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Name Holding Trade Value Shares
Change
Change in
Stake
CT
626
Coastline Trust
Rhode Island
$430K
IIM
627
Ironwood Investment Management
Massachusetts
$423K -$282K -1,837 -38%
PWP
628
Principle Wealth Partners
Connecticut
$420K -$20.5K -134 -4%
TA
629
TrueWealth Advisors
Alabama
$420K
SM
630
SG3 Management
Puerto Rico
$417K +$460K +3,000 New
DCM
631
Donaldson Capital Management
Indiana
$416K -$385K -2,513 -46%
IWA
632
IVC Wealth Advisors
Pennsylvania
$415K -$85.7K -559 -16%
RWP
633
Ridgecrest Wealth Partners
California
$414K -$61.3K -400 -12%
CMI
634
Clare Market Investments
Texas
$413K -$12.1K -79 -3%
HWAM
635
Hennion & Walsh Asset Management
New Jersey
$413K -$38.8K -253 -8%
PP
636
Prudential plc
United Kingdom
$410K +$452K +2,947 New
APP
637
Avantax Planning Partners
Iowa
$407K -$21.6K -141 -5%
CPO
638
Cerity Partners OCIO
New York
$407K -$15.3K -100 -3%
TNB
639
Thomasville National Bank
Georgia
$407K -$7.66K -50 -2%
BW
640
Bison Wealth
Georgia
$407K +$255K +1,662 +132%
SFA
641
Souders Financial Advisors
Ohio
$406K +$153 +1 +0%
RIM
642
Redpoint Investment Management
Australia
$405K -$95.9K -626 -18%
EM
643
Excalibur Management
Massachusetts
$405K +$16.4K +107 +4%
FNBOMD
644
First National Bank of Mount Dora
Florida
$401K -$56.5K -369 -11%
DY
645
Dowling & Yahnke
California
$401K -$3.22K -21 -0.7%
MCM
646
MV Capital Management
Maryland
$399K -$4.14K -27 -0.9%
HWM
647
Horizon Wealth Management
Illinois
$399K
GWCM
648
Godshalk Welsh Capital Management
Pennsylvania
$397K -$25.7K -168 -6%
BBVA
649
Banco Bilbao Vizcaya Argentaria
Spain
$395K -$3.01M -19,615 -88%
RMDI
650
R.M. Davis Inc
Maine
$394K -$99.6K -650 -19%