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Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
701
L.J. Altfest & Co
New York
$239K -$2.05K -67 -0.8%
AP
702
Americana Partners
Texas
$238K -$3.06K -100 -1%
CPIG
703
Chicago Partners Investment Group
Illinois
$238K +$613 +20 +0.2%
ESB
704
Essex Savings Bank
Connecticut
$237K
BPWM
705
Badgley Phelps Wealth Managers
Washington
$235K +$254K +8,299 New
SGCA
706
Steel Grove Capital Advisors
Tennessee
$234K
APP
707
Avantax Planning Partners
Iowa
$232K -$61.2K -1,996 -20%
SP
708
Successful Portfolios
Florida
$231K +$8.43K +275 +3%
Verition Fund Management
709
Verition Fund Management
Connecticut
$230K -$39.3K -1,284 -14%
CCM
710
Cohen Capital Management
California
$229K
FCBT
711
First Citizens Bank & Trust
North Carolina
$229K +$247K +8,051 New
WA
712
Wealth Alliance
New York
$229K +$247K +8,074 New
CAL
713
Capital Analysts LLC
Pennsylvania
$227K -$6.59K -215 -3%
POIA
714
Pin Oak Investment Advisors
Texas
$227K
SFG
715
Summit Financial Group
West Virginia
$227K
HWM
716
HB Wealth Management
Georgia
$226K -$30.2K -985 -11%
UF
717
Univest Financial
Pennsylvania
$225K -$8.86K -289 -4%
KWS
718
Keystone Wealth Services
California
$224K -$38.4K -1,253 -14%
HIMC
719
Heritage Investors Management Corp
Maryland
$224K -$4.29K -140 -2%
SFG
720
StrategIQ Financial Group
Indiana
$224K
HIP
721
HUB Investment Partners
Texas
$223K +$241K +7,871 New
HW
722
Hancock Whitney
Mississippi
$222K -$3.28K -107 -1%
WA
723
WealthTrust Axiom
Pennsylvania
$222K +$214 +7 +0.1%
NPPM
724
North Point Portfolio Managers
Ohio
$221K
PFA
725
Pinnacle Family Advisors
Missouri
$221K