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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
1201
Diversify Advisory Services
Utah
$286K -$6.51K -22 -2%
TCOT
1202
Trust Company of Toledo
Ohio
$285K -$12.7K -43 -4%
SSC
1203
Syverson Strege & Co
Iowa
$283K -$58.9K -199 -17%
VA
1204
VestGen Advisors
Illinois
$283K +$290K +980 New
PCM
1205
Parsons Capital Management
Rhode Island
$282K +$14.5K +49 +5%
PPW
1206
Presilium Private Wealth
Pennsylvania
$281K
TL
1207
Tradewinds LLC
North Carolina
$281K +$288K +975 New
BTD
1208
BankPlus Trust Department
Mississippi
$280K -$39.4K -133 -12%
PI
1209
Pettee Investors
Connecticut
$280K
ST
1210
Spinnaker Trust
Maine
$280K
ICM
1211
Islay Capital Management
Texas
$279K
PA
1212
PharVision Advisers
Florida
$279K +$286K +967 New
KCP
1213
Kera Capital Partners
California
$278K -$86.1K -291 -23%
BFG
1214
Birch Financial Group
New Hampshire
$278K +$35.2K +119 +14%
PWPS
1215
Pinnacle Wealth Planning Services
Ohio
$278K -$122K -413 -30%
DGM
1216
Delta Global Management
New York
$277K +$284K +961 New
JFG
1217
Jefferies Financial Group
New York
$277K +$284K +961 New
CA
1218
CoreCap Advisors
Michigan
$277K +$13K +44 +5%
PCS
1219
Personal CFO Solutions
New Jersey
$271K +$29K +98 +12%
CYG
1220
Clean Yield Group
Vermont
$270K -$10.1K -34 -4%
MHC
1221
May Hill Capital
Massachusetts
$269K -$2.07K -7 -0.7%
REMPR
1222
Roof Eidam Maycock Peralta (REMP)
California
$269K
WFAG
1223
Wescott Financial Advisory Group
Pennsylvania
$268K -$10.1K -34 -4%
CSI
1224
Clark & Stuart Inc
Maine
$268K
LWM
1225
Lyell Wealth Management
California
$267K -$23.1K -78 -8%