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Name Holding Trade Value Shares
Change
Change in
Stake
BG
801
Bollard Group
Massachusetts
$350K +$1.85K +33 +0.6%
AIM
802
Allen Investment Management
New York
$350K +$336K +6,000 New
PP
803
Patten & Patten
Tennessee
$348K -$22.4K -399 -6%
CWM
804
Collaborative Wealth Management
Florida
$343K +$329K +5,877 New
FRA
805
Frank Rimerman Advisors
California
$340K
SFA
806
Sequoia Financial Advisors
Ohio
$334K +$321K +5,725 New
KA
807
Kovack Advisors
Florida
$332K +$56 +1 +0%
IF
808
Insight Folios
North Carolina
$330K +$9.86K +176 +3%
FMLI
809
Fukoku Mutual Life Insurance
Japan
$329K +$11.2K +200 +4%
CCA
810
Checchi Capital Advisers
California
$328K -$4.15K -74 -1%
CST
811
Charles Schwab Trust
Nevada
$328K
PTB
812
Pioneer Trust Bank
Oregon
$328K +$315K +5,620 New
SFG
813
SevenBridge Financial Group
Pennsylvania
$327K
QCG
814
Quadrant Capital Group
Ohio
$327K +$2.63K +47 +0.8%
SW
815
SlateStone Wealth
Florida
$327K +$11.2K +200 +4%
FC
816
Ferris Capital
Massachusetts
$326K
LWCFA
817
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$326K +$22.4K +400 +8%
RIA
818
Richwood Investment Advisors
Ohio
$326K +$313K +5,583 New
PAS
819
Park Avenue Securities
New York
$325K +$52.3K +934 +20%
CSB
820
City State Bank
Iowa
$323K +$310K +5,538 New
SIA
821
Schechter Investment Advisors
Michigan
$322K +$309K +5,513 New
LNC
822
Lincoln National Corp
Pennsylvania
$321K +$7K +125 +2%
IAN
823
Integrated Advisors Network
Texas
$321K +$10.5K +187 +4%
FCFC
824
First Citizens Financial Corp
Iowa
$318K
PB
825
Pinnacle Bancorp
Nebraska
$318K