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Name Holding Trade Value Shares
Change
Change in
Stake
UAS
726
United Asset Strategies
New York
$221K +$19.4K +634 +9%
CT
727
Caldwell Trust
Florida
$218K +$154K +5,034 +191%
WWM
728
Windsor Wealth Management
Indiana
$217K -$6.22K -203 -2%
PCM
729
Perkins Capital Management
Minnesota
$217K
WSFS
730
Wilmington Savings Fund Society
Delaware
$217K
RG
731
Retirement Group
California
$217K +$101K +3,281 +25%
CFS
732
CRA Financial Services
New Jersey
$216K
EWA
733
EverSource Wealth Advisors
Alabama
$216K +$36.9K +1,205 +19%
PBO
734
Peoples Bank (Ohio)
Ohio
$215K +$8.43K +275 +4%
JCM
735
Jacobi Capital Management
Pennsylvania
$213K -$58.3K -1,903 -20%
RIA
736
Regal Investment Advisors
Michigan
$213K -$3.86K -126 -2%
GIM
737
Goelzer Investment Management
Indiana
$213K
PMG
738
ProVise Management Group
Florida
$210K -$1.23K -40 -0.5%
Jones Financial Companies
739
Jones Financial Companies
Missouri
$210K -$766 -25 -0.3%
EWA
740
Exencial Wealth Advisors
Oklahoma
$210K +$3.06K +100 +1%
ECM
741
Estabrook Capital Management
New York
$210K +$64.3K +2,100 +40%
KIA
742
KCM Investment Advisors
California
$209K -$29.2K -954 -11%
WI
743
Wedgewood Investors
Pennsylvania
$209K
IWP
744
Insight Wealth Partners
Texas
$207K +$223K +7,284 New
SWIG
745
Strategic Wealth Investment Group
Kentucky
$206K -$2.16M -70,630 -91%
SIC
746
Sigma Investment Counselors
Michigan
$205K -$31 -1 -0%
MIS
747
Morningstar Investment Services
Illinois
$205K +$218K +7,103 New
WAP
748
Wealthcare Advisory Partners
Pennsylvania
$204K -$113K -3,700 -34%
FLPIM
749
F.L. Putnam Investment Management
Massachusetts
$204K -$214 -7 -0.1%
MWM
750
Modera Wealth Management
New Jersey
$203K -$31 -1 -0%