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SF

Stifel

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
401
Essex Financial Services
Connecticut
$372K +$29.5K +371 +8%
SCM
402
Sterling Capital Management
North Carolina
$368K -$303K -3,815 -43%
SCM
403
Shelton Capital Management
Colorado
$366K -$19K -239 -5%
IFU
404
iSAM Funds (UK)
United Kingdom
$365K -$21.2K -267 -5%
IA
405
IFP Advisors
Florida
$364K +$44.3K +558 +13%
BFIM
406
Beese Fulmer Investment Management
Ohio
$362K +$125K +1,572 +47%
CIBC Asset Management
407
CIBC Asset Management
Ontario, Canada
$361K -$79 -1 -0%
DWP
408
Daymark Wealth Partners
Ohio
$358K +$384K +4,840 New
WI
409
WBI Investments
New Jersey
$357K -$805K -10,137 -68%
MS
410
Millington Securities
New Jersey
$357K +$384K +4,830 New
ECM
411
Everence Capital Management
Indiana
$355K +$115K +1,454 +43%
TD Asset Management
412
TD Asset Management
Ontario, Canada
$355K -$61K -768 -14%
RGC
413
Roberts, Glore & Co
Illinois
$350K +$14.2K +179 +4%
TCA
414
Transcend Capital Advisors
New Jersey
$350K +$121K +1,523 +47%
FB
415
Fulton Bank
Pennsylvania
$346K -$3.73K -47 -1%
DP
416
Dundas Partners
United Kingdom
$346K -$81.2K -1,023 -18%
PA
417
Parallel Advisors
California
$345K -$11.8K -149 -3%
KBC Group
418
KBC Group
Belgium
$343K -$79 -1 -0%
G
419
GenTrust
Florida
$343K +$175K +2,202 +90%
HWA
420
HCR Wealth Advisors
California
$338K +$1.91K +24 +0.5%
FAM
421
Formidable Asset Management
Ohio
$338K -$107K -1,350 -33%
BC
422
Bridgefront Capital
Texas
$337K -$630K -7,939 -64%
DWM
423
Drive Wealth Management
Utah
$336K -$4.45K -56 -1%
ICP
424
Impact Capital Partners
Colorado
$336K +$2.94K +37 +0.8%
PIWA
425
Prevail Innovative Wealth Advisors
Kansas
$333K +$357K +4,500 New