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Name Holding Trade Value Shares
Change
Change in
Stake
PC
801
Port Capital
Illinois
$291K +$22.3K +72 +9%
Focus Partners Wealth
802
Focus Partners Wealth
Massachusetts
$291K +$270K +871 New
GA
803
Greenspring Advisors
Maryland
$290K
EB
804
Exchange Bank
California
$290K
KBFS
805
Kohmann Bosshard Financial Services
Ohio
$287K
NA
806
Navellier & Associates
Nevada
$285K
CFFP
807
Center for Financial Planning
Michigan
$285K
VVP
808
Venture Visionary Partners
Ohio
$284K +$5.27K +17 +2%
A
809
Allianz
Germany
$284K +$264K +850 New
JWCA
810
J.W. Coons Advisors
Ohio
$283K -$54.3K -175 -17%
AC
811
Allstate Corporation
Illinois
$282K -$11.8K -38 -4%
MC
812
Moors & Cabot
Massachusetts
$281K +$45.9K +148 +21%
S
813
Sunpointe
Missouri
$280K +$260K +838 New
CI Investments Inc
814
CI Investments Inc
Ontario, Canada
$278K +$37.8K +122 +17%
CTC
815
Central Trust Company
Missouri
$278K -$14.9K -48 -5%
PP
816
PDS Planning
Ohio
$278K -$620 -2 -0.2%
CWG
817
Cornerstone Wealth Group
North Carolina
$276K +$34.1K +110 +15%
ADL
818
Asset Dedication LLC
California
$275K -$32.2K -104 -11%
CT
819
Coastline Trust
Rhode Island
$274K -$456K -1,470 -64%
WA
820
Wealthstream Advisors
New York
$274K -$13K -42 -5%
HH
821
Hilltop Holdings
Texas
$274K -$23.3K -75 -8%
WF
822
Welch & Forbes
Massachusetts
$274K -$9.92K -32 -4%
MSR
823
Main Street Research
Connecticut
$274K -$62.6K -202 -20%
ACA
824
Aptus Capital Advisors
Alabama
$273K +$35K +113 +16%
CWM
825
Congress Wealth Management
Massachusetts
$272K +$253K +815 New