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Name Holding Trade Value Shares
Change
Change in
Stake
PFG
701
PAX Financial Group
Texas
$317K +$288K +1,924 New
DBIA
702
Dumont & Blake Investment Advisors
New Jersey
$313K -$284K -1,900 -48%
JWCA
703
J.W. Cole Advisors
Florida
$313K +$305K +2,038 New
CCM
704
Carderock Capital Management
Maryland
$311K -$14.9K -100 -5%
WP
705
WealthShield Partners
North Carolina
$307K -$50.7K -339 -15%
DSC
706
Duncker Streett & Co
Missouri
$307K
HPC
707
HM Payson & Co
Maine
$307K
OPTFSNA
708
Old Point Trust & Financial Services N A
Virginia
$307K
AA
709
AF Advisors
California
$307K +$299K +2,000 New
TGAM
710
TBH Global Asset Management
Tennessee
$307K +$299K +2,000 New
HWMG
711
Hurlow Wealth Management Group
Indiana
$303K -$54.8K -367 -16%
GAM
712
Grandview Asset Management
Pennsylvania
$303K -$21.2K -142 -7%
BHWM
713
Bar Harbor Wealth Management
New Hampshire
$301K -$68.3K -457 -19%
Lido Advisors
714
Lido Advisors
California
$301K +$293K +1,963 New
BUB
715
BBVA USA Bancshares
Texas
$300K +$292K +1,953 New
CI
716
CX Institutional
Indiana
$299K -$7.32K -49 -2%
SC
717
Savant Capital
Illinois
$298K +$7.92K +53 +3%
BPB
718
Badgley, Phelps & Bell
Washington
$296K -$21.7K -145 -7%
AT
719
Arden Trust
Delaware
$295K
SB
720
Simmons Bank
Arkansas
$293K -$29.9K -200 -9%
CL
721
Choreo LLC
Illinois
$293K
LW
722
Linscomb Wealth
Texas
$293K
PTC
723
Philadelphia Trust Company
Pennsylvania
$293K +$285K +1,908 New
GEA
724
Glen Eagle Advisors
New Jersey
$292K +$217K +1,451 +320%
IA
725
IFP Advisors
Florida
$292K -$31.1K -208 -10%