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Name Holding Trade Value Shares
Change
Change in
Stake
PAS
676
Park Avenue Securities
New York
$419K +$75.5K +280 +23%
FHA
677
Flagship Harbor Advisors
Massachusetts
$414K -$128K -473 -24%
IB
678
Intrust Bank
Kansas
$414K -$119K -441 -23%
HNB
679
Huntington National Bank
Ohio
$414K +$16.5K +61 +4%
MMG
680
Monetary Management Group
Missouri
$413K
OPS
681
Orion Portfolio Solutions
Nebraska
$410K +$14.6K +54 +4%
IC
682
Intersect Capital
California
$410K +$73.1K +271 +23%
JFA
683
JNBA Financial Advisors
Minnesota
$402K
CWP
684
Capital Wealth Planning
Florida
$401K +$17.3K +64 +5%
SFS
685
Sowell Financial Services
Arkansas
$399K +$96.8K +359 +32%
Vanguard Personalized Indexing Management
686
Vanguard Personalized Indexing Management
California
$398K +$64.5K +239 +20%
BP
687
Ballentine Partners
Massachusetts
$395K -$10.5K -39 -3%
PFBT
688
Parkside Financial Bank & Trust
Missouri
$393K -$1.62K -6 -0.4%
AWE
689
Avidian Wealth Enterprises
Texas
$392K +$23.2K +86 +7%
EP
690
Eudaimonia Partners
Tennessee
$390K
SWA
691
Stratos Wealth Advisors
Ohio
$390K +$24.3K +90 +7%
AC
692
Alexandria Capital
Virginia
$387K
RCS
693
Retirement Capital Strategies
California
$386K
CPSC
694
Carl P. Sherr & Co
Massachusetts
$385K +$52.3K +194 +16%
SCA
695
Sippican Capital Advisors
Massachusetts
$378K -$44.5K -165 -11%
GC
696
Grace Capital
Massachusetts
$378K
AA
697
Ancora Advisors
Ohio
$377K -$6.74K -25 -2%
AWA
698
ARS Wealth Advisors
Florida
$373K +$360K +1,334 New
VFA
699
Voya Financial Advisors
Connecticut
$372K +$15.4K +57 +4%
PA
700
Probity Advisors
Texas
$371K +$358K +1,327 New