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Name Holding Trade Value Shares
Change
Change in
Stake
PCP
751
Proficio Capital Partners
Massachusetts
$327K +$2.6K +8 +0.9%
Donaldson Capital Management
752
Donaldson Capital Management
Indiana
$325K +$306K +941 New
EFS
753
Essex Financial Services
Connecticut
$323K – – –
CWA Asset Management Group
754
CWA Asset Management Group
Florida
$322K +$9.74K +30 +3%
MGO One Seven
755
MGO One Seven
Ohio
$318K -$36.4K -112 -11%
ST
756
Sabal Trust
Florida
$318K +$299K +920 New
PTB
757
Pioneer Trust Bank
Oregon
$317K – – –
Oppenheimer & Co
758
Oppenheimer & Co
New York
$317K +$5.52K +17 +2%
EverSource Wealth Advisors
759
EverSource Wealth Advisors
Alabama
$316K -$19.8K -61 -6%
MCM
760
Mainstay Capital Management
Michigan
$316K – – –
Park National Corp
761
Park National Corp
Ohio
$315K -$11.4K -35 -4%
ADL
762
Asset Dedication LLC
California
$313K +$39K +120 +15%
CT
763
Coastline Trust
Rhode Island
$312K – – –
OMIC
764
Old Mission Investment Co
Michigan
$312K – – –
CCA
765
Cobblestone Capital Advisors
New York
$312K +$71.4K +220 +32%
WIA
766
Westbourne Investment Advisors
Maryland
$311K – – –
PAM
767
Paradigm Asset Management
New York
$311K +$292K +900 New
RPGK
768
Retirement Planning Group (Kansas)
Kansas
$306K – – –
HH
769
Hilltop Holdings
Texas
$304K -$161K -497 -36%
LCWP
770
Legacy Capital Wealth Partners
Arkansas
$303K -$119K -367 -29%
Venture Visionary Partners
771
Venture Visionary Partners
Ohio
$302K +$11K +34 +4%
GA
772
Greenspring Advisors
Maryland
$300K -$133K -408 -32%
EB
773
Exchange Bank
California
$300K +$282K +869 New
IHT Wealth Management
774
IHT Wealth Management
Illinois
$300K -$49.7K -153 -15%
TPWA
775
TRUE Private Wealth Advisors
Oregon
$300K – – –