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Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
876
Peapack-Gladstone Financial Corp
New Jersey
$310K -$5.84K -40 -2%
WA
877
Waddell & Associates
Tennessee
$307K
AIM
878
Aigen Investment Management
New York
$306K -$628K -4,304 -68%
HAIM
879
Hunter Associates Investment Management
Pennsylvania
$305K -$8.76K -60 -3%
DWAM
880
Duncan Williams Asset Management
Tennessee
$304K
TCOV
881
Trust Company of Vermont
Vermont
$304K
SAW
882
Signal Advisors Wealth
Michigan
$304K +$299K +2,049 New
CPL
883
Capital & Planning LLC
Georgia
$303K
AUB
884
Atlantic Union Bankshares
Virginia
$303K +$298K +2,043 New
CPA
885
Cardiff Park Advisors
California
$303K
QC
886
Quent Capital
New York
$301K -$438 -3 -0.1%
WCM
887
Windward Capital Management
California
$300K -$2.19K -15 -0.7%
FWA
888
Flagship Wealth Advisors
Massachusetts
$298K
HI
889
Hendershot Investments
Virginia
$298K
TC
890
TownSquare Capital
Utah
$297K -$3.01M -20,585 -91%
OCM
891
One Capital Management
California
$297K +$10.5K +72 +4%
IP
892
Investment Partners
Ohio
$297K -$180K -1,231 -38%
IA
893
IFG Advisory
Georgia
$297K +$584 +4 +0.2%
GCM
894
Graver Capital Management
Ohio
$296K
SCA
895
Sandy Cove Advisors
Massachusetts
$296K -$876 -6 -0.3%
VCA
896
Verdence Capital Advisors
Maryland
$295K -$584 -4 -0.2%
PCM
897
Pointe Capital Management
Michigan
$295K
PTC
898
Private Trust Company
Ohio
$295K -$239K -1,636 -45%
SIS
899
Sound Income Strategies
Florida
$294K -$9.64K -66 -3%
BA
900
Bridgewater Advisors
New York
$292K -$61.8K -423 -17%