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Name Holding Trade Value Shares
Change
Change in
Stake
EA
801
Edge Advisors
Georgia
$346K -$7.4M -51,092 -95%
MA
802
Mutual Advisors
Nebraska
$343K +$363K +2,505 New
YMRC
803
Yorktown Management & Research Company
Virginia
$342K
CCM
804
Cribstone Capital Management
Maine
$342K +$10.7K +74 +3%
SFG
805
Summit Financial Group
West Virginia
$340K +$29.5K +204 +9%
TPWA
806
TRUE Private Wealth Advisors
Oregon
$339K +$9.56K +66 +3%
MFW
807
Meristem Family Wealth
Minnesota
$339K +$359K +2,480 New
AHB
808
Abner Herrman & Brock
New Jersey
$338K +$93K +642 +35%
RPC
809
Rossmore Private Capital
Connecticut
$336K
HSA
810
HBK Sorce Advisory
Pennsylvania
$336K +$355K +2,454 New
BMO
811
Beck Mack & Oliver
New York
$334K -$126K -872 -26%
PCG
812
Private Capital Group
Connecticut
$334K -$145 -1 -0%
AF
813
Advisornet Financial
Minnesota
$334K +$12.7K +88 +4%
GP
814
Girard Partners
Pennsylvania
$333K -$9.12K -63 -3%
RWA
815
RGT Wealth Advisors
Texas
$331K -$42K -290 -11%
CCMD
816
Cypress Capital Management (Delaware)
Delaware
$331K
RMSCM
817
R.M. Sincerbeaux Capital Management
New York
$328K
BHWM
818
Bar Harbor Wealth Management
New Hampshire
$326K -$3.19K -22 -0.9%
WC
819
Whitnell & Co
Illinois
$325K -$56.5K -390 -14%
FPCG
820
Fort Pitt Capital Group
Pennsylvania
$325K +$10.6K +73 +3%
SC
821
Searle & Co
Connecticut
$320K
LIA
822
LSP Investment Advisors
New York
$317K
JIC
823
Joel Isaacson & Co
New York
$313K
PCA
824
Peddock Capital Advisors
Massachusetts
$311K
HFS
825
HL Financial Services
Kentucky
$309K -$26.9K -186 -8%