IFP Advisors
Florida
$4.96M -$305K -6,159 -7%
SRC
1052
Shufro Rose & Co
New York
$4.96M -$52.5K -1,059 -1%
YIA
1053
YHB Investment Advisors
Connecticut
$4.95M -$92.7K -1,871 -2%
AG
1054
Ascent Group
Virginia
$4.95M +$4.64M +93,713 New
AWM
1055
Altium Wealth Management
New York
$4.91M +$94.3K +1,903 +2%
GD
1056
Grandfield & Dodd
New York
$4.9M -$100K -2,025 -2%
ETI
1057
Enterprise Trust & Investment
California
$4.9M -$161K -3,250 -4%
CF
1058
Centaurus Financial
California
$4.89M +$45.7K +922 +1%
NC
1059
NewSquare Capital
Pennsylvania
$4.89M +$386K +7,800 +10%
SIM
1060
Studio Investment Management
Illinois
$4.88M -$42.6K -860 -1%
PA
1061
Parallel Advisors
California
$4.88M +$131K +2,636 +3%
BFIM
1062
Beese Fulmer Investment Management
Ohio
$4.84M -$55K -1,110 -1%
SBIA
1063
Sheaff Brock Investment Advisors
Indiana
$4.84M +$231K +4,664 +6%
CBN
1064
Cadence Bank NA
Texas
$4.8M -$42.1K -849 -1%
SLI
1065
Sumitomo Life Insurance
Japan
$4.8M -$119K -2,398 -3%
SA
1066
Shilanski & Associates
Alaska
$4.8M -$114K -2,298 -3%
PAG
1067
Private Advisory Group
Washington
$4.8M +$1.07M +21,664 +36%
BE
1068
Bonness Enterprises
District of Columbia
$4.79M +$129K +2,600 +3%
BG
1069
Bollard Group
Massachusetts
$4.77M +$8.13K +164 +0.2%
GC
1070
Grimes & Company
Massachusetts
$4.76M -$20.7K -418 -0.5%
TG
1071
TCW Group
California
$4.73M -$170K -3,441 -4%
ANI
1072
American National Insurance
Texas
$4.72M -$18.7M -377,642 -83%
RCA
1073
Resonant Capital Advisors
Wisconsin
$4.71M +$310K +6,266 +9%
LWCFA
1074
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.71M
VCAM
1075
Van Cleef Asset Management
Ohio
$4.71M +$101K +2,044 +3%