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Name Holding Trade Value Shares
Change
Change in
Stake
MA
126
Montag & Associates
Georgia
$21.7K
NECFA
127
New England Capital Financial Advisors
Connecticut
$19.1K
PCMC
128
Planning Capital Management Corporation
Pennsylvania
$18.6K
Russell Investments Group
129
Russell Investments Group
United Kingdom
$17.3K +$6.5K +138 +61%
ZB
130
Zions Bancorporation
Utah
$16.4K
SWA
131
SOA Wealth Advisors
New York
$15.8K
TIM
132
Tortoise Investment Management
New York
$14.6K
HI
133
Harbour Investments
Wisconsin
$10.8K -$566 -12 -5%
GI
134
GAMMA Investing
California
$10.6K -$5.75K -122 -35%
PS
135
Principal Securities
Iowa
$9.95K +$424 +9 +4%
PB
136
Pinnacle Bancorp
Nebraska
$9.91K
UB
137
UMB Bank
Missouri
$9.24K -$23.6K -500 -72%
BWAM
138
Boyd Watterson Asset Management
Ohio
$8.96K
BFEC
139
Benjamin F. Edwards & Company
Missouri
$8K
First Manhattan
140
First Manhattan
New York
$7.92K
HT
141
Headlands Technologies
Illinois
$7.58K +$7.54K +160 New
GWM
142
Geneos Wealth Management
Colorado
$5.88K
PFBT
143
Parkside Financial Bank & Trust
Missouri
$5.4K -$566 -12 -10%
CA
144
CoreCap Advisors
Michigan
$5.07K +$5.04K +107 New
PTC
145
Private Trust Company
Ohio
$4.98K -$943 -20 -16%
Federated Hermes
146
Federated Hermes
Pennsylvania
$4.93K +$848 +18 +21%
BTI
147
Blue Trust Inc
Georgia
$4.03K -$6.79K -144 -63%
RBC
148
Roble Belko & Company
Pennsylvania
$4K
MG
149
Mather Group
Illinois
$3.9K +$3.87K +82 New
SAM
150
Smartleaf Asset Management
Massachusetts
$3.51K +$3.25K +69 +1,150%