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Name Holding Trade Value Shares
Change
Change in
Stake
MFS
1401
Monetta Financial Services
Illinois
$720K +$675K +3,200 New
KF
1402
Krilogy Financial
Missouri
$716K -$80K -379 -11%
CWP
1403
Concord Wealth Partners
Virginia
$715K +$405K +1,917 +152%
GIA
1404
Guyasuta Investment Advisors
Pennsylvania
$714K
BIA
1405
Barry Investment Advisors
Massachusetts
$713K +$101K +478 +18%
MWM
1406
Marietta Wealth Management
Georgia
$712K -$497K -2,355 -43%
SIG
1407
Sky Investment Group
Connecticut
$710K -$10.6K -50 -2%
SF
1408
Summit Financial
New Jersey
$710K +$194K +918 +41%
BBI
1409
Baxter Bros Inc
Connecticut
$706K -$14.8K -70 -2%
MA
1410
Montag & Associates
Georgia
$703K
WE
1411
Wealth Effects
Massachusetts
$703K +$660K +3,126 New
NIC
1412
Northwest Investment Counselors
Oregon
$702K
GL
1413
Graypoint LLC
New York
$702K +$2.96K +14 +0.5%
MA
1414
MBA Advisors
Pennsylvania
$699K +$152K +719 +30%
CA
1415
Cornerstone Advisory
Maryland
$698K +$271K +1,282 +71%
EGA
1416
E&G Advisors
Texas
$697K
TRIA
1417
Trail Ridge Investment Advisors
Colorado
$693K +$650K +3,081 New
CBN
1418
Cadence Bank NA
Texas
$692K -$23.6K -112 -4%
EWM
1419
Elite Wealth Management
Washington
$690K
FCFS
1420
First Command Financial Services
Texas
$688K -$322K -1,525 -33%
RPC
1421
Rossmore Private Capital
Connecticut
$688K -$29.5K -140 -4%
H
1422
HoyleCohen
California
$688K +$15.2K +72 +2%
PNC
1423
Park National Corp
Ohio
$686K -$169K -800 -21%
PFBT
1424
Parkside Financial Bank & Trust
Missouri
$684K +$191K +907 +42%
JIR
1425
James Investment Research
Ohio
$683K -$42.2K -200 -6%