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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
901
Schwartz Investment Counsel
Michigan
$730K – – –
PWMAG
902
Pinnacle Wealth Management Advisory Group
New Jersey
$729K +$5.26K +40 +0.7%
WSFS
903
Wilmington Savings Fund Society
Delaware
$727K -$12.7K -97 -2%
AUB
904
Atlantic Union Bankshares
Virginia
$726K +$39.3K +299 +5%
CIAS
905
Capital Investment Advisory Services
North Carolina
$720K -$39.8K -303 -5%
CIM
906
Cambria Investment Management
California
$719K -$62.3K -474 -7%
MMA
907
Miracle Mile Advisors
California
$718K +$207K +1,576 +35%
PA
908
PFG Advisors
Arizona
$718K -$57.8K -440 -7%
KCM
909
Kornitzer Capital Management
Kansas
$715K – – –
CPC
910
Congress Park Capital
New York
$715K +$135K +1,025 +21%
DT
911
DV Trading
Illinois
$712K – – –
COI
912
Connable Office Inc
Michigan
$708K +$3.81K +29 +0.5%
GCP
913
Gill Capital Partners
Colorado
$708K +$22.6K +172 +3%
LFG
914
Larson Financial Group
Missouri
$704K +$116K +882 +17%
JF
915
Jump Financial
Illinois
$703K -$757K -5,764 -49%
GAM
916
Griffin Asset Management
New York
$703K -$322K -2,447 -29%
TCPG
917
Trivant Custom Portfolio Group
California
$702K +$13.5K +103 +2%
SWM
918
Segment Wealth Management
Texas
$702K -$2.41M -18,307 -76%
BBHC
919
Brown Brothers Harriman & Co
New York
$701K -$286K -2,180 -27%
TCM
920
Triumph Capital Management
Colorado
$698K +$63.9K +486 +9%
NFG
921
Nations Financial Group
Iowa
$697K +$53.7K +409 +7%
PCA
922
Pallas Capital Advisors
Massachusetts
$696K -$82.4K -627 -10%
AWP
923
Abacus Wealth Partners
California
$691K -$788 -6 -0.1%
JWM
924
JGP Wealth Management
Oregon
$689K -$42.3K -322 -5%
LA
925
LVW Advisors
New York
$688K +$188K +1,433 +33%