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Name Holding Trade Value Shares
Change
Change in
Stake
CG
251
Caprock Group
Idaho
$1.1M -$71.5K -1,465 -6%
BL
252
Balentine LLC
Georgia
$1.1M +$117K +2,399 +12%
VT
253
Vise Technologies
New York
$1.08M -$124K -2,546 -10%
VCA
254
Verdence Capital Advisors
Maryland
$1.08M +$367K +7,510 +51%
BDS
255
Banco de Sabadell
Florida
$1.07M +$109K +2,225 +11%
HF
256
HRT Financial
New York
$1.04M +$1.05M +21,498 New
AAS
257
Avantax Advisory Services
Texas
$1.04M -$75.9K -1,554 -7%
BFS
258
Bard Financial Services
Connecticut
$1.04M -$244K -5,000 -19%
NPT
259
National Philanthropic Trust
Pennsylvania
$1.03M -$7.96K -163 -0.8%
MFA
260
Millington Financial Advisors
Illinois
$1.03M +$66.3K +1,357 +7%
ATC
261
Argent Trust Co
Tennessee
$1.03M +$5.96K +122 +0.6%
MFG
262
MidWestOne Financial Group
Iowa
$1.03M -$61.1K -1,251 -6%
WEG
263
World Equity Group
Illinois
$998K +$101K +2,077 +11%
BOH
264
Bank of Hawaii
Hawaii
$987K +$74.7K +1,529 +8%
GC
265
Gould Capital
Washington
$986K +$106K +2,178 +12%
SFA
266
Semmax Financial Advisors
North Carolina
$985K +$183K +3,746 +25%
TC
267
TownSquare Capital
Utah
$984K +$748K +15,327 +312%
SP
268
Stablepoint Partners
Massachusetts
$979K +$104K +2,135 +12%
CI
269
Clal Insurance
Israel
$972K
FCCM
270
First City Capital Management
Georgia
$967K -$4.88K -100 -0.5%
WSTAM
271
Wilbanks Smith & Thomas Asset Management
Virginia
$958K -$53.7K -1,099 -5%
KeyBank National Association
272
KeyBank National Association
Ohio
$955K -$90.5K -1,854 -9%
AWS
273
Atria Wealth Solutions
New York
$955K +$160K +3,282 +20%
Neuberger Berman Group
274
Neuberger Berman Group
New York
$955K +$185K +3,785 +24%
PG
275
Patten Group
Tennessee
$955K +$13.4K +274 +1%