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Name Holding Trade Value Shares
Change
Change in
Stake
CCC
951
Compass Capital Corp
Massachusetts
$260K -$3.32K -1 -1%
CCWM
952
Cassaday & Co Wealth Management
Virginia
$259K -$3.32K -1 -1%
EWS
953
Eagle Wealth Strategies
New Jersey
$259K
OPF
954
Old Peak Finance
North Carolina
$259K +$16.6K +5 +7%
MAM
955
McLean Asset Management
Virginia
$258K -$3.32K -1 -1%
PA
956
Pinnacle Associates
New York
$257K -$39.9K -12 -13%
BG
957
Bollard Group
Massachusetts
$256K
CI
958
Conning Inc
Connecticut
$256K
DIA
959
Dean Investment Associates
Ohio
$256K -$787K -237 -75%
LFM
960
LGT Fund Management
Liechtenstein
$256K -$498K -150 -65%
HCP
961
Holt Capital Partners
Texas
$256K
FLPIM
962
F.L. Putnam Investment Management
Massachusetts
$256K +$33.2K +10 +14%
PWMAG
963
Pinnacle Wealth Management Advisory Group
New Jersey
$252K -$39.9K -12 -13%
MC
964
Middleton & Co
Massachusetts
$252K
PL
965
Plancorp LLC
Missouri
$252K -$13.3K -4 -5%
TAM
966
TCP Asset Management
Ohio
$249K
UB
967
UMB Bank
Missouri
$249K +$3.32K +1 +1%
FMI
968
Frec Markets Inc
California
$249K +$259K +78 New
DAS
969
Diversify Advisory Services
Utah
$249K +$269K +81 New
DWM
970
Diversify Wealth Management
Utah
$249K +$269K +81 New
MM
971
MQS Management
New York
$246K -$169K -51 -40%
FFN
972
Focus Financial Network
Minnesota
$246K +$6.64K +2 +3%
ZBNA
973
Zions Bancorporation, National Association
Utah
$246K +$163K +49 +175%
PDL
974
Portfolio Design Labs
California
$243K -$6.64K -2 -3%
MWM
975
Moulton Wealth Management
Washington
$242K