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Name Holding Trade Value Shares
Change
Change in
Stake
MBTD
851
Mechanics Bank - Trust Department
California
$772K – – –
PC
852
Parrish Capital
Georgia
$767K -$159K -562 -17%
LOIP
853
Live Oak Investment Partners
Texas
$764K +$21.5K +76 +3%
AC
854
Avestar Capital
New York
$764K -$45.5K -161 -5%
BHC
855
Bull Harbor Capital
Maryland
$764K -$102K -361 -12%
MYIA
856
Mount Yale Investment Advisors
Colorado
$758K +$2.54K +9 +0.3%
PSP
857
Pacific Sage Partners
Washington
$755K +$283 +1 +0%
BAAM
858
Baker Avenue Asset Management
California
$755K -$49.2K -174 -6%
HAS
859
HBW Advisory Services
California
$754K -$4.8K -17 -0.6%
PWA
860
Physician Wealth Advisors
Utah
$752K -$3.11K -11 -0.4%
DWP
861
Daymark Wealth Partners
Ohio
$751K +$3.96K +14 +0.5%
WI
862
WBI Investments
New Jersey
$750K +$768K +2,720 New
IIM
863
Ipswich Investment Management
Massachusetts
$748K -$42.4K -150 -5%
GSB
864
Greenfield Savings Bank
Massachusetts
$742K -$26.6K -94 -3%
AI
865
Atom Investors
Texas
$737K -$4.05M -14,335 -84%
AFG
866
Atomi Financial Group
New York
$734K +$194K +685 +35%
GWCM
867
Godshalk Welsh Capital Management
Pennsylvania
$732K – – –
WIC
868
Wilkins Investment Counsel
Massachusetts
$725K +$44.6K +158 +6%
BCWM
869
Bartlett & Co Wealth Management
Ohio
$724K +$3.11K +11 +0.4%
SW
870
Simplicity Wealth
New Jersey
$721K +$279K +987 +61%
DA
871
Denali Advisors
California
$717K +$311K +1,100 +73%
DWT
872
Dorsey & Whitney Trust
South Dakota
$715K -$18.1K -64 -2%
MWM
873
Mission Wealth Management
California
$712K +$303K +1,073 +71%
PFA
874
Pathway Financial Advisers
Indiana
$711K -$6.5K -23 -0.9%
OL
875
Optas LLC
Texas
$707K +$26.6K +94 +4%