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Name Holding Trade Value Shares
Change
Change in
Stake
KP
1276
Keel Point
Alabama
$573K +$18.4K +100 +3%
EA
1277
Edge Advisors
Georgia
$572K -$6.97K -38 -1%
AIP
1278
Ahrens Investment Partners
Louisiana
$571K -$9.18K -50 -1%
BP
1279
Ballentine Partners
Massachusetts
$571K +$34K +185 +6%
ERIM
1280
Eagle Ridge Investment Management
Connecticut
$569K +$35.8K +195 +6%
TF
1281
TLWM Financial
Texas
$566K +$16.5K +90 +3%
SAM
1282
Shamrock Asset Management
Texas
$561K -$24K -131 -4%
OA
1283
Outfitter Advisors
Virginia
$557K -$9.18K -50 -2%
PWA
1284
Providence Wealth Advisors
Illinois
$555K +$613K +3,341 New
SOAMC
1285
Spirit of America Management Corp
New York
$554K – – –
PFS
1286
Prospera Financial Services
Texas
$553K +$182K +991 +45%
DA
1287
Dillon & Associates
Michigan
$551K -$55.1K -300 -8%
CBB
1288
Citizens Business Bank
California
$551K -$7.34K -40 -1%
MWAC
1289
Mariner Wealth Advisors (Cincinnati)
Ohio
$550K -$19.5K -106 -3%
CAG
1290
Crestwood Advisors Group
Massachusetts
$549K -$64.8K -353 -10%
PNAA
1291
Pictet North America Advisors
Switzerland
$549K +$13.8K +75 +2%
AWM
1292
Altium Wealth Management
New York
$548K +$67.7K +369 +13%
FPFS
1293
First Personal Financial Services
North Carolina
$542K -$4.59K -25 -0.8%
FF
1294
Fluent Financial
Texas
$540K -$389K -2,118 -40%
LGC
1295
Laurel Grove Capital
California
$540K – – –
CCA
1296
Conservest Capital Advisors
Pennsylvania
$537K – – –
ATIA
1297
American Trust Investment Advisors
New Hampshire
$533K +$27K +147 +5%
BPCE
1298
Bank Pictet & Cie (Europe)
Germany
$531K +$37.6K +205 +7%
WA
1299
Wheatland Advisors
Pennsylvania
$528K – – –
RC
1300
Roundview Capital
New Jersey
$527K +$568K +3,094 New