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Name Holding Trade Value Shares
Change
Change in
Stake
FOA
1076
Five Oceans Advisors
California
$313K -$2.34K -9 -0.8%
AAIS
1077
ABN AMRO Investment Solutions
$312K -$69.5K -267 -19%
CCFCSB
1078
Cape Cod Five Cents Savings Bank
Massachusetts
$311K -$7.81K -30 -3%
CAM
1079
Carret Asset Management
New York
$310K
SW
1080
SteelPeak Wealth
California
$310K -$239K -919 -45%
GWS
1081
Glassman Wealth Services
Virginia
$308K +$110K +424 +63%
CFGS
1082
Concourse Financial Group Securities
Alabama
$306K +$2.87K +11 +1%
LC
1083
LCNB Corp
Ohio
$305K
RCG
1084
Regatta Capital Group
California
$305K +$8.07K +31 +3%
AP
1085
Adero Partners
California
$303K +$281K +1,080 New
GCM
1086
Genus Capital Management
British Columbia, Canada
$303K +$281K +1,080 New
SIC
1087
Samalin Investment Counsel
New York
$299K +$50.3K +193 +22%
PNAA
1088
Pictet North America Advisors
Switzerland
$298K
FFA
1089
Fragasso Financial Advisors
Pennsylvania
$297K +$14.6K +56 +6%
HC
1090
Hamilton Capital
Ohio
$297K -$35.9K -138 -12%
EP
1091
Edgestream Partners
New Jersey
$295K +$26.3K +101 +11%
WP
1092
WMS Partners
Maryland
$294K +$273K +1,049 New
ST
1093
Smithfield Trust
Pennsylvania
$294K -$71.6K -275 -21%
NL
1094
NWAM LLC
Washington
$293K +$63.3K +243 +30%
MWM
1095
Meridian Wealth Management
Kentucky
$293K
RZH
1096
Relyea Zuckerberg Hanson
Connecticut
$292K +$271K +1,041 New
CWP
1097
Concord Wealth Partners
Virginia
$289K +$4.43K +17 +2%
CWA
1098
Clearview Wealth Advisors
Oregon
$289K
CA
1099
Claro Advisors
Massachusetts
$288K +$267K +1,026 New
BCG
1100
Breakwater Capital Group
New Jersey
$288K -$260 -1 -0.1%