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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
251
Court Place Advisors
Maryland
$523K
CCM
252
Cribstone Capital Management
Maine
$516K -$142K -3,036 -23%
TCOV
253
Trust Company of Vermont
Vermont
$496K -$5.11K -109 -1%
RIA
254
Regal Investment Advisors
Michigan
$494K +$9.23K +197 +2%
NIT
255
NumerixS Investment Technologies
British Columbia, Canada
$492K +$370K +7,902 +416%
CG
256
Caprock Group
Idaho
$491K +$22.3K +475 +5%
PAMG
257
Patton Albertson Miller Group
Tennessee
$479K
SFS
258
Sowell Financial Services
Arkansas
$477K -$114K -2,439 -20%
AAM
259
Augustine Asset Management
Florida
$476K +$64K +1,367 +17%
BI
260
Bredin Investment
Delaware
$473K
WANY
261
Wealthspire Advisors (New York)
New York
$469K +$31.1K +664 +8%
TRCT
262
Tower Research Capital (TRC)
New York
$466K +$435K +9,287 New
BSAM
263
Blue Square Asset Management
New York
$465K +$204K +4,344 +88%
ASN
264
Advisory Services Network
Georgia
$461K +$49.3K +1,053 +13%
B
265
Bellecapital
Switzerland
$454K
ISL
266
Ingalls & Snyder LLC
New York
$450K +$114K +2,441 +37%
GBT
267
Grove Bank & Trust
Florida
$419K -$111K -2,361 -22%
MAFM
268
Mid Atlantic Financial Management
Pennsylvania
$417K +$1.55K +33 +0.4%
WIA
269
Wealthstreet Investment Advisors
Texas
$411K
NA
270
NewEdge Advisors
Louisiana
$407K +$14.4K +308 +4%
BOPW
271
Brandywine Oak Private Wealth
Pennsylvania
$406K -$10.1K -215 -3%
KeyBank National Association
272
KeyBank National Association
Ohio
$405K +$76.4K +1,631 +25%
CSIC
273
Clifford Swan Investment Counsel
California
$402K
AWE
274
Avidian Wealth Enterprises
Texas
$396K +$19K +406 +5%
CAM
275
Cidel Asset Management
Ontario, Canada
$392K -$66.8K -1,426 -15%