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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
526
Bragg Financial Advisors
North Carolina
$517K -$9.68K -116 -2%
CCMD
527
Cypress Capital Management (Delaware)
Delaware
$514K -$20.9K -250 -4%
BFC
528
Blue Fin Capital
Rhode Island
$513K -$16.7K -200 -3%
CRC
529
Curi RMB Capital
Illinois
$504K +$250 +3 +0.1%
NA
530
NewEdge Advisors
Louisiana
$501K +$460K +5,514 New
CIA
531
Capital Investment Advisors
Georgia
$500K -$19.1K -229 -4%
TAM
532
Taurus Asset Management
New York
$500K
First Trust Advisors
533
First Trust Advisors
Illinois
$499K -$7.25M -86,863 -94%
EFS
534
Essex Financial Services
Connecticut
$498K +$5.51K +66 +1%
HAG
535
HighPoint Advisor Group
Illinois
$487K +$455K +5,448 New
WIC
536
Woodmont Investment Counsel
Tennessee
$485K -$12.5K -150 -3%
PL
537
Parthenon LLC
Kentucky
$482K
CA
538
Clearstead Advisors
Ohio
$480K -$21.2K -254 -5%
Fayez Sarofim & Co
539
Fayez Sarofim & Co
Texas
$480K
ECM
540
Element Capital Management
New York
$478K +$439K +5,258 New
KCM
541
Kanawha Capital Management
Virginia
$476K
IRF
542
IBM Retirement Fund
New York
$474K -$85.6K -1,026 -16%
SCM
543
Sterling Capital Management
North Carolina
$465K -$6.42K -77 -1%
BOS
544
Bank of Stockton
California
$464K +$112K +1,340 +36%
ZCM
545
Zebra Capital Management
Connecticut
$464K +$425K +5,099 New
EWM
546
Evermay Wealth Management
Virginia
$463K
APA
547
American Portfolios Advisors
New York
$462K +$13.5K +162 +3%
CBA
548
Coastal Bridge Advisors
Connecticut
$462K +$417 +5 +0.1%
Koshinski Asset Management
549
Koshinski Asset Management
Illinois
$462K +$424K +5,086 New
GIM
550
Goelzer Investment Management
Indiana
$457K