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Name Holding Trade Value Shares
Change
Change in
Stake
CS
1376
Credential Securities
$177K +$34.8K +615 +25%
CB
1377
Community Bank
New York
$174K -$6.62K -117 -4%
AW
1378
Alpha Windward
Massachusetts
$173K +$3.96K +70 +2%
AF
1379
Allworth Financial
California
$171K +$453 +8 +0.3%
AIM
1380
Artemis Investment Management
United Kingdom
$168K
TL
1381
TrueWealth LLC
Georgia
$163K +$161K +2,845 New
GRP
1382
Global Retirement Partners
California
$160K +$97.7K +1,726 +162%
BL
1383
Balentine LLC
Georgia
$159K +$2.26K +40 +1%
AP
1384
Arlington Partners
Alabama
$159K +$157K +2,775 New
NIMI
1385
Natixis Investment Managers International
France
$157K -$959K -16,944 -86%
CCMW
1386
Cypress Capital Management (Wyoming)
Wyoming
$155K -$17K -300 -10%
JFA
1387
JNBA Financial Advisors
Minnesota
$151K -$2.83K -50 -2%
VNA
1388
Valley National Advisers
Pennsylvania
$151K +$29.3K +517 +24%
CWM
1389
Cedar Wealth Management
California
$147K
PK
1390
Pflug Koory
Nebraska
$143K
ACM
1391
AUA Capital Management
Pennsylvania
$142K +$5.66K +100 +4%
VCM
1392
Versant Capital Management
Arizona
$140K
ADL
1393
Asset Dedication LLC
California
$140K +$2.04K +36 +1%
RFM
1394
Royal Fund Management
Florida
$138K +$3.06K +54 +2%
FRA
1395
Front Row Advisors
California
$136K +$134K +2,360 New
RP
1396
Rowlandmiller & Partners
Georgia
$134K
WEC
1397
Winslow Evans & Crocker
Massachusetts
$131K -$25.4K -448 -16%
RPC
1398
Rossmore Private Capital
Connecticut
$127K +$125K +2,207 New
CPIG
1399
Chicago Partners Investment Group
Illinois
$119K -$56.6K -1,000 -33%
CFG
1400
CKW Financial Group
Hawaii
$119K