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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
TNB
776
Thomasville National Bank
Georgia
$712K
SFSIG
777
San Francisco Sentry Investment Group
California
$710K -$89.3K -297 -12%
IDBONY
778
Israel Discount Bank of New York
New York
$700K -$27.1K -90 -4%
VAS
779
Vestmark Advisory Solutions
Massachusetts
$694K -$16.5K -55 -3%
APA
780
American Portfolios Advisors
New York
$694K +$62.8K +209 +11%
DTC
781
Davidson Trust Company
Washington
$689K -$63.4K -211 -9%
BP
782
Ballentine Partners
Massachusetts
$688K +$205K +682 +49%
HFM
783
Harvest Fund Management
China
$683K -$37.3K -124 -6%
AWC
784
Abundance Wealth Counselors
Pennsylvania
$683K +$623K +2,073 New
MAFM
785
Mid Atlantic Financial Management
Pennsylvania
$680K -$34.3K -114 -5%
OSAM
786
O'Shaughnessy Asset Management
Connecticut
$674K +$539K +1,791 +700%
RCM
787
Radnor Capital Management
Pennsylvania
$669K
DWT
788
Dorsey & Whitney Trust
South Dakota
$667K -$27.7K -92 -4%
OAM
789
Optimal Asset Management
California
$666K -$2.89M -9,604 -83%
NB
790
NBT Bank
New York
$664K
IIM
791
Intact Investment Management
Quebec, Canada
$658K -$210K -700 -26%
PFS
792
Prospera Financial Services
Texas
$657K -$18K -60 -3%
Cetera Investment Advisers
793
Cetera Investment Advisers
Illinois
$648K +$46.3K +154 +8%
LSAG
794
Lake Street Advisors Group
New Hampshire
$648K +$48.7K +162 +9%
LWAC
795
Laurel Wealth Advisors (California)
California
$646K +$2.71K +9 +0.5%
DCM
796
Dimension Capital Management
Florida
$636K
GG
797
Gofen & Glossberg
Illinois
$634K
CCB
798
Cutter & Co Brokerage
Missouri
$634K +$8.12K +27 +1%
FHA
799
Flagship Harbor Advisors
Massachusetts
$634K +$26.5K +88 +5%
RCAG
800
Rehmann Capital Advisory Group
Michigan
$631K -$30.4K -101 -5%