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Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
926
Clifford Swan Investment Counsel
California
$227K
TP
927
Tranquility Partners
Tennessee
$227K +$223K +1,542 New
BAS
928
Brown Advisory Securities
Maryland
$226K -$65.8K -456 -23%
LWM
929
Lenox Wealth Management
Ohio
$226K +$12.3K +85 +6%
PCG
930
Private Capital Group
Connecticut
$226K +$27.6K +191 +12%
GIA
931
Gladstone Institutional Advisory
Florida
$226K +$221K +1,532 New
LIC
932
Lodestar Investment Counsel
Illinois
$224K
AF
933
Allworth Financial
California
$222K -$4.04K -28 -2%
SPC
934
Sigma Planning Corp
Michigan
$222K -$2.17K -15 -1%
NPT
935
Nixon Peabody Trust
Massachusetts
$222K +$218K +1,510 New
PIA
936
Pinion Investment Advisors
Kansas
$221K -$135K -935 -38%
MIH
937
Meitav Investment House
Israel
$221K
SAM
938
Steinberg Asset Management
New York
$221K
MFW
939
Mosaic Family Wealth
Missouri
$221K +$39.7K +275 +22%
FA
940
FCG Advisors
New Jersey
$220K
AUB
941
Atlantic Union Bankshares
Virginia
$220K +$216K +1,496 New
LC
942
LCNB Corp
Ohio
$219K
FANJ
943
Financial Architects (New Jersey)
New Jersey
$218K -$52.4K -363 -20%
Lazard Asset Management
944
Lazard Asset Management
New York
$218K
LC
945
Lindbrook Capital
California
$218K +$84.5K +585 +65%
WIA
946
Wealthstreet Investment Advisors
Texas
$217K -$21.7K -150 -9%
WWM
947
Western Wealth Management
Colorado
$215K -$41K -284 -16%
AWM
948
Altium Wealth Management
New York
$212K +$866 +6 +0.4%
PCM
949
Prelude Capital Management
New York
$211K -$555K -3,845 -73%
EMG
950
ETF Managers Group
New Jersey
$207K +$50.1K +347 +33%