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Name Holding Trade Value Shares
Change
Change in
Stake
AUB
676
Atlantic Union Bankshares
Virginia
$59K +$65.1K +1,688 New
WA
677
Waverly Advisors
Alabama
$58K -$66.3K -1,719 -52%
WC
678
Whitnell & Co
Illinois
$55K -$45.7K -1,186 -44%
QAM
679
QCI Asset Management
New York
$50K -$42.2K -1,094 -45%
BC
680
Bartlett & Co
Ohio
$47K -$127K -3,286 -72%
RFA
681
Reilly Financial Advisors
California
$46K -$45.1K -1,169 -48%
BAM
682
Brave Asset Management
New Jersey
$46K -$38.9K -1,008 -45%
PAS
683
Partnervest Advisory Services
California
$46K -$19.3K -501 -28%
FCT
684
Family Capital Trust
Massachusetts
$45K -$37.6K -975 -45%
HIM
685
Hillsdale Investment Management
Ontario, Canada
$42K -$168K -4,349 -79%
VNB
686
Valley National Bancorp
New York
$40K -$33.1K -859 -44%
AF
687
Arrow Financial
New York
$38K -$31.5K -818 -44%
M
688
MOTCO
Texas
$37K -$21.9K -568 -36%
ACM
689
Antonetti Capital Management
Florida
$36K -$96.1K -2,494 -72%
MSFP
690
Mark Sheptoff Financial Planning
Connecticut
$36K +$37.5K +972 New
AWM
691
Avior Wealth Management
Nebraska
$35K +$36.8K +954 New
ZTNA
692
Zions Trust National Association
Utah
$34K -$28.2K -731 -45%
BRWM
693
B. Riley Wealth Management
Tennessee
$34K +$35.1K +911 New
CFSG
694
Community Financial Services Group
Vermont
$34K +$35.5K +920 New
WAS
695
Winch Advisory Services
Wisconsin
$34K +$35.7K +927 New
HHMI
696
Howard Hughes Medical Institute
Maryland
$32K -$37.2K -964 -53%
NHFG
697
New Harbor Financial Group
Massachusetts
$31K -$12.3K -318 -28%
OC
698
Oakworth Capital
Alabama
$29K -$24.3K -630 -44%
GXMC
699
Global X Management Company
New York
$27K +$27.8K +722 New
CAL
700
Capital Advisors Ltd
Ohio
$27K +$28.4K +736 New