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Name Holding Trade Value Shares
Change
Change in
Stake
OFG
726
Oxford Financial Group
Indiana
$280K
CHC
727
City Holding Co
West Virginia
$280K -$35.5K -960 -11%
RSWM
728
Robertson Stephens Wealth Management
California
$275K -$9.14K -247 -3%
PVM
729
Palogic Value Management
Texas
$275K
PWM
730
Perigon Wealth Management
California
$271K +$13.2K +358 +5%
GWM
731
GSB Wealth Management
Connecticut
$270K +$11.9K +322 +4%
DDC
732
DF Dent & Co
Maryland
$270K
EP
733
Eudaimonia Partners
Tennessee
$270K +$6.29K +170 +2%
P
734
Pitcairn
Pennsylvania
$270K +$21.8K +588 +8%
DOA
735
D'Orazio & Associates
Virginia
$268K -$29.3K -791 -9%
PWP
736
Phillips Wealth Planners
Mississippi
$268K +$47.4K +1,281 +20%
MP
737
McDonald Partners
Ohio
$267K -$222K -6,000 -44%
PBO
738
Peoples Bank (Ohio)
Ohio
$267K
KWS
739
Keystone Wealth Services
California
$264K
WANY
740
Wealthspire Advisors (New York)
New York
$264K +$11.5K +311 +4%
VWA
741
Visionary Wealth Advisors
Illinois
$264K -$49.6K -1,341 -15%
LJAC
742
L.J. Altfest & Co
New York
$263K +$2.26K +61 +0.8%
FHA
743
First Horizon Advisors
Tennessee
$263K +$6.22K +168 +2%
NL
744
NWAM LLC
Washington
$263K -$5.33K -144 -2%
AAS
745
Ameritas Advisory Services
Nebraska
$263K -$1.99M -53,840 -88%
CT
746
Caldwell Trust
Florida
$263K -$9.25K -250 -3%
Vanguard Capital Wealth Advisors
747
Vanguard Capital Wealth Advisors
Colorado
$262K -$142K -3,833 -34%
GIM
748
Goelzer Investment Management
Indiana
$261K
ECM
749
Estabrook Capital Management
New York
$261K
PMG
750
ProVise Management Group
Florida
$261K