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Name Holding Trade Value Shares
Change
Change in
Stake
BL
801
BFSG LLC
California
$436K +$408K +6,383 New
IR
802
Invictus RG
Bermuda
$433K +$405K +6,344 New
SCM
803
Stonebridge Capital Management
California
$432K -$23K -360 -5%
CIC
804
Crawford Investment Counsel
Georgia
$430K +$29.5K +462 +8%
MBT
805
Montecito Bank & Trust
California
$430K +$164K +2,564 +69%
MAM
806
Meeder Asset Management
Ohio
$429K -$20.1K -314 -5%
CA
807
Cetera Advisors
Colorado
$426K -$116K -1,817 -23%
WAM
808
Wealthspire Advisors (Maryland)
Maryland
$425K +$12K +188 +3%
KWM
809
Kingsview Wealth Management
Oregon
$423K +$64 +1 +0%
RAM
810
Redmond Asset Management
Virginia
$421K
AB
811
Atlas Brown
Kentucky
$417K -$3.19K -50 -0.8%
NG
812
Northstar Group
New York
$413K -$12.8K -200 -3%
GBA
813
Garrison Bradford & Associates
New York
$410K
MIFH
814
Migdal Insurance & Financial Holdings
Israel
$408K -$28.9K -452 -7%
CC
815
Courier Capital
New York
$405K +$3.71K +58 +1%
CCFCSB
816
Cape Cod Five Cents Savings Bank
Massachusetts
$404K
BFO
817
Boston Family Office
Massachusetts
$403K
CPIG
818
Chicago Partners Investment Group
Illinois
$403K
Mackenzie Financial
819
Mackenzie Financial
Ontario, Canada
$400K +$125K +1,952 +50%
KP
820
Keel Point
Alabama
$399K +$4.34K +68 +1%
MA
821
Montag & Associates
Georgia
$394K
MFG
822
Merit Financial Group
Georgia
$393K +$15.8K +247 +4%
BA
823
Boston Advisors
Massachusetts
$391K +$24.5K +384 +7%
RCAG
824
Rehmann Capital Advisory Group
Michigan
$388K -$296K -4,631 -45%
FFA
825
First Foundation Advisors
California
$387K -$2.04K -32 -0.6%