Name Holding Trade Value Shares
Change
Change in
Stake
Chicago Partners Investment Group
851
Chicago Partners Investment Group
Illinois
$213K -$42.5K -131 -17%
MCM
852
Manchester Capital Management
Vermont
$212K – – –
CTA
853
Colonial Trust Advisors
South Carolina
$211K – – –
MP
854
McDonald Partners
Ohio
$210K +$197K +608 New
GWMIA
855
Global Wealth Management Investment Advisory
Florida
$210K +$197K +607 New
MWA
856
Meridian Wealth Advisors
Texas
$209K +$196K +604 New
GA
857
Gateway Advisory
New Jersey
$208K +$196K +602 New
LFA
858
LGT Financial Advisors
Texas
$207K +$195K +601 New
AA
859
Alta Advisers
United Kingdom
$207K – – –
Northeast Financial Consultants
860
Northeast Financial Consultants
Connecticut
$207K +$195K +600 New
FCI
861
Financial Counselors Inc
Kansas
$207K -$23.4K -72 -11%
RCAG
862
Rehmann Capital Advisory Group
Michigan
$207K +$194K +598 New
GC
863
Gilbert & Cook
Iowa
$205K +$193K +593 New
MMM
864
Mendel Money Management
Illinois
$205K +$193K +593 New
P
865
Palladiem
Pennsylvania
$204K +$192K +590 New
Capital Analysts LLC
866
Capital Analysts LLC
Pennsylvania
$197K -$474K -1,461 -72%
CWA
867
Carolina Wealth Advisors
South Carolina
$184K – – –
Arax Advisory Partners
868
Arax Advisory Partners
Colorado
$182K -$2.6K -8 -1%
Smithfield Trust
869
Smithfield Trust
Pennsylvania
$179K – – –
MassMutual Private Wealth & Trust
870
MassMutual Private Wealth & Trust
Connecticut
$174K +$3.57K +11 +2%
PWMG
871
Prestige Wealth Management Group
New Jersey
$173K +$115K +355 +245%
AA
872
Addison Advisors
Vermont
$173K – – –
FFL
873
Financial Freedom LLC
Ohio
$170K – – –
NCM
874
Northwest Capital Management
Oregon
$165K +$155K +477 New
IWP
875
Icon Wealth Partners
Texas
$151K – – –