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Name Holding Trade Value Shares
Change
Change in
Stake
GWI
1001
Grace & White Inc
New York
$223K
BFA
1002
Beaumont Financial Advisors
Massachusetts
$222K -$3.48K -16 -1%
EH
1003
Equitable Holdings
New York
$222K +$2.39K +11 +1%
HPWM
1004
Highland Private Wealth Management
Washington
$221K +$5.44K +25 +2%
HT
1005
Heritage Trust
Oklahoma
$220K
CIA
1006
Capital Investment Advisors
Georgia
$218K -$217 -1 -0.1%
PWP
1007
Principle Wealth Partners
Connecticut
$216K -$4.57K -21 -2%
KP
1008
Keel Point
Alabama
$216K +$234K +1,078 New
PT
1009
Plimoth Trust
Massachusetts
$215K -$45.7K -210 -16%
CCMD
1010
Cypress Capital Management (Delaware)
Delaware
$215K
CT
1011
Chicago Trust
Illinois
$214K +$9.57K +44 +4%
ACM
1012
AlphaStar Capital Management
North Carolina
$214K +$215K +991 New
FB
1013
First Bancorp
Maine
$214K +$232K +1,069 New
OBWG
1014
Onyx Bridge Wealth Group
New York
$213K
CC
1015
Courier Capital
New York
$211K -$18.5K -85 -7%
LC
1016
LCNB Corp
Ohio
$211K +$39.4K +181 +21%
FBB
1017
Fulton Breakefield Broenniman
Maryland
$211K +$229K +1,053 New
CWA
1018
Clearview Wealth Advisors
Oregon
$210K
FFWM
1019
Future Financial Wealth Management
Ohio
$209K
KFP
1020
KB Financial Partners
New Jersey
$208K +$6.74K +31 +3%
DHFB
1021
Dixon Hubard Feinour & Brown
Virginia
$208K +$8.48K +39 +4%
SGK
1022
Steigerwald Gordon & Koch
Virginia
$206K
WT
1023
Washington Trust
Rhode Island
$206K
ESCM
1024
Echo Street Capital Management
New York
$205K -$438K -2,014 -66%
KA
1025
KLCM Advisors
Wisconsin
$205K