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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
676
HBK Sorce Advisory
Pennsylvania
$357K -$132K -989 -28%
SCM
677
Schnieders Capital Management
California
$356K -$13.3K -100 -4%
CCG
678
Coastwise Capital Group
California
$354K -$68.7K -515 -17%
OIA
679
OneDigital Investment Advisors
Kansas
$352K -$2.13K -16 -0.6%
EM
680
Excalibur Management
Massachusetts
$351K -$12.5K -94 -4%
BC
681
Bridgefront Capital
Texas
$351K +$328K +2,460 New
PTC
682
Private Trust Company
Ohio
$350K -$17.2K -129 -5%
CC
683
Courier Capital
New York
$349K – – –
CT
684
Chicago Trust
Illinois
$348K -$34.5K -259 -10%
BHWM
685
Bar Harbor Wealth Management
New Hampshire
$343K +$14.7K +110 +5%
APP
686
Avantax Planning Partners
Iowa
$343K +$8.53K +64 +3%
MWM
687
Mattern Wealth Management
Kansas
$342K – – –
PBC
688
Pavion Blue Capital
California
$342K – – –
FPB
689
First PREMIER Bank
South Dakota
$342K -$36.7K -275 -10%
SC
690
Savant Capital
Illinois
$342K -$14K -105 -4%
PWP
691
Principle Wealth Partners
Connecticut
$341K -$42.7K -320 -12%
BSB
692
Bangor Savings Bank
Maine
$341K – – –
DI
693
DFPG Investments
Utah
$340K -$45.9K -344 -13%
MA
694
Montag & Associates
Georgia
$339K +$118K +883 +59%
ESB
695
Essex Savings Bank
Connecticut
$339K +$36.7K +275 +13%
SCA
696
Snowden Capital Advisors
New York
$338K +$107K +803 +51%
TA
697
TrueWealth Advisors
Alabama
$338K +$400 +3 +0.1%
AWM
698
Apollon Wealth Management
South Carolina
$338K +$25.9K +194 +9%
ET
699
Equitable Trust
Tennessee
$338K – – –
BFC
700
Bedel Financial Consulting
Indiana
$336K +$133 +1 +0%