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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
RYIA
1726
Roehl & Yi Investment Advisors
Oregon
$140K +$3.38K +8 +0.1%
LI
1727
LRI Investments
Florida
$139K -$11.8K -28 -0.2%
PB
1728
Pinnacle Bancorp
Nebraska
$138K +$422 +1 +0.3%
NAAA
1729
New Age Alpha Advisors
New York
$137K -$7.6K -18 -5%
HNB
1730
Hilltop National Bank
Wyoming
$136K – – –
OC
1731
Oakworth Capital
Alabama
$134K – – –
NSG
1732
Nalls Sherbakoff Group
Tennessee
$133K -$31.3K -74 -19%
RF
1733
Rossby Financial
Florida
$129K -$16.5K -39 -11%
CPG
1734
Cornerstone Planning Group
New Jersey
$127K +$5.91K +14 +5%
PB
1735
Prosperity Bancshares
Texas
$126K -$31.7K -75 -20%
HWM
1736
HighMark Wealth Management
Minnesota
$122K – – –
MB
1737
MidFirst Bank
Oklahoma
$121K +$1.69K +4 +1%
MNA
1738
Manning & Napier Advisors
New York
$117K -$693K -1,640 -85%
DFA
1739
DHJJ Financial Advisors
Illinois
$114K – – –
WA
1740
Westfuller Advisors
New York
$114K +$7.6K +18 +7%
PGAM
1741
Princeton Global Asset Management
New Jersey
$114K -$2.11K -5 -2%
PAMS
1742
Pinpoint Asset Management (Singapore)
$114K +$16K +38 +16%
IA
1743
IFG Advisory
Georgia
$109K +$113K +268 New
SIA
1744
Strategic Investment Advisors
Michigan
$109K +$112K +266 New
GA
1745
GoalVest Advisory
New York
$107K – – –
GP
1746
Guardian Partners
Canada
$104K +$108K +256 New
C
1747
Covestor
United Kingdom
$104K +$6.33K +15 +6%
MWM
1748
Mascoma Wealth Management
New Hampshire
$103K +$30K +71 +39%
HHGA
1749
Halbert Hargrove Global Advisors
California
$103K +$845 +2 +0.8%
NS
1750
NBC Securities
Alabama
$102K -$3.38K -8 -3%