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Name Holding Trade Value Shares
Change
Change in
Stake
Park National Corp
801
Park National Corp
Ohio
$297K -$620 -2 -0.2%
WWC
802
Waypoint Wealth Counsel
Georgia
$296K -$71.6K -231 -21%
TPWA
803
TRUE Private Wealth Advisors
Oregon
$294K +$1.55K +5 +0.6%
PC
804
Port Capital
Illinois
$291K +$22.3K +72 +9%
Focus Partners Wealth
805
Focus Partners Wealth
Massachusetts
$291K +$270K +871 New
GA
806
Greenspring Advisors
Maryland
$290K – – –
EB
807
Exchange Bank
California
$290K – – –
KBFS
808
Kohmann Bosshard Financial Services
Ohio
$287K – – –
NA
809
Navellier & Associates
Nevada
$285K – – –
CFFP
810
Center for Financial Planning
Michigan
$285K – – –
Venture Visionary Partners
811
Venture Visionary Partners
Ohio
$284K +$5.27K +17 +2%
Allianz
812
Allianz
Germany
$284K +$264K +850 New
JWCA
813
J.W. Coons Advisors
Ohio
$283K -$54.3K -175 -17%
Allstate Corporation
814
Allstate Corporation
Illinois
$282K -$11.8K -38 -4%
MC
815
Moors & Cabot
Massachusetts
$281K +$45.9K +148 +21%
S
816
Sunpointe
Missouri
$280K +$260K +838 New
CI Investments Inc
817
CI Investments Inc
Ontario, Canada
$278K +$37.8K +122 +17%
Central Trust Company
818
Central Trust Company
Missouri
$278K -$14.9K -48 -5%
PP
819
PDS Planning
Ohio
$278K -$620 -2 -0.2%
CWG
820
Cornerstone Wealth Group
North Carolina
$276K +$34.1K +110 +15%
ADL
821
Asset Dedication LLC
California
$275K -$32.2K -104 -11%
CT
822
Coastline Trust
Rhode Island
$274K -$456K -1,470 -64%
WA
823
Wealthstream Advisors
New York
$274K -$13K -42 -5%
HH
824
Hilltop Holdings
Texas
$274K -$23.3K -75 -8%
Welch & Forbes
825
Welch & Forbes
Massachusetts
$274K -$9.92K -32 -4%