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Name Holding Trade Value Shares
Change
Change in
Stake
OC
651
Oakworth Capital
Alabama
$57K +$2.81K +44 +6%
RFA
652
Reilly Financial Advisors
California
$56K -$6.76K -106 -12%
EAM
653
Eukles Asset Management
Ohio
$56K – – –
LPWM
654
Lake Point Wealth Management
Texas
$56K – – –
JCM
655
Jacobi Capital Management
Pennsylvania
$56K +$19.1K +300 +58%
JFA
656
JNBA Financial Advisors
Minnesota
$54K – – –
PB
657
Pinnacle Bancorp
Nebraska
$54K – – –
PCG
658
Private Capital Group
Connecticut
$53K -$140K -2,192 -70%
CPA
659
Clear Perspective Advisors
Illinois
$51K +$47.7K +748 New
BCA
660
Berman Capital Advisors
Georgia
$50K +$1.66K +26 +4%
MWM
661
Meridian Wealth Management
Kentucky
$49.4K +$46K +722 New
AF
662
Allworth Financial
California
$49K +$128 +2 +0.3%
ARMT
663
Amica Retiree Medical Trust
Rhode Island
$48K -$59K -925 -57%
WAP
664
Wealthcare Advisory Partners
Pennsylvania
$48K +$383 +6 +0.9%
CIA
665
CSat Investment Advisory
Michigan
$46K +$30K +471 +223%
SFPIA
666
Stevens First Principles Investment Advisors
California
$45K – – –
ESB
667
Essex Savings Bank
Connecticut
$45K +$22.5K +353 +118%
IFAM
668
Institutional & Family Asset Management
Colorado
$45K +$24.6K +386 +140%
AssetMark Inc
669
AssetMark Inc
California
$44K -$2.93K -46 -7%
BWA
670
Burt Wealth Advisors
Maryland
$43K – – –
HWA
671
Heritage Wealth Advisors
Virginia
$39.5K +$6.38K +100 +21%
Rockefeller Capital Management
672
Rockefeller Capital Management
New York
$39K -$59.2K -929 -62%
CAW
673
Cornerstone Advisors (Washington)
Washington
$35K +$8.04K +126 +32%
ED
674
Exane Derivatives
France
$34.9K -$2.74K -43 -8%
IRC
675
Investors Research Corp
Georgia
$34K – – –