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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
501
Sterling Capital Management
North Carolina
$528K -$8.03K -98 -2%
NB
502
Nicolet Bankshares
Wisconsin
$522K -$34K -415 -6%
WG
503
Welch Group
Alabama
$522K +$8.69K +106 +2%
PGFC
504
Peapack-Gladstone Financial Corp
New Jersey
$520K -$52.3K -638 -9%
MLIC
505
Mandatum Life Insurance Company
Finland
$511K
PFA
506
Pathway Financial Advisors
Vermont
$511K
FWM
507
Frontier Wealth Management
Missouri
$508K -$136K -1,657 -22%
PHAM
508
Palisades Hudson Asset Management
Florida
$505K
AWM
509
Altium Wealth Management
New York
$505K +$574 +7 +0.1%
PCM
510
Parsons Capital Management
Rhode Island
$501K -$29.4K -359 -6%
BFS
511
Bradley Foster & Sargent
Connecticut
$501K +$72K +878 +18%
CA
512
Clearstead Advisors
Ohio
$500K +$246 +3 +0.1%
BFC
513
Blue Fin Capital
Rhode Island
$499K
MLL
514
Moody Lynn & Lieberson
Massachusetts
$497K -$8.2K -100 -2%
CONA
515
Capital One National Association
New York
$496K +$26.9K +328 +6%
BFA
516
Bragg Financial Advisors
North Carolina
$494K
GP
517
Girard Partners
Pennsylvania
$492K -$10K -122 -2%
HR
518
Howe & Rusling
New York
$491K
LNWWM
519
Laird Norton Wetherby Wealth Management
California
$488K +$8.28K +101 +2%
GXMC
520
Global X Management Company
New York
$484K +$13.6K +166 +3%
Bessemer Group
521
Bessemer Group
New Jersey
$482K
CIA
522
Capital Investment Advisors
Georgia
$475K +$65.3K +796 +17%
TAM
523
Taurus Asset Management
New York
$469K
DRD
524
Dennis R. Delaney
$468K
WJA
525
Williams Jones & Associates
New York
$468K