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Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
501
San Francisco Sentry Investment Group
California
$234K -$534K -3,150 -69%
NA
502
NewEdge Advisors
Louisiana
$234K +$4.41K +26 +2%
VIA
503
Virtus Investment Advisers
Connecticut
$233K -$30.2K -178 -11%
PLFAM
504
Pineno Levin & Ford Asset Management
Virginia
$231K +$232K +1,369 New
PCMC
505
Paragon Capital Management (Colorado)
Colorado
$224K +$169 +1 +0.1%
CCA
506
Catalyst Capital Advisors
New York
$219K
CIA
507
Capital Investment Advisors
Georgia
$218K -$2.75M -16,241 -93%
BTW
508
Boston Trust Walden
Massachusetts
$217K -$84.7K -500 -28%
GXMC
509
Global X Management Company
New York
$216K +$2.54K +15 +1%
MC
510
Moors & Cabot
Massachusetts
$211K +$217K +1,280 New
AWP
511
Ascent Wealth Partners
New York
$208K
FANJ
512
Financial Architects (New Jersey)
New Jersey
$206K -$2.54K -15 -1%
FNBT
513
FineMark National Bank & Trust
Florida
$202K
NSAM
514
North Star Asset Management
Wisconsin
$202K
CBA
515
Coastal Bridge Advisors
Connecticut
$201K +$1.02K +6 +0.5%
CPA
516
Clear Perspective Advisors
Illinois
$197K +$84.7K +500 +75%
SC
517
SRB Corp
Massachusetts
$195K +$16.6K +98 +9%
Northwestern Mutual Wealth Management
518
Northwestern Mutual Wealth Management
Wisconsin
$184K +$10.2K +60 +6%
ACM
519
AUA Capital Management
Pennsylvania
$183K +$8.47K +50 +5%
VFA
520
Valeo Financial Advisors
Indiana
$177K +$59.3K +350 +50%
WAM
521
Wealthspire Advisors (Maryland)
Maryland
$174K +$12.5K +74 +8%
WAS
522
WESPAC Advisors SoCal
California
$168K
RIM
523
Rampart Investment Management
Connecticut
$167K +$13.9K +82 +9%
NMC
524
Nine Masts Capital
Hong Kong
$154K +$155K +914 New
NSB
525
Norway Savings Bank
Maine
$152K