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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
1026
Wedmont Private Capital
Pennsylvania
$273K +$263K +1,125 New
CCA
1027
Cottonwood Capital Advisors
Utah
$270K – – –
EFM
1028
E Fund Management
China
$269K -$43.1K -184 -14%
CAM
1029
Carret Asset Management
New York
$269K – – –
KP
1030
Keel Point
Alabama
$269K +$1.17K +5 +0.4%
HWA
1031
Heritage Wealth Advisors
Virginia
$268K -$67K -286 -20%
BAM
1032
Brave Asset Management
New Jersey
$268K – – –
FIB
1033
First Interstate Bank
Montana
$268K – – –
EH
1034
Equitable Holdings
New York
$267K +$468 +2 +0.2%
HT
1035
Heritage Trust
Oklahoma
$265K – – –
CIA
1036
Capital Investment Advisors
Georgia
$265K +$6.09K +26 +2%
SPP
1037
Single Point Partners
Massachusetts
$265K +$259K +1,105 New
LWM
1038
Laidlaw Wealth Management
New York
$264K +$13.1K +56 +5%
PA
1039
Parallel Advisors
California
$262K -$25.8K -110 -9%
CIA
1040
Caerus Investment Advisors
Texas
$262K -$22.9K -98 -9%
SAM
1041
Summit Asset Management
Tennessee
$262K +$256K +1,094 New
OBWG
1042
Onyx Bridge Wealth Group
New York
$261K – – –
ST
1043
Smithfield Trust
Pennsylvania
$261K – – –
AC
1044
Abbrea Capital
California
$260K – – –
PT
1045
Plimoth Trust
Massachusetts
$258K – – –
PWP
1046
Principle Wealth Partners
Connecticut
$258K +$234 +1 +0.1%
FB
1047
First Bancorp
Maine
$256K – – –
CYG
1048
Clean Yield Group
Vermont
$255K – – –
MME
1049
Meag Munich Ergo
Germany
$255K – – –
SBL
1050
Sargent Bickham Lagudis
Colorado
$255K +$1.41K +6 +0.6%