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Name Holding Trade Value Shares
Change
Change in
Stake
CPA
851
Capital Planning Advisors
California
$211K +$190K +1,618 New
CIC
852
Crawford Investment Counsel
Georgia
$211K +$191K +1,625 New
CG
853
Caprock Group
Idaho
$210K +$189K +1,613 New
WCA
854
Westover Capital Advisors
Delaware
$210K +$189K +1,613 New
GT
855
Greenleaf Trust
Michigan
$207K -$131K -1,114 -41%
RMDI
856
R.M. Davis Inc
Maine
$207K +$186K +1,589 New
CL
857
Choreo LLC
Illinois
$205K +$185K +1,576 New
CCA
858
Conestoga Capital Advisors
Pennsylvania
$203K -$55.2K -470 -23%
GWM
859
Geneos Wealth Management
Colorado
$201K +$3.76K +32 +2%
CAW
860
Cornerstone Advisors (Washington)
Washington
$195K -$4.7K -40 -3%
BL
861
Balentine LLC
Georgia
$192K +$151K +1,284 +662%
PFO
862
Pathstone Family Office
New Jersey
$191K +$172K +1,469 New
SOADOR
863
State of Alaska Department of Revenue
Alaska
$191K +$173K +1,472 New
IDBONY
864
Israel Discount Bank of New York
New York
$189K -$2.7K -23 -2%
PAI
865
Pittenger & Anderson Inc
Nebraska
$182K
ST
866
Spot Trading
Illinois
$179K +$162K +1,378 New
RIM
867
Rampart Investment Management
Connecticut
$178K +$160K +1,366 New
PCP
868
Proficio Capital Partners
Massachusetts
$172K +$28.6K +244 +25%
CCMW
869
Cypress Capital Management (Wyoming)
Wyoming
$170K -$49.9K -425 -25%
SIAP
870
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$169K
WA
871
WFG Advisors
Texas
$164K +$13.6K +116 +10%
IWM
872
IHT Wealth Management
Illinois
$156K -$4.11K -35 -3%
SPIA
873
Steward Partners Investment Advisory
New York
$155K +$85.2K +726 +155%
SWA
874
Sutton Wealth Advisors
Florida
$151K
TWA
875
TCI Wealth Advisors
Arizona
$146K -$10.1K -86 -7%