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Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
776
Chicago Partners Investment Group
Illinois
$265K +$56.4K +188 +25%
WWM
777
Windsor Wealth Management
Indiana
$263K +$1.5K +5 +0.6%
ZB
778
Zions Bancorporation
Utah
$263K +$128K +427 +96%
IF
779
Intrua Financial
Texas
$262K +$2.7K +9 +1%
TPWA
780
TRUE Private Wealth Advisors
Oregon
$261K +$39.9K +133 +18%
SFG
781
StrategIQ Financial Group
Indiana
$259K +$258K +861 New
Holocene Advisors
782
Holocene Advisors
New York
$259K +$258K +862 New
MC
783
Moors & Cabot
Massachusetts
$258K -$66.9K -223 -21%
TAM
784
Trillium Asset Management
Massachusetts
$258K -$46.8K -156 -15%
KBFS
785
Kohmann Bosshard Financial Services
Ohio
$258K
CWM
786
Congress Wealth Management
Massachusetts
$258K +$258K +861 New
CFFP
787
Center for Financial Planning
Michigan
$256K
VVP
788
Venture Visionary Partners
Ohio
$253K -$4.2K -14 -2%
JSL
789
JT Stratford LLC
Georgia
$253K +$13.2K +44 +6%
CTC
790
Central Trust Company
Missouri
$253K +$135K +450 +115%
6M
791
6 Meridian
Kansas
$250K +$600 +2 +0.2%
HW
792
Hamilton Wealth
California
$249K +$249K +829 New
GA
793
Geller Advisors
New York
$247K +$3K +10 +1%
AC
794
ASB Consultores
Florida
$245K +$244K +814 New
IIC
795
Integrated Investment Consultants
Michigan
$242K -$63.9K -213 -21%
EWA
796
EP Wealth Advisors
California
$241K -$3K -10 -1%
CBT
797
Capital Bank & Trust
California
$241K
WF
798
Welch & Forbes
Massachusetts
$240K -$15K -50 -6%
HI
799
Hendershot Investments
Virginia
$240K
AMC
800
Asset Management Corp
Illinois
$238K +$300 +1 +0.1%